Heritage 4.2+ - Stocktaking and Accession Management

The workshop runs from 10am to 3.30pm with registration from 9.30am including coffee or tea and biscuits and a buffet lunch.

Introduction

This workshop has been designed to introduce the Stocktaking procedure to Heritage users. It has been adapted to also cover the new facility ‘Multi-phase stocktake’ i.e. more that one Stocktake at a time introduced in version 4.2.6 Heritage users on earlier versions will still benefit from this course as the procedure for setting up, running and processing a Stocktake is identical in both versions. The course also covers Global Change and Accession management to help successfully manage stock on a daily basis. The course includes a comprehensive workbook. There will be a stocktaking exercise at the end of the day to help you consolidate what you have learned and an opportunity to ask questions.

Course contents

• Before you begin your Stocktake - checklist
• The Stocktake Steps
• Configure the stocktake
• Enter the accessions
• Import the accessions
• Check for missing items
• Report of Missing items
• Process missing items
• Using Multiphase stocktaking in version 4.2.6
• Accession management
• Exercise