aims –asset inventory management system. aims – combines the following areas into one integrated...
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AIMS –Asset Inventory Management System
AIMS – combines the following areas into one integrated system:
Property Inventory
AIMS provides the following:Tracking and reporting (including
depreciation) of all University owned capital equipment.
Annual physical inventories of all University owned capital equipment.
Departmental Assets
AIMS provides the following:Capability to create and maintain records for
your non-capital assets.Maintain your own information for capital
assets.Include in the annual physical inventory and
surplus processes.
Surplus is the state sanctioned means of disposing of items (capital and non-capital) that are no longer needed.
AIMS provides the following processes:Process for identifying items to surplusApproval by management of items to be
disposedItems picked up and moved to the Surplus
WarehouseItems auctioned to the public
Surplus
What’s currently in AIMS?
All active capital assets were converted from Property Accounting’s system. If an asset was disposed before the end of March, it was not converted (i.e. no record of the asset in AIMS).
Property Accounting is continuing to maintain their old system as well as using AIMS to add new assets and maintain existing assets.
How will AIMS change during the next couple of months?
Currently, you may to track and process changes to your assets using AIMS.
You can use the departmental asset features of AIMS for both capital and non-capital assets.
Surplus functions will be available for use before June 30th.
AIMS will be fully functional by July 1.AIMS information on the web
How to find information using AIMS
Main Menu
Finding Asset Information
GAAM – General Asset Access MenuLATN - List Assets by Tag NumberLASN - List Assets by Serial NumberLABU - List Assets for BU, Status, Capital &
DateLAR - List Assets for RoomLALH – List Asset Location History
LABU - List Assets for BU
Asset Status –
AI (ActiveInventoried)
Capital CodeC – CapitalN – Non-Capital
Date (Date asset was acquired) –If entered, the
list will onlydisplay assetsacquired on orafter that date
LABU - List Assets for BU
• BU – enter the BU for your department.• Status – there are several active statuses
for an asset. • AU – Active Untagged capital asset• AI – Active Inventoried capital asset or active
departmental asset • AN – Active but Not inventoried capital asset• AQ – Active and Queued for surplus
LABU - List Assets for BU (cont)
• Capital Code• C – Capital asset (red tag)• N – Non capital asset (blue tag)
• Date – refers to the date the asset was acquired. This is an optional field used to narrow your search. Entering a date will only display assets that have an acquisition date on or after the entered date.
Control No vs Tag No
Control No is unique system generated identifier for each
asset. This number stays with the asset throughout its life.
Tag No is the official number assigned by Property Accounting.
Once an asset is tagged, this number
is the primary identifier of an asset.
Red tag – capital assets
Blue tag – non-capitalassets
When entering a tag number in the Control No field, you must prefix the tag number with a T
Viewing Asset Information
• Asset (A) function displays all the information about your asset.
• The first screen displays all of the primary information about the asset.
• The asset’s description is located to the right of the control number in the body of the screen.
• The extended text can be accessed by pressing PF9 (EText).
• The asset cost distribution can be accessed by pressing PF10 (CDst).
Asset (A) – Basic information
AssetDescriptio
n
Physical Locationof asset
Asset (A) – Asset Cost Distribution Window
AssetCost
Distribution
access bypressing PF10
Viewing Asset Information (cont)
• The second screen displays audit information such as how and when the asset’s last location was verified.
• Information relating to the disposition of an asset, if appropriate.
Asset (A) – Physical Location and Disposition Information
Viewing Asset Information (cont)
• The third screen displays departmental information.
• Departmental users can enter information related to both capital and non-capital assets.
Asset (A) – Departmental Information
DepartmentalInformation
Viewing Asset Information (cont)
• The fourth screen displays all the audit log information. This screen is primarily used by Property Accounting.
Asset (A) – Audit Log Information
Asset Location and Responsibility
ALRM – Asset Location and Responsibility MenuABRL (Asset BU, Responsible employee, and
Location)MCRE (Mass Change of Responsible
Employee)LARE - List Assets for a Responsible
Employee
No more paper forms
You can process changes to your assets:
ABRL (Asset BU, Responsible emp. & Location) is the function that allows you to:Transfer an asset from one BU to anotherTARGET (electronic) approval by both the BU currently
assigned the asset and the BU receiving the asset Department head or director level required for BU transfers Contact person only for location or responsible employee
changesChange the physical location of an assetRe-verify the location of an asset during the physical
inventory process, if the asset wasn’t scanned or if the asset has an off-site address.
Change the responsible employee of an asset An email is sent to the new responsible employee to notify him/her
of his/her new asset responsibility.
ABRL - Asset BU, Responsible emp. & Location
Transfer toanother
BUChangephysical location
Changeresponsible employee
This process eliminates the paper forms previously required by Property Accounting.
ABRL - Asset BU, Responsible emp. & LocationTransaction Reviews
No value security on this function since it has to be approved
Employees who are designated as Departmental Contacts will be responsible for approving changes made via ABRL.
If you are designated as the reviewer and you process a change, your approval will be automatic.
