Operations workspace

Admin View

Loading current inventory, rooms, and storage locations.

Repair queue

Open or active RMAs

Active cases0

Loaners deployed0

Available spares0

Needs review0

Replacement pool

Available by device type

Activity

Recent movement

Client portal scope

Choose a client

Sites assigned to a client define which inventory and RMAs belong to that client.

Client sites Sites

Find site

Selected site Floors and rooms

Selected item Floor and room details

FloorAdd a floor or select one from the structure to edit it.

RoomRooms may be installed AV spaces or storage rooms.

Equipment workspace

Find equipment

Search everything you can access, then narrow the results only when you need to.

Search equipment

Results Loading equipment

Select an action without losing your search.

Loading equipment from the live inventory.

Contextual action

Select equipment

The available actions will appear after you choose a device.

No equipment selected

Moves save to inventory history. RMA actions open the case workflow with this device selected.

Repair operations

Track manufacturer repairs, temporary loaners, and the final return or replacement.

Choose a case, or send a room device to RMA from Equipment.

Available equipment

All storage rooms

Select a storage room to focus the catalog.

Available devices0

Device types0

Reference data

Equipment Catalog

Maintain the shared manufacturers, models, and device types used throughout inventory, storage, and RMA workflows.

Device catalog Manufacturers, models, and device types

Manufacturers

Device types

Models

Reference data

Location editor

Step 1 Sites

Step 2 Buildings

Step 3 Rooms

Unassigned rooms

0 rooms

Room floor levels

0 floors

Admin View

Open or active RMAs

Available by device type

Recent movement

Choose a client

Manage sites, buildings, and rooms

Find equipment

Select equipment

Send device to RMA

Create an RMA case

Find loaner or replacement

All storage rooms

Add available equipment

Edit equipment details

Deploy to room

Staged Inventory

Stage equipment

Equipment Catalog

Location editor