Moving Your RCRs Online Led by Bethany Boyle Adirondack Solutions Users Group 2017 Moving Your RCRs Online Led by Bethany Boyle Tuesday 9:00AM – 10:00AM

Agenda Adding Inventory Items Assigning Items to Rooms Flat File Mass Edit Inventory Types Inspection Types Managing User Group Access THD Mobile THD Admin Room Pre-Check Staff Pre-Check Mass Edit > Add Room Inspections It’s Move In Day! Now what? Room Changes & RCRs Check Outs Reporting Canned Reports Design Reports Other Uses of Inspections Wellness Checks Health & Safety Roommate Conflict Follow-Up Key Replacement Requests

Adding Inventory Items 2 Options: Import all items into rooms via file import Room Inventory Suite Inventory Import the items into setup and mass edit rooms to add items Inventory Items

Adding Inventory Items Import all items into rooms via file import

Adding Inventory Items Import all items into Setup > RCR/Damages > Inventory Items

Adding Inventory Items Import all items into Setup > RCR/Damages > Inventory Items

Assigning Items to Rooms

Assigning Items to Rooms

Inventory Types Setup > RCR/Damages > Room Inventory Types Helps organize and categorize inventory items

Inspection Types Inventory Item Inspection Require Signature Self-Service Active

Inspection Types Room Inspection Not Requiring Signature Self-Service Inactive

User Permissions File > Administer > Manage User Groups > Mobile Privileges

User Permissions File > Administer > Manage User Groups > Mobile Privileges > Limit Categories

User Permissions File > Administer > Manage User Groups > Limiting Options > Limit Categories

Staff Pre-Check

Mass Add Inspection Run a report of all rooms you want to add an inspection to > Edit > Edit all records > Room Condition

Move In Day! Now What?

Move In Day! Now What? Option 1: Students sign of via THD Self-Service

Move In Day! Now What? Option 2: Students sign off in person on mobile device/tablet

Move In Day! Now What?

Room Changes & RCRs First, make the room change in THD Admin

Room Changes & RCRs Have the appropriate staff check the student out of old room and into new room via THD Mobile > Quick Student Lookup

Room Changes & RCRs

Check Outs Check rooms and allow for students to sign off in Self-Service within a certain number of days Check room with student and sign off in person via laptop/mobile device/tablet Express Checkout - No Signature required Student opts to leave without checking with a staff member and agrees to room’s condition. Student leaves, staff checks room when empty.

Reporting Canned Reports: RCR/Damages > Room Inspections

Reporting Canned Reports: RCR/Damages > Room Inspections > Inventory Inspections

Reporting Design Reports: Inventory Conditions

Reporting Design Reports: Room Inspection Conditions

Reporting Design Reports: Room Inspections

Other Uses of Inspection Types Health & Safety Wellness Check Roommate Conflict Key Replacement Damage Check Other Ideas?

Contact Information Thank you for participating! Should you have any questions regarding this presentation, please use the contact information below: Bethany Boyle bboyle@adirondacksolutions.com 800.372.3165 x 222