User Information Tab
The User Information tab serves as the operational home for an individual user. It is designed to give staff a complete, at-a-glance understanding of who the user is, what they currently have checked out, and whether there are any open issues that need attention.
In most day-to-day workflows, this is the only tab staff need to complete common tasks such as issuing devices, reviewing incidents, or confirming eligibility (AUP/Device Fee compliance).
Overview
Rather than separating identity, inventory, and incidents into different screens, the User Information tab brings those elements together in a single view. This allows staff to make informed decisions without switching contexts or navigating through multiple pages.
The layout intentionally prioritizes current and actionable information. Historical data is available in other tabs, but this view focuses on what is happening right now with the user.
User Summary and Quick Actions
The left side of the page provides a concise summary of the user along with the most common actions staff perform during an interaction.
At a glance, staff can confirm the user’s identity, building association, and user classification, which helps avoid mistakes before performing actions such as device checkout or incident creation. Status indicators and year-to-date metrics provide immediate context, especially when assisting users who may have recurring issues.
The action buttons are designed to support front-line workflows. Issuing a device, recording acceptance of the Acceptable Use Policy & Device Fees, or producing a printable snapshot can all be done without leaving the profile. These actions are intentionally grouped here so staff do not need to search for them elsewhere in the system.
User Information Details
The main User Information panel contains the core account details used throughout the platform. This information establishes how the user is identified, authenticated, and associated within the organization.
Fields such as building, identifiers, and grade are typically sourced from upstream systems and are displayed here for reference and verification. Custom created fields can also be displayed here. When changes are needed, authorized staff can update these values directly using the Edit action.
In environments where restricted plans are used, this panel also provides access to plan configuration. Restricted plans are commonly applied when a user requires limitations due to policy violations, billing status, or other administrative considerations. Keeping this control visible ensures staff can quickly determine whether special conditions apply to the user.
Current Checkouts
The Current Checkouts section reflects all items that are actively assigned to the user. This is the authoritative source for understanding what the user is responsible for at any given time.
Because this table is focused on active records only, it is intentionally concise. Staff can quickly verify whether a device is already issued, confirm identifying information such as serial or asset tag, and take action as needed. Returning a device or initiating an incident is handled directly from this section, eliminating unnecessary navigation.
This section is especially important during intake, exchanges, or troubleshooting scenarios, where knowing the exact device in the user’s possession is critical.
Current Incidents
The Current Incidents section highlights issues that are still unresolved. By separating active incidents from historical ones, the system ensures that ongoing work is not overlooked.
This view allows staff to immediately see whether a user has open damage, loss, or investigation records and what stage those incidents are in. Actions such as reviewing details or completing an incident are available inline, supporting efficient resolution without requiring staff to leave the profile.
The presence of open incidents here often informs next steps, such as whether a device can be issued, whether billing may apply, or whether further review is needed before proceeding.
Guardians
For student users, the Guardians section provides visibility into associated contacts. This information is commonly referenced when communicating about incidents, device issues, or policy matters.
Having guardian information directly within the user profile reduces the need to consult external systems during support interactions. When guardians are present, staff can quickly confirm relationships and contact context. When none are listed, the absence is clearly indicated, helping staff identify when additional information may be needed.
How This Tab Is Intended to Be Used
The User Information tab is intentionally optimized for real-world interactions. Whether staff are working at a service counter or responding to a ticket, this view provides the information and controls needed to act confidently and efficiently.
For deeper historical analysis, auditing, or reporting, additional tabs such as Incident History, Checkout History, and Activity Log extend beyond this view. However, most operational decisions begin and end here.