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Creating a Label Template

Please note that Asset and User Label Templates are available for the following modules:

  • Assets

  • Facilities

  • Resources

The Manage Label Templates permission allows users to view, create, edit, copy, and delete templates.

There are two types of label templates: Asset templates and User templates. Each type comes with a specific set of fields and default values that apply to those fields. Asset templates are designed for managing resources or items, while User templates focus on profiles.

The Label Templates page is located on the left-hand navigation. Upon accessing this page, it displays the list of all label templates in alphabetical order, organized in five columns:

  • Template Title

  • Barcode Type

    • The Barcode Type can be Regular (Code 128) or QR.

  • Label Type

    • The label type can be either Asset or User.

  • Created By

  • Actions

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Creating an Asset Type Label Template

To create a new Asset Type label template, select New Template in the top right corner of the Label Templates page.

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The Label Template Details page opens.

Regular (code 128) example

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QR code type with custom text example

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Field Name

Required/ Optional

Description

Template Name

Required

The template name should be unique. If the entered name already exists, you cannot save the template and will get an error saying, “Can’t have multiple templates with the same name.”

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Label Type

Required

The Label Type defaults to Asset. You can change the default by selecting another option in the drop-down menu. The available options are Asset and User.

Label Barcode Type

Required

The Label Barcode Type defaults to Regular (Code 128). You can change the default by selecting another option in the drop-down menu. The available options are Regular (Code 128) and QR Code.

Label Barcode Value

Required

The Label Barcode Value defaults to Asset Tag. You can change the default by selecting another option in the drop-down menu. The available options are Asset Tag, Serial Number, and Owner SchoolId.

If a Serial Number is selected and the Asset doesn’t have a Serial Number, the barcode will default to the Asset Tag.​​​​​

Barcode Width

Required

The Barcode Width is a percentage of the label width and defaults to 100% (Default). You can change the default by selecting another option in the drop-down—available options: 25%, 50%, 75%, and 100% (Default).

Label Width

Optional

The Label Width defaults to 3.5. You can change the default by entering a custom Label Width. It will be displayed horizontally on the printed area. When entering the Label Width, it is recommended to consider the left and right margins.

The Label Width is applicable only when the user selects the 1 label per page printing option. The bulk label print option has the label width set to 2.625 inches, and it is not customizable.

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Width Measurement Type

Required

The Width Measurement Type defaults to Inches. You can change the default by selecting another option in the drop-down menu. Available options are millimeters, Inches, and Centimeters.

The Width Measurement Type is only applicable when printing 1 label per page.​​​​

Label Height

Optional

The Label Height defaults to 1. The user can change the default by entering a custom Label Height. The label height will be displayed vertically on the printed area.

The Label Height only applies when the user selects the 1 label per page printing option. The bulk label print option has the label width set to 1 inch, which is not customizable.

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Height Measurement Type

Required

The Height Measurement Type defaults to Inches. You can change the default by selecting another option from the dropdown—available options are millimeters, Inches, and Centimeters.

Height Measurement Type is applicable only when printing 1 label per page.

Number of Label Lines

Required

The Number of Label Lines defaults to 5. You can change the default by selecting another option in the drop-down menu. Available options are 1-6.

Line 1: Title

Optional

Line 1 defaults to Site Name.

Lines 2-6 are cleared by default.

You can select a value from the dropdown. Available options are barcode, Site Name, Asset Tag, Serial Number, Location Name, Room Name, Location With Room, Owner Name, Owner Email, Owner School ID, Model Name, Funding Source, Warranty Expiration, and (Custom Text).

If you select Barcode for any line, the Barcode Type and Barcode Value will be displayed in place of the Line's position. The Barcode can be chosen for any line and displayed at the top, middle, or bottom of the label.

Additional Custom Text/
Custom fields

Optional

For any line from 1 to 6, select a (Custom Text) option from the dropdown to enter your info or text, such as the School website or “Do Not Remove.”

