KB Overview

Inventory

Add Inventory
Add Inventory-Catalog Search
Add Inventory-Copy Last Data
Add Inventory-Add Many, Pre-Printed Tags
Add Inventory-Add Many, Auto-Generated Tags
Carry Over
Link-Split Containers-Dispensing
Delete Item
Item Notes
Dynamic Fields

Difference Between Add Many, Quantity and Amount
Add Many-Definition
Quantity-Definition
Amount-Definition
Use Case I-Multiple Items-Individual Tags
Use Case II-Multiple Items-Single Tag

SDS Widget
Upload SDS File-Add Screen
Upload SDS File-View/Update Screen
Upload SDS File-Catalog Edit Screen

VIM SDS Cloud Powered by 3E
SDS Portal
Download SDS-Add Screen
Download SDS-View/Update Screen
Download SDS-Catalog Edit Screen

Restore
Restore-by Approver
Restore-by Date
Restore-by Disposal Method
Restore-Multiple Parameters
Restore-Single Item
Restore-Within a Range

Catalog

Catalog Add
Create New-Item Add Screen
Create New-Catalog Screen
Cloning-Item Add Screen
Cloning-Catalog Screen

Catalog Search
Catalog Search-Search Tab
Catalog Search-Query Tool Tab
Catalog Search-Structure Search Tab

Catalog Edit
Catalog Edit-Item Add Screen
Catalog Edit-Catalog Screen

Managing Mixtures
Define Mixture-New Catalog Record
Define Mixture-Existing Catalog Record
Edit Mixture

Logging In

Change Password
Change Password-Administrator
Change Password-User
Mobile Change Password
Define Password Parameters

Reset Password
Reset Password
Mobile Password Reset

Two-Factor Authentication
Enable Two-Factor Authentication
Turn On Two-Factor Authentication-Users/Groups
Turn On Two-Factor Authentication-User Account
Logging In Using Two Factor Authentication

Single Sign On
SSO Provider Set Up
Edit Login Button Text
SSO Only Login
Grant Emergency Login Access
Revoke Emergency Login Access
Emergency Login
Link SSO Account to Vertere Account

Locations

Add Location
Add Parent Location
Add Sub-Location
Move Sub-Location
Optional Location Information

Delete/Inactivate Location
Delete Location
Inactivate Location
Reactivate Location

Location Documents
Add Location Document
View Location Document
Edit Location Document
Delete Location Document

Manage Addresses
Add Address
Edit Address
Delete Address

Manage Control Areas
Add Control Area
Edit Control Area
Delete Control Area

Manage Location Document Types
Add Location Document Types
Edit Location Document Types
Delete Location Document Types

Manage Location Types
Add Location Types
Edit Location Types
Delete Location Types

Manage Use Types
Add Use Types-Add Screen
Delete Use Types-Add Screen

View/Update

View/Update Search
Search Tab
Query Tool Tab
Structure Search Tab
Scan Tag

View/Update Transfer
Transfer-User
Transfer-Lending Items
Transfer-Returning Items

Dispose
Dispose
Mobile Dispose

Consumption/Refill
Record Consumption
Record Refills
View Consumption/Refill History

Customize Results Grid
Records per Page
Column Sort
Customize Column View

Dashboard

Dashboard Overview
Added Items Widget
Transferred Items Widget
Disposed Items Widget
List Based Added Widget
List Based Currently On Site
List Based Diposed
Waste Containers In Lab
Waste Containers Pick-up
Hazardous Items
Expiring Items

MC3300 Scanner

MC3300-Install VIM Software
Retrieve Installation Files
Software Installation

MC3300-Set Up
General Information/Tips
Prepare Data Connection
Set Date and Time
Add Icons to Home Screen

MC3300 Physical Inventory
Field Scan
Copy Scanner Files
Update Location
Review Scanned Data Prior to Export

Physical Inventory

Physical Inventory Overview
Planning for a Physical Inventory
Creating the Inventory Process
Performing a Field Scan-Barcode Scanner
Performing a Field Scan-Mobile Module
Download and Reconcile
Reconcile and Close Physical Inventory Process

Create Inventory Process
Create New
Create From Old
View Records

Upload and Import
Upload and Import Records
Viewing Saved Records
Exporting Saved Records
Raw Data Files

Download and Reconcile
Edit Records
Insert Record
Delete Record
Process Inventory

Reconcile and Close Physical Inventory Process
Open and View
Reconcile Physical Inventory-Overview
Added Tab
Disposed Tab
Relocated Tab
Not Scanned Tab
Found Tab
Final Review
Complete Selected Inventory Process

