Quartzy - Inventory
Back to Overview
Clicking the inventory tab brings up a very similar view to that seen in the requests tab. The difference is that you are now looking at things that currently exist in the lab, rather than those things that have been requested or ordered.
THE LEFT PANEL
The left panel functions similarly to the requests pane. The search term will eliminate all things from the right panel that do not match it. Similarly, whatever filters you engage will populate the right pane with only those specifications, and whatever appears in the right panel is what will be exported when you push that button.
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Use restraint when adding items. We do not intend to track every drop of buffer made in lab. Its purpose is to track very important materials which require communal access for project integrity. Ask the lab manager or Mike if an item is appropriate to track.
The biggest difference is the "Request item" button is now "Add item".
This button is used to add an item to inventory which has not gone through the usual purchase process. E.g., an item given to you by another lab, a sample provided by a sales rep, or a large batch of something you made for communal use and want tracked in the system.
Clicking this button will bring up the "Add Item" document page. Click the one below for details on filling it out.
THE RIGHT PANEL
The right panel is a listing of every item in the inventory system that matches the current search terms and filter selections. As with the request panel, clicking on the titles will sort by that category (alphabetically, or by date). They can be used to narrow down or organize searches.
Most of the categories are carried over from the initial request. For the sake of clarity, the default categories and their meanings are
- Item name: What it's called - either what the vendor calls it, if autopopulated, or what you assigned it in the request or add item sub-pages.
Clicking on the item name will bring up the Item details, which scrolls in from the right hand side.
- Vendor: Where it came from. The lighter text underneath is the catalogue number.
- Amount: How much was put into inventory. It is rare that this will reflect current quantity, as there is no consumption tool to deplete it.
- Location: Where the physical item is supposed to be. There is a map of the lab posted on the south wall, and there is a graphic of the main area on the hazmat disposal page (link below). The upper bold section is the primary area - ie, which bench, desk, or freezer. The middle section is the detailed area - which drawer, shelf, or surface in the general area it's in. The bottom line is whatever was written into the "notes" section upon receipt of the material. It is usually the lot number, put there for immediate visibility, though there is a field for it elsewhere.
- Type: The category assigned to the material - e.g. chemical, biochemistry, molecular biology, computing, etc.
- Owner: The person who created the item, either by receiving the request or adding the item.
- Added: The date the item was added to inventory
- Updated: The date it was last updated. It will differ from "Added" when things are reordered and updated.
And finally, on the far right, there is a "Request" button. If you hover over it, a "Delete" button also appears.
- Clicking "Request" will send that item back into the request queue for reordering.
- Clicking "Delete" will remove the item from active inventory. Handy to do when you have used the last of something, so other lab members know it is no longer available.
The default categories can be changed by clicking on the gear icon on the far right of the title bar.
Scrolling to the bottom brings you to a page list. It is onerous to search through every page, so make use of your filters and searches! But if you just have to know everything that's here, indulge yourself.
