1. 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

2. 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

3. 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

4. Adding Inventory Items
Import all items into rooms via file import

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

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

7. Assigning Items to Rooms

8. Assigning Items to Rooms

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

10. Inspection Types Inventory Item Inspection Require Signature
Self-Service Active

11. Inspection Types Room Inspection Not Requiring Signature
Self-Service Inactive

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

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

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

15. Staff Pre-Check

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

17. Move In Day! Now What?

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

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

20. Move In Day! Now What?

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

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

23. Room Changes & RCRs

24. 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.

25. Reporting
Canned Reports: RCR/Damages > Room Inspections

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

27. Reporting
Design Reports: Inventory Conditions

28. Reporting
Design Reports: Room Inspection Conditions

29. Reporting
Design Reports: Room Inspections

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

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