The following list gives an overview of the general procedure for Inventory:

1. Set up a schedule before you start. This will help you keep track of what you have done and what you still need to inventory.
2. Select the resources you want to inventory. You can have multiple inventories open at one time and switch between them.
   On the Start Inventory page, you can limit each inventory to any combination of the following:
   • One or more Home Locations, Custodians, or Departments
   • Any of your Resource Types
   • Items having a Purchase Price greater than or less than a specified amount
   • Include items that are checked out
   • Items that have not been seen since a certain date.

   You can also decide what action you want Destiny to take when the Home Location on record does not match the location in which you scanned it and whether to check in any checked-out items.

3. If you want to verify or update the Home Location of the items you account for, select your current scanning location.
4. Scan, enter, or upload the barcode numbers for your items.
5. Once you are sure you have entered the barcode numbers for all of your items, review the list of unaccounted-for items by clicking % Complete beneath Resource Inventory, and then See Details next to Unaccounted for:
   • If you can locate any of the items on the list, click Found to account for it.
   • If you cannot locate an item, click Mark "Lost on the list to account for it and change its Status to Lost.
6. Review the Lost Items list.
   To open the list, click % Complete beneath Resource Inventory, and then click See Details next to Accounted for.
   If you can locate any of the items that had been Lost, either click Found on the Lost Items list or enter the barcode directly on the Inventory page to make it Accounted-for and change its Status to Available.
   Please note that items without barcode numbers appear on the Lost Items list, but you cannot mark them as Found.
7. Once the Unaccounted-for total is 0 (zero), your inventory is complete and you can finalize it by clicking Finalize and Yes to the confirmation message.
   If your district resource manager started this inventory, click Finished and Yes on the confirmation message.

To help you keep track of the resources inventoried, click View In-Progress & Completed Inventories for a list, details, and reports of the inventories.

You can use any combination of the following tools and methods to take inventory:

1. Enter them directly on the Inventory page.
2. Create and upload a file of barcode scans.
   You can use Follett Remote or Destiny Remote on a Follett wireless handheld device or a workstation, or a PHD Dolphin+, to create the file. You can also use just a text editor, with or without a scanner.

To learn more about a Follett wireless handheld device or PHD Dolphin+, or to download Follett Remote, click Help next to Logout in the upper corner. Then, search for the information you need.

How does entering barcodes directly differ from uploading a file of scans?

When entering barcodes directly on the Inventory page:

• Item information for the ten most recent scans appears on the page in the Most Recently Accounted For list.
• Destiny does not create an Inventory job summary in Job Manager for direct scans.
• If there is a problem with the barcode number or the item, an alert message appears at the top of the Inventory page.
• The Status of any Lost item changes to Available.

When uploading a file of scans:

• No item information appears in the Most Recently Accounted For list.
• Destiny creates an Inventory job summary in Job Manager.
• If there is a problem with the barcode number or the item, Destiny adds a message to the job summary.
• Lost items remain Lost.
  Destiny adds an entry to the job summary indicating that the item is Lost.

Destiny checks the Status of the items meeting your selection criteria and makes them either Accounted-for or Unaccounted-for:

• Items that have a status of Approved for Disposal, Available, Available for parts, Checked Out, In Use, No Longer in Use, or Ready for Disposal, become Unaccounted-for.
  You will need to enter these into inventory.
• Items that have a Status of In Transit, Lost, Out for Repairs, Retired, Returned to Vendor, On Order, or Stolen remain Accounted-for.
  You already have information regarding the current location of these items.
• Items that have a status of Checked Out become Unaccounted-for unless you cleared the Also include items that have been checked out check box on the Select Custodian(s), Select Department(s), or Select Home Location(s) page, or you checked the Include items that are checked out. Make these items unaccounted for check box on the main page, when starting the inventory.

After you have inventoried the items in the selected ranges, you will click Finalize to close the inventory. If you have any unaccounted-for items, a message appears.

• Select Mark all unaccounted for items "lost" if you are sure that you cannot find the remaining Unaccounted-for items. When you select Mark all... on the message, Inventory changes their Status to Lost and adds them to the Lost Items list, and they become Accounted-for.
• When you select Ignore them (don't mark them "lost"), Inventory does not change their Status. The Unaccounted-for items remain Unaccounted-for. Their Status remains as it was: Available; In Use; No Longer in Use; Available for Parts; or Approved for Disposal.

You will have a Finished button for an inventory started by your district resources manager. After you have inventoried all your items, you will click Finished, and then Yes on the confirmation message, to indicate that you are finished with your part of the inventory. When all the sites are finished, your district resources manager finalizes the inventory and determines whether the items still unaccounted-for are to be marked Lost.

For each barcode scan, Inventory can compare the Home Location on record to the location in which you are scanning. If the location is different, Inventory can notify you either on-page (for direct scans) or in the Job Summary (for file uploads). It can also update the location automatically.

On the Start Inventory page, you will need to select the action that you want Inventory to take if the location is different.

Make sure to specify your scanning location next to current scanning location on the Inventory page before accounting for any items.

If you have finalized an inventory and selected Mark all unaccounted for items "lost" on the confirmation message by mistake, you can reset the item status to Available from the Lost Items list.

To gain access to the Lost Items list, you will first need to start a new inventory that includes the Lost items. On the Start Inventory page, you may want to limit the inventory to just the types or location of the Lost items. To determine the range to include, you can generate a Completed Inventory Report first.

Once you have started an inventory, you can open the Lost Items list and reset them.
Open the Lost Items list by clicking % Complete beneath Resource Inventory on the Inventory page, and then See Details next to Accounted for.

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

Once you start the inventory, the open inventory appears at each included site. The site can then select it from their Resource Inventory list, account for the included items, and click Finished 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 items, and the percentage of the inventory completed.

After all of the sites have indicated that they are finished, you can finalize the inventory.

To start a district-wide inventory, click Start New.

On the Start Inventory page that appears, limit the scope of an inventory to include any combination of the following parameters: A particular site or a group of sites; one or more Custodians or Departments; one or more Resource Types; and the purchase price of the resources.

On the main Inventory page, select the inventory in the Resource Inventory list, and then click % Complete beneath Resource Inventory.
On the Progress Details page that appears, you can view the status and numbers of items inventoried. You can also generate lists of the items by clicking View.

To review the selections made when starting the inventory, click View Selections in the lower corner.

To view a list of all inventories, click View In-Progress & Completed Inventories in the upper corner.

Once all the included sites have finished their inventory, click Finalize on the main Inventory page.

If there are any unaccounted-for items, you will have the opportunity to mark them Lost or leave them as unaccounted-for.