Items

Note: In order to reach the Manage Items page, the RoleThe role is a collection of system features. Each feature has an access level of either read-only or edit. A role is assigned to a user. The user has access to the features found in the role. of the Logged-in UserAn IntelliTrack user has an account with IntelliTrack and uses the software; is active in the system; has a valid username and password; is assigned to at least one division and one site; has a default division and a default site. The user is designated as either an Administrative User or a Standard User. must have access to the Items featureAccess to this feature enables the Manage > Items option in the web application and in the mobile application. In edit mode: add, edit, delete item records in the web application; add items in the mobile application.. To add, edit, deactivate, reactivate, or delete an item, the role of the logged-in user must contain edit access to the Items feature. When the role of the logged-in user has read-only access to the Items feature, the user may view item information but may not add, edit, deactivate, reactivate, or delete it.

Items in IntelliTrack are stored in the item list at the Manage Items page.

For more information about the Manage Items web page features, see "Application Web Page Features".

You are able to view item data at-a-glance from this page. For more information about working with the data at this page see "Viewing Item Data".

The Field Chooser contain optional field that may be placed in the page grid; see "Field Chooser - Items Page" for more information.

The item image may be placed in the grid via the Field Chooser. Select the Image option in the Field Chooser to add the item image to the grid; see "Viewing Item Image" for more information.

The Manage Items page uses icons to add, edit, deactivate, reactivate, and delete data.

Note: In order to add, edit, deactivate, reactivate, and delete item data, the role of the logged-in user must contain edit access to the Items feature.

Manage Items Page Icons

Icon	Description	Function
	Add	Select to open the Add Item form.
	Field Chooser	Select to open the Field Chooser.
	Clear	Select to clear the filter selection(s) in the Filter Row of the page.
	Edit	Select to open the Edit Item form.
	Delete	Select to delete the item from the application.
	Add to Inventory	Select to open the Add Item to Inventory form to add the item to inventory.
	Add Asset	This icon is available when the role of the logged-in user has access to the Assets feature. It denotes that the item is an asset-type item. Select to open the Assets form for this item.
	Add Asset (Disabled)	This icon is available when the role of the logged-in user has access to the Assets feature. This icon is disabled if the item is not an asset-type item.
	View Item	This icon is available when the role of the logged-in user has read-only access to the Items feature. Select to open the View Items form and view item data.
	Item Detail Report	This icon is available when the role of the logged-in user includes the View Report feature. Select to open an Item Detail report preview for the item.
	Deactivate	Select to change the active status of the item to inactive.
	Reactivate	Select to change the inactive status of the item to active.

An item is considered active by default. An active item may be added to inventory and used by the system. However, the Item StatusItem status is either active or inactive; it applies to consumable items. A consumable item is automatically assumed to be active. However, the user may deactivate the item; thus changing its status to inactive. An inactive item may not be used in the system. No operations, inventory or otherwise may be done on an inactive item. An inactive item may be reactivated and placed back into active status. may be changed to inactive. When an item is deactivated, it is removed from active use and its existing inventory count is forced to zero. An inactive item may be reactivated at any time. For more information see "Changing the Item Status".

You are able to view an Item Detail Report for an item from the Manage Items page.

The Manage Items page contains access to the following forms for adding/editing item information:

• Add Item form

• Edit Item form

• Add Item to Inventory form

• Assets form

 

Icons at Item Forms

Icon	Description	Function
	Save	Select to save the record (i.e., save changes and close the form).
	Cancel	Select to cancel any changes made to the record (i.e., discard changes and close the form).
	Upload Picture	Select to upload an item picture file to the item.
	Delete Picture	Select to delete an item picture file from the item.
	Add	Select to add data.
	Clear	Select to clear data.
	Edit	Select to edit data.
	Delete	Select to delete data.

If the logged-in user has read-only access to the Items, the user may view the information about the item, but may not add, edit, or delete an item.

Note: When the role of the logged-in user contains read-only access to the Items feature, the View icon is available at the Manage Items page. The View icon opens the View Item form for the item.