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Replacement Thresholds

Replacement Thresholds give your techs a heads-up when a user keeps losing or replacing the same thing. When a user reaches the limit you set, a warning appears on their profile and when you go to issue another device or accessory, so a repeat loss gets a second look before you hand over a replacement.

A classic example: a student has been issued three chargers this school year. The next time a tech opens that student's profile, or scans a device out to them, Manage1to1 shows a clear warning so the tech can confirm before issuing another.

Permission Required

Configuring thresholds requires the Manage Replacement Thresholds permission on your role. The warnings themselves show for any tech working a user's profile or a checkout.

How it works​

Manage1to1 counts, per user, how many times each accessory or device type has been lost or replaced within a rolling window (for example, the last 12 months). When that count reaches the threshold you set, the warning appears.

You control two kinds of threshold:

  • Accessories (chargers, styluses, cases, and anything else in your Accessory Catalog).
  • Device types (each device model your district tracks).

For each, you set:

  • Warn at a number of losses or replacements.
  • Within a window of months.

Set Warn at to 0 to turn a warning off.

Setting your thresholds​

  1. Go to Settings > Replacement Thresholds.
  2. Under Defaults, set a threshold that applies to all accessories and one that applies to all device types. These are the values used unless you set a more specific rule below.
  3. To treat a specific accessory or device type differently, find it in the Per-Accessory or Per-Device-Type list and enter its own Warn at count. Leave the count blank to keep using the default. This is handy for stricter limits on expensive items.
  4. Click Save Changes.
Device warnings start off

Out of the box, accessory warnings use a sensible default and device-type warnings are turned off (their default Warn at is 0). Set a device-type default or a per-type value when you're ready to start warning on device losses.

Where the warnings appear​

  • On the user profile. A warning banner appears near the user's accessories, naming what they've reached the threshold on (for example, "Charger (3 in 12 months)").
  • At checkout. When you scan or select a device to check out to a user, a warning is shown before the checkout completes if that user is over a device-loss threshold. The tech acknowledges it and can still proceed.

The warnings never block an issue or checkout. They exist to prompt a quick review, and the tech always makes the final call.

What counts toward the threshold​

A user's count for an accessory or device type includes:

  • Items marked lost for that user within the window.
  • Replacements issued to that user within the window (a replacement implies the previous one was lost).

Returned items and items still in the user's hands do not count as losses.

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