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The following Additional Asset fields are available for selection: Deployed Date, End Of Life Date, Expected Lifetime, Insurance Expiration Date, Invoice Number, PO Number, Purchase Price, Purchased Date, Replacement Cost, Retired Date, Salvage Value, Slot Number, and Specific Location.

The following Custom Asset fields are available for selection: the Last Maintenance Date, the Next Maintenance Date, and the MAC Address.

Depending on the district's asset apps, the following asset fields from the apps will be available for selection.

The following Supported iiQ Payment Integrations fields are available for selection.

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The following Incident IQ Fee Tracker fields are available for selection.

Show content

The following Spare Pool Management fields are available for selection: Spare Pool: Group Name, Spare Pool: Issue Date, and Spare Pool: Pool Name.

Advanced Settings

Optional

Custom CSS—This field is off by default, but you can expand the dropdown and apply custom CSS to modify the label (e.g., different Font styles and Font sizes).

CSS knowledge is needed to use this field.

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The Following CSS controls are supported for customizing label templates:

  • BackgroundColor

  • Border

  • BorderBottom

  • BorderLeft

  • BorderRight

  • BorderTop

  • Color

  • Display

  • Font

  • FontSize

  • FontWeight

  • LetterSpacing

  • LineHeigh

  • MarginBottom

  • MarginLeft

  • MarginRight

  • MarginTop

  • MaxHeight

  • MaxWidth

  • Padding

  • PaddingBottom

  • PaddingLeft

  • PaddingRight

  • PaddingTop

  • Position

  • Right

  • Overflow

  • OverflowWrap

  • OverflowX

  • OverflowY

  • TextAlign

  • TextOverflow

  • WordBreak

  • WordWrap

  • WhiteSpace

  • ZIndex

  • Top

  • Left

The Save button will be enabled only after all the required fields are completed. All fields will be validated before you save the template.

Due to variances in PPI (Pixels per inch), your monitor might not display the preview correctly. However, the printing will be accurate to the specified width and height provided.



Looking up an Asset to Preview

Selecting Lookup an Asset to Preview opens the Lookup asset to preview window, allowing you to search for an asset. A label preview with the asset details is displayed if the asset is successfully found and selected.

This button is displayed only if the user has permission to ‘View Asset List and Details’.

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You can look up an asset using its Asset Tag. Enter the Asset Tag and then select "Lookup Asset Tag."

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Alternatively, you can enter a Serial Number and select Lookup Serial Number.

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The Asset Details tab will show the details of the found asset.

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Choose "Preview Label" to see how the label will appear.

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Due to PPI variances, your monitor might not display the preview correctly. However, the printing will be accurate to the specified width and height provided.


Creating a User Type Label Template

To create a new User Type label template, select New Template in the top right corner of the Label Templates page.

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The Label Template Details page opens.

Regular (code 128) example

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QR code type with custom text example

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The User Type template shares most fields with the Asset Type but includes specific fields unique to the User Type.

Field Name

Required/ Optional

Description

Label Type

Required

The Label Type defaults to Asset. The user can change the default by selecting another option from the dropdown—available options: Asset and User.

Label Barcode Value

Required

If the User Type is selected, the Label Barcode Value defaults to School ID, but the user can still choose another value from the dropdown. Available Options are Email, User Name, and SchoolId.

The Save button will be enabled only after all the required fields are filled out.

Due to PPI variances, your monitor might not display the label preview correctly. However, the printing will be accurate to the specified width and height provided.

User templates created in one product will be visible across Assets, Facilities, and Resources if the district has those products.


Looking up a User to Preview

Clicking "Lookup a User to Preview" opens the Select User window, allowing you to search for a user. If the user is found and selected, a preview of the label with the user's details will be displayed.

This button is displayed only if the user has permission to ‘View User List and Details’.

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A User search can be filtered by Location and/or Role.

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Clicking on the user will return to the Label Template Details page, displaying the label preview with the chosen user details.

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Due to PPI variances, your monitor might not display the label preview correctly. However, the printing will be accurate to the specified width and height provided.

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