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