Managing a district-wide textbook inventory

As a district textbooks manager, you can start an inventory, monitor its progress, and generate lists of the copies included.

Once you start the inventory, the open inventory appears at each included site. Each included site can then select it from their Textbook Inventory list, account for the included copies, and click when they are done.

During the inventory, you can monitor each site's inventory: Its status (In Progress or Finished), the numbers of Accounted-for and Unaccounted-for copies, and the percentage of the inventory completed.

You can finalize the inventory at any time. If you finalize before all of the sites have finished, you'll see a confirmation message indicating the number of sites that have finished and the number of currently Unaccounted-for copies.

How do I start it?

How do I monitor the progress?

How do I re-open an inventory?

How do I finalize an inventory?

Monitoring the progress

Open Inventory in the Back Office.

You can monitor the progress of each site's activity: the numbers of accounted-for and unaccounted-for copies, and the percentage of the inventory completed.

• To view a list of all your district-wide inventories, click View In-Progress & Completed Inventories. Then click for the details of a particular inventory.
• To view the details of one particular inventory, select the inventory in the Textbook Inventory list, and then click % Complete.

On the Progress Details page that opens, you can view the status and numbers of copies inventoried. You can also generate lists of the copies by clicking .

To review the selections made when starting the inventory, click View Selections in the lower left corner of the main Inventory page.

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Re-opening an inventory

Once a site has finished their inventory, a button appears adjacent to the site on the Progress Details page.
Once all sites have finished, a button appears on the main Inventory page.

If you determine that a site hasn't accounted for all its copies, or if a site finished it prematurely, you can re-open the inventory by clicking on the Progress Details page. Reviving an inventory allows the site to continue accounting for its copies; it does not reset any accounted-for or Lost copies back to unaccounted-for.

Note: The % Completed may not display 100% for a site when they have finished. If the site failed to locate all copies or mark them Lost, the percentage will be less than 100.

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Finalizing the inventory

After you're satisfied that the included sites have completed their inventories, you'll click to close the inventory.

If there are any unaccounted-for copies, a message appears, showing the number of schools, if any, that have not yet finished, and giving you the option to mark any unaccounted-for copies Lost:

• Select Mark all unaccounted for copies "lost" if you are sure that the sites cannot find the remaining Unaccounted-for copies. When you select Mark all… on the message, Destiny changes their Status to Lost and adds them to the Lost Copies list, and they become Accounted-for.
• When you select Ignore them (don't mark them "lost"), Destiny does not change their Status. The Unaccounted-for copies remain Unaccounted-for.

Once you finalize an inventory, you can generate Detail and Summary reports for it.

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