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.

Inventory flow

Find equipment

Choose a client, narrow to a building and room, then select the device you want to work with.

1 Client 2 Building 3 Room

4 Equipment Choose a room

Search this room

Choose a client, building, and room to see its equipment.

Step 5 · 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 Inventory Flow.

Inventory intake

Manage inventory

Device catalog Correct makes, 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

Manage inventory

Location editor