TAX-AIDE Online Inventory System 2014 SMT/TCS Training - Dallas1.

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TAX-AIDE Online Inventory System 2014 SMT/TCS Training - Dallas1

TAX-AIDE Online Inventory System ● GraceWorkz, LLC online inventory system vendor ● Asset Management System for AARP owned and donated equipment Computers Printers Projectors 2014 SMT/TCS Training - Dallas2

TAX-AIDE Online Inventory System Requirements ● Ease of Use ● Upload of current inventory data ● Validate the assets for which Volunteers are responsible ● Make any necessary changes to asset location and status ● Add new assets that have been acquired locally 2014 SMT/TCS Training - Dallas3

TAX-AIDE Online Inventory System Requirements (cont’d) ● Modified data to be displayed restricted to Split state or district as a function of user sign in ● Controlled data entry forms ● Approval process for changes, deletion or additions ● Reporting Capabilities 2014 SMT/TCS Training - Dallas4

TAX-AIDE Online Inventory System Status ● Completed Requirements Development and Documentation System design and creation Prototype Design Testing (NTC) Prototype Design Review (NLT) 2014 SMT/TCS Training - Dallas5

TAX-AIDE Online Inventory System Functionality Overview ● Search ● Edit and Change records ● Create New Record ● Review and Approve Changes 2014 SMT/TCS Training - Dallas6

TAX-AIDE Online Inventory System Functionality Overview (cont’d) ● Help function ● Five additional special information fields for split-state/local use ● Reporting ● Direct access from Volunteer Portal ● Printer, Projector, other asset management and reporting 2014 SMT/TCS Training - Dallas7

TAX-AIDE Access to Online Inventory System ● Three levels of access Level 1 Admin (National Office, NTC members) Super User Level 2 (TCS and one backup)  For split state only will be able to view, edit, modify existing data records, create new asset records, delete existing records, and approve all changes, creation or deletion of asset records SMT/TCS Training - Dallas8

TAX-AIDE Access to Online Inventory System (cont’d) Level 3 (DC)  For split State only will be able to view, edit, modify existing data records, create new asset records, delete existing records. All changes, creation or deletion of asset records will need to be approved by Level 2. Level 4 (RC) Read Only *System Demonstration* 2014 SMT/TCS Training - Dallas9

TAX-AIDE Online Inventory System – Next Steps ● Beta Test to begin in September TCS invitation only from NTC Beta testers will do complete inventory cycle using the online system Beta test ends May 30, 2015 ● Planned Production September SMT/TCS Training - Dallas10

TAX-AIDE Online Inventory System Questions???????? 2014 SMT/TCS Training - Dallas11