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How to use the Holding Area

This guide is to instruct users on how to use the holding area to assign items to a place or person.

    1. Using the left-hand navigation menu, click ‘Inventory’ and then ‘Holding Area’.
       


    2. You will see any items not have not been assigned to a Place or Person here. Click the Edit Pencil icon next to one of the items. 



    3. You will now see a menu. From here you can choose how you want to assign the item, you can assign it to a Person, a Place or both. 



    4. To assign it to a person, first select the type of person you wish to assign this to using the ‘Person Type’ dropdown menu. 



    5. Next, search for the Person record by either looking through the dropdown list or by clicking the magnifying glass icon to search. 



    6. To assign a Place, search for the Place by either looking through the dropdown list or by clicking the magnifying glass icon to search. 



    7. Once you have assigned the relevant records, click ‘Submit’ and the item will then be assigned and be removed from the Holding Area.