Onboarding Instructions

Instructions for Integrating your department with the Da Capo Inventory Software

<aside> 💡 Once your staff have received their Usernames and Password Creation Emails from Da Capo Inventory, they may begin the inventory and student import process. Some teachers may even begin the Instrument Repair Process earlier than you may think. Therefore, it is important to complete your district’s setup. If you would like your password to be sent before your staff has access, please communicate with Da Capo Inventory Support.

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What to do after your account has become activated?

Dashboard Setup

Vendor Setup

Teacher Access Levels

Suggested Feature Rollout

District Wide Implementation

Process of Change

Prior to staff rollout & Equipment

Staff Rollout

Suggested Feature Rollout

Enrollment Admin Functions

**NOTE, This page has not yet been migrated to the new help system. https://docs.dacapoinventory.com

Manage Enrollment

District Program Enrollment

Modify Student

Add Student

Upload District Enrollment

Vendor Admin Functions

Add Vendor

Vendor Details

Repair Admin Functions

**NOTE, This page has not yet been migrated to the new help system. https://docs.dacapoinventory.com

District Repair Summary

Repairs

Inventory Admin Functions

District Inventory Overview

Modify Inventory Item

Add Item

Upload District Inventory

Obsolete Instruments

Instrument Locations (Physical Inventory)

Library Admin Functions

Add/Modify a Library Item

Add a library item with a Barcode scanner

View District Library

Upload District Library

Rental Fees

District Rental Fee Overview

Year-End Procedures

Annual Rollover