Assign F&E Roles & Rights

System Manager

The System Manager would need to grant the roles and rights in the Manage tab. The System Administrator has the highest level of access across the district and this includes the ability to assign assets to students. 

The Edit Reservation and Assignment Settings allows a System Administrator to select any asset on a campus and assign it to a student. The asset does not need to be preset for student assignment by a teacher. Instead, the asset's assignment settings are automatically changed when the System Administrator assigns it. Since the System Administrator has access to all campuses, the Assign to students on your campus and Assign to students on all campuses rights enable the System Administrator to assign any asset on any campus to any student throughout the district.

Inventory Manager

The Inventory Manager role has the ability to assign campus assets to students on the Inventory Manager’s campus. All assets and students must be on the same campus as the Inventory Manager. This is the highest level of campus access which includes the following rights: 

The Edit Reservation and Assignment Settings right allows an Inventory Manager to select any asset on his campus to assign that asset to a student on the same campus. The asset does not need to be preset for student assignment by a teacher. Instead the asset’s assignment settings are automatically changed when the Inventory Manager assigns it. Since the Inventory Manager has access to a specific campus, the Assign to students on your campus right enables the Inventory Manager to assign an asset on his campus to a student located on the same campus as the asset and the Inventory Manager. 

Teacher Role 

The Teacher role, which is the basic level of access in Facilities & Events, has the ability to assign designated assets to students on his/her student rosters, as determined by the connection with the Student Management System.  Designated assets must be preset by an Inventory Manager or a System Administrator before the Teacher can assign them to her students.

Definitions & Key Words

Asset: Must have a barcode to describe the asset and therefore assign to student; it's a unique identifier for the asset.

Assignable:  If an asset is marked as assignable, it can be assigned to the student's account and tracked in Inventory.

Student ID:  Student ID is pulled from the district SMS and Rosters so that assigning to students is more accurate.

Check-Out: Assigning a district/school asset to a student.

Check-In: Removing a student's assignment of an asset.

Making Assets Assignable to Students 

To enable inventory managers or teachers to be able to assign assets to students, an asset must first be marked as "assignable." 
   

To make individual assets assignable, 

• Go to Inventory Tab
• Click on a Room
• Find the asset and double-click on an asset
• Click on the Reservations and Assignments Tab
• Change the Setting so that the asset "can be assigned to a student by a staff member"
• Optional - Search for a user to be responsible for assigning the asset.  Note:  This is only necessary for a user that does not have additional rights in Facilities & Events to assign assets to students.  A good use of this feature would be for a certain teacher so that s/he could assign to his/her roster of students.

To make a group of assets assignable,

• Go to Inventory Tab
• Click on a Room
• Click on Advanced View
• Click on Edit View
• Drag over fields necessary to know which assets need to be assigned (Note: Assigned Student and Student Campus are new fields)
• Click Update

• Click on one asset or using Control or Shift Key, select multiple assets (they turn a light orange shade)
• Click on Mass Edit  (this will allow you to change the details of multiple assets at a time!)
• Drill down to Reservations & Assignments > Settings

• Choose the option that the asset "can be assigned to a student by a staff member"
• If there is a user that does NOT have a role of inventory manager or a teacher with students in the roster, then select a staff member to give them rights to assign those items to students.
• If you select a staff member, then that user will have the rights to assign those assets to students.