ACES Portal - Profile page

Guide to viewing a user's profile, including rooms, keys, and inventory.




Table of contents


Add Key assignment

New > Key Assignment

Add a new key assignment to this person. The assignment can optionally be backdate to a previous date to improve record accuracy. Any notes entered will be included in the activity log for this key assignment.

add_key_assignment.png

Room assignment

New > Room Assignment

Add this person as an occupant (or other role) to a room. The Organization dropdown (required) specifies under which organization a person will occupy a room. This is useful for when a person's home organization does not match the organization that owns the room, but will almost always be the same organization that owns the room, except in scenarios where multiple organizations share a room. Any notes entered here are persistent, but can be edited later.

add_room_assignment.png

Tabs

Rooms

A list of all rooms in which this person is assigned a role.

Rooms_tab.png

Actions menu
  • Edit: Edit user's organization, seat, expiration date, role, and add notes.
  • Move Occupant: Move the occupant to different building or room and update their role(s).
  • Expire Now: Immediate expiration of the occupancy record. The occupant will no longer appear in the occupant list.
  • Activity Log: Displays all activity related to the occupancy record.

Keys

A list of all keys assigned to this person.

Keys_tab.png

Actions menu
  • Return Key: Return selected key. The physical key must be in-hand before continuing. This action cannot be undone.
  • Mark as Lost/Stolen: Report if the key is lost or stolen. Must provide a reason, which will be entered into the activity log.
  • Activity Log: Displays all activity related to the key assignment record.

Inventory

A list of all inventory items (drawn from FABWeb) assigned to this person. These items are not editable in the ACES Portal and must be edited in FABWeb.

Inventory_tab.png



Keywords:ACESPortal, Profile, "aces portal", portal   Doc ID:78541
Owner:Ryan J.Group:University of Illinois - ACES
Created:2017-12-05 11:33 CSTUpdated:2018-01-22 16:29 CST
Sites:University of Illinois - ACES
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