Mobile

Mobile Log In

Mobile Camera Set Up

Mobile Physical Inventory

Mobile Password Change

Mobile Item Search

Mobile Consume
Consume-Overflow Menu
Consume-Item Information Screen

Mobile Dispose
Dispose-Overflow Menu
Dispose-Item Information Screen
Dispose-Multiple items

Mobile Item Transfer
Individual Transfer-Overflow Menu
Individual Transfer-Item Information Screen
Multiple Item Transfer
Optional Transfer Information
Update Current User
Update Current Department/Group
Update Alternate User
Update Status
Change Transfer Date
Add Comment

Mobile Refill
Refill-Overflow Menu
Refill-Item Information Screen

Mobile Adjust Amount
Adjust Amount-Overflow Menu
Adjust Amount-Item Information Screen

Documents

SDS Widget
Upload SDS File-Add Screen
Upload SDS File-View/Update Screen
Upload SDS File-Catalog Edit Screen
View/Download SDS

VIM SDS Cloud Powered by 3E
SDS Portal
Download SDS-Add Screen
Download SDS-View/Update Screen
Download SDS-Catalog Edit Screen

SDS Documents
SDS Export-All Locations
SDS Export-Specific Location(s)
SDS Export-Individual Item
SDS Maintenance

Tags

Manage Reserve Tags
Reserve Tags
Delete Reserve Tags

Print Booklet
Print Locations By Tree-All
Print Locations By Tree-Select
Print Groups and Users by Tree
Print Users Only
Print Coded Tables

Print Tags
Print From Add Inventory-Single Tag
Print From View/Update-Single Tag
Print From View/Update-Multiple Tags
Batch Print-Multiple Tags
Print Reserve Tags-Multiple Tags

Training Tracking

Training Tracking
Enable/Disable Training
Add Training
Edit Training
Delete Training
Deactivate Training
Reactivate Training
Assign User(s)-Trainings Page
Assign Group-Trainings Page
Remove User(s)-Trainings Page
Update Expiration Date
Mark Training Complete
Assign User-Users/Group Page
Remove User-Users/Group Page

Users

Add User
Add User
Add User to Group
Delete User
Inactivate User
Reactivate User

Roles and Rights
Create Role
Edit Rights Assigned to Existing Role
Edit Role Name and/or Description
Delete Role

Rights
Biological Module
ChIM Module
General/Fixed Asset Module
Supply Module
Shared Rights-All Modules
Training Tracking Module
Waste Management Module

Groups

Groups
Add Top-Level Group
Add Sub-Group
Add User to Group

Delete/Inactivate Group
Delete Group
Inactivate Group
Reactivate Group

Settings

ChIM Access
Enable Expiring Chemical Alerts
Edit Expiring Chemical Alerts
Disable Expiring Chemical Alerts
Enable and Set Inventory Min/Max Alerts
Delete Inventory Min/Max Alerts
Disable All Inventory Min/Max Alerts
Enable Tare Weight Calculations
Enable Consumption/Refill Options
Enable Dispensing
Enable Mixture Tracking
Enable Chemical Information Gateway Options
Enable SDS Widget
Enable SDS Management from Search Pages

Custom Labels
Custom Labels

Dynamic Fields
Add Dynamic Field-Text
Add Dynamic Field-Date
Add Dynamic Field-Checkbox
Add Dynamic Field-Dropdown
Edit Dynamic Field
Delete Dynamic Field

Manage Account Numbers
Create Account Number-Item Add
Manage Account Numbers-Accounts Page
Create New Account Number
Edit Account Number
Create Account Number-Copy as New
Deactivate Account Number-Single
Deactivate Account Number-Multiple
Reactivate Account Number-Single
Reactivate Account Number-Multiple
Modify Account Number Template (Mask)
Enable Mask
Disable Mask

Manage Status Types
Add Status Type-Add Screen
Delete Status Type-Add Screen

Manage Use Types
Add Use Type-Add Screen
Delete Use Type-Add Screen

Single Sign On
SSO Provider Set Up
Edit Login Button Text
SSO Only Login
Grant Emergency Login Access
Revoke Emergency Login Access
Emergency Login
Link SSO Account to Vertere Account

Manage System Tables
Add Value to Table
Edit Table Value
Delete Table Value

Security
User and Chemical Security
Edit User Security Level
Edit Catalog Record Security Level
Group Security
Enable/Disable Group Security
Group Security Override

Support

VIM Web Printing Control
Install Web Printing Control
Initializing Tag Print From Browser