Inventory

Options on Collecting Inventory

 

With the great new functionality of INVENTORY, we understand that some communities may choose not to use the new tool. Whichever direction you go with the new functionality, we have the solution. 

Collecting Inventory Data without INVENTORY

If you want Clarity Human Services to collect inventory directly through the program, navigate to MANAGE > PROGRAMS, then click on the Edit icon next to that program. Make sure Use Inventory Calculated Records is toggled off. If it is toggled on, then toggle it off and click SAVE CHANGES.

Required Action: System Administrators should verify that the Use Inventory Calculated Records toggle is turned off for all programs that collect inventory directly through that program.

Collecting Inventory Data with INVENTORY

If you want to use INVENTORY, which will allow you to set up Sites, Buildings, and Units and assign Programs, Funding, and even Eligibility criteria, navigate to MANAGE > PROGRAMS, then click on the Edit icon next to that program. Make sure Use Inventory Calculated Records is toggled on. If it is toggled off, then toggle it on and click SAVE CHANGES.

Note: If you toggle on Use Inventory Calculated Records for a program, you will no longer be able to add inventory on the MODIFY PROGRAM > Program Resources section.

Required Action:  System Administrators should verify that the Use Inventory Calculated Records toggle is turned on for all programs choosing to use INVENTORY.