ESI: Student Services - Device Tab

Owned by Gale Wagoner (Deactivated), created
Last updated: Jun 10, 2024 by Mary Spires
3 min read

The Device tab is used to associate devices with the case and track the status of each device as the case progresses.

The Summary, IEP, Personnel, Log, and Device tabs are disabled when the Student Services tab is opened. The Demographics tab becomes visible when a case is moved to the "COMPLETED" status. To activate the tabs, click the Select button on the Case Grid for the case you wish to view.

Open the Device Tab

  1. Select the case on the Case Grid.

  2. Select the Device tab.

  3. A list of devices associated with the case is displayed on the Device grid.

Add a New Device

This process adds a new device to the grid and updates the number of devices on the main Case Grid. To make changes to a current device, see the section 'Update an Existing Device' on this page. 

  1. Select a Category (required field).

  2. Select a Device Type (required field). The Device Types list is based on the selected Category.

  3. Select Device Status (required field).

  4. Select Device Provided By (required field).

  5. Add Asset #, Serial #, Model #, and IRC #, if desired. 

  6. Enter Software/App Category and/or Hardware Category if desired.

  7. Save. 

  8. A new row is added to the grid.

  9. The name of the person adding the device and the date and time the device was added appear in the row. 

  10. To remove a device from the grid, select Delete. 

  11. When a new device is added, the number of "Total Device(s)" on the Case Grid updates.

Update an Existing Device

This overwrites the current device entry. It does not add a new device. 

  1. Select the device to be updated from the device grid. The fields are filled with the current information. 

  2. Edit information. In this example, the Model has been updated. 

  3. Save.

  4. On this tab, the Information about when the device was last updated and who did the update is found at the bottom when the device row is selected. 

  5. The device row is updated. In this example, the Model has been updated.

 

Changing the Device Status

When a new device is added to the case, the default Device Status is ‘Active’. To change the Device Status:

  1. Select the device to be updated from the device grid. The fields are filled with the current information. The Device Status will be either ‘Active’ or ‘Inactive’.

  2. To update the Device Status, select the new status from the menu.

  3. Save.

  4. The device is removed from the Active device grid.

  5. To view inactive devices, select the ‘Active’ button.

  6. The button toggles to ‘Inactive’ and the ‘Inactive’ devices display. The Status has been updated to ‘Inactive’.

  7. To view the active devices, select the ‘Inactive’ button. The active devices display again.