Assigning Instruments
Assigning an Instrument
Navigate to the instruments page and search for the instrument you'd like to assign. At the top of the Instrument Management section, the Assignments area will have the history of assignments for that student. If there is no current assignment, then you will have the option to "Assign instrument."
Click on the "Assign instrument" button to select the Member you'd like to assign the instrument to. Select the student, set a return due by date, and click "Assign Instrument" to assign.
The inventory assignment and the "Return due by" date will show up on the member/guardian dashboard so they can refer to this at any point while it is assigned to them!
Sending a Rental Agreement
Continuing from the section above, at this point, the instrument has been assigned to the student, and you may then be presented the option to send a rental agreement to one of the guardians for this student. If this student does not have a guardian on file, you will have the option to add one.
You can either select the guardian you'd like to send that agreement to and then click "Send Rental Agreement via SMS," or click "cancel" to skip this step. Clicking cancel does not cancel the assignment of that instrument, it only skips the process of sending out the agreement to a guardian.
That guardian will get a notification of that rental agreement request, and a unique link to bring to a signature request page:
The statements that begin with "I understand..." are customizable in your program settings page when you click the "Edit Waiver Settings" link.
The assignment history section will show that the agreement is "Unsigned" until the time that guardian electronically signs the agreement through the link that was sent to them. When they sign it, it will immediately update to "Signed by <Guardian full name>."
Ending an Instrument Assignment
On the Instrument Details page, you can choose to end that assignment by finding the active assignment and clicking "End Assignment."
Additionally, you can end the assignment from the student's Program Membership Details page. On that page, scroll down to the "Instrument assignments" section, and click the "End" button on the right side of the instrument assignment you'd like to end.