Scan Inventory Items in DirectLine

Purpose: This guide will instruct you how to use a bar code scanner, tablet or laptop computer with DirectLine for your physical inventory of tagged assets.

Audience: Any DirectLine user involved with physical inventories.

Consult with DirectLine to see if your selected bar code scanner and tablet or laptop are compatible.  They may need to help you with the initial setup.  This process assumes you have access to wi-fi during your physical inventory process.  Your access to DirectLine is through the internet.  If you have dead spots on campus, you may need to do some of your inventory by hand and complete those items back at your desk.

  1. Collect your bar code reader and portable device.
  2. Confirm set-up and compatibility with DirectLine.
Photo of bar code scanner and laptop

Navigation: Module / Eqp Inventory / Eqp Inventory Info / Eqp Inventory Scan

  1. Select Eqp Inventory.
  2. Select Eqp Inventory Info.
  3. Select Eqp Inventory Scan.
Main menu with Equipment Inventory Info and Equipment Inventory Scan options highlighted

The Equipment Inventory Scan Entry screen opens and is ready for you to begin.

Equipment Inventory Scan Entry screen sample
  1. Scan your first item.
Photo of scanner reading barcode of asset
  1. The ID, State Tag, and Inventory Check Date will automatically populate.  You will also see a message in the bottom left corner indicating that record is updated automatically.
Equipment Inventory Scan screen populated with results of scanned item

Continue scanning assets. You can monitor your progress by using the buttons at the bottom of the screen to check:

  1. What are all the items in the current building / room?
  2. What are all the items that have been scanned so far?
  3. What are the items not yet scanned that should be in this building / room?
Screen capture of List options available
Sample of equipment list reports
  1. You can change information in any of the fields listed on the screen.  You may learn an asset is now managed by a different person or is housed in a different building/room.  
  2. With Automate Update box checked, the equipment record will also be updated.
Completed Inventory Scan Entry screen

You can uncheck the Automate Update checkbox if you have an item that needs some research before you update the equipment record.  Make any entries needed, then click the Update button to finalize.

You can confirm the updates have been posted to each asset by navigating to the equipment record.

Navigation: Module / Eqp Inventory / Eqp Inventory Info / Eqp Inventory Entry

  1. Select Eqp Inventory.
  2. Select Eqp Inventory Info.
  3. Select Eqp Inventory Entry.

 

Main menu with Equipment Inventory Entry option highlighted
  1. Enter equipment ID.
Top portion of Equipment Inventory Entry screen with ID highlighted
Portion of Equipment Inventory Screen with completed inventory fields highlighted

Procedure complete.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.