If you transfer an asset to another BU, that transaction must be reviewed at a department head/director level for your BU as well as the receiving BU.
Changing responsible employee for an employee who has responsibility for multiple assets within the same BU
MCRE (Mass Change of Responsible Employee) eases the changes to the responsible employee due to turn over or job reassignments.For all assets assigned to that employee for a
specified BU.Security by Value – user must be authorized for the
Asset BU. Note: User must also be the primary contact person for that BU.
An email is sent to the new responsible employee notifying him or her of his or her new responsibilities.
MCRE (Mass Change Responsible Employee)
Using Help (PF1) Facility to Find Responsible Employee and
Room Tag Numbers
Using Help (PF1) Facility to Find Responsible Employee
Press PF1for
Employee Name search
Using Help Facility to Find Responsible Employee (PF1)
Selectone of the names to
verify whether it’s the correct
employee
Using Help Facility to Find Responsible Employee (PF1)
Employeeinformatio
n
&&&&&&&&&
Using Help Facility to Find Responsible Employee (PF1)If you can’t find employee, try entering last name
Physical Location of an Asset
For campus locations, the physical location is identified by the room tag number (typically the building code and room number).
AIMS allows users to enter an ‘off-site’ location for an asset. The off-site location is the address where the asset is currently located. For example, when an asset is at someone’s home.
Using Help Facility to Find Room Tag No (PF1)
Current Building and
Room aredisplayed
Using Help Facility to Find Room Tag No (PF1)
Enter desired
Building with or without
room
Select desiredroom
Off-Site Locations are allowed
Blank out the Room Tag and
enter desired
address or off-site location
LARE (List Asset for Responsible Employee)
Press PF6to displayTag No
Departmental Assets
Create and maintain records for non-capital assets
Maintain information for capital assets
DAI - Departmental Asset/Information
Facility for creating, updating, and viewing non-capital assets (blue tag).
Security by Value – user must be authorized for the asset’s BU in order to update information for that BU.
TARGET (electronic) approval by contact personUnlimited text featureBlue tagged assets may be scanned during the
annual Physical Inventory process.
DAI - Departmental Asset/InformationAdding a non-capital asset
DAI - Departmental Asset/Information (screen 2) Adding a non-capital asset
DAI -Departmental Asset/Information – Extended Text (PF9)
ExtendedText –
Press PF9to add or
view information
DAI - Departmental Asset/InformationCopying a non-capital asset
View assetthat you want
To Copy.Change Action
to C (Copy)and type in new Tag Noand press
Enter.
Simply type in correct Serial
Numberand press
PF10 to save.
Be sureto change Room, if
appropriate
DAI - Departmental Asset/Information (cont.)
Additional departmental information that can also be added and maintained for capital assets via the second screen:Warranty ExpirationPossessing BUAsset Class Image URLInformation codes and Values
DAI - Departmental Asset/Information for Capital Assets
DAI - Departmental Asset/Information (Screen 2)for Capital Assets
Departmental
Information Codes
Departmental Information Codes
Departmental Code – identifies a specific data item stored in an associated value field, i.e.: OS (operating system), MEM (memory), DLS (date last service), or PO (purchase order).
Data Value for an associated departmental information code – is the actual information being retained while the code identifies the type of information.
LDIC (List Dept Information Codes by code)Examples of Dept Info Codes
LDIC (List Dept Information Codes by code) Examples of Dept Info Codes
LBUI (List assets for BU, Status & Info code) Dept Info Values
Dept Information
code
LBUI (List assets for BU, Status & Info code) Dept Info Values
Dept Information
code
Dept Infovalues
DAC – Departmental Asset Classification
Allows you define asset classifications to use for your own purposes of aggregating, sorting, or selecting their assets.
Departmental asset classifications are user defined for each BU.
DAC – Departmental Asset Classification
LDCC (List Departmental Asset Classes)
DepartmentalAsset Classes
For a BU
LBUD – List assets for BU, Status & Dept Class Dept Asset Class
List of assets with a Departmental
Class of Desktop
Reports via JOBS &
Data Warehouse information
Reports
Several reports are available via JOBS:AIJCABU – Capital Assets for a
Budgetary UnitAIDAEF – Departmental Assets Extract
fileAIJMCAB – Missing Capital Assets for a
Budgetary Unit
AIJCABU – Capital Assets for a Budgetary Unit
Enter your BU. You can sort
the report by Tag
number or Location.You can print the report,
download a file, or
both.
AIDAEF – Departmental Assets Extract file
AIJMCAB – Missing Capital Assets for a Budgetary Unit
Data Warehouse
AIMS.Asset file – contains all asset information
AIMS.Asset_BUNIT – contains the contact information and inventory dates
AIMS.Asset_Cost – contains the asset cost information
AIMS.Asset_Item – contains the asset item information
AIMS.Asset_Room – contains building and room informationData warehouse file for Departmental Information codes and Values – future file
Surplus
The State sanctioned method for disposing of items no longer
needed by departments.
Surplus
Create surplus batchIdentify items to add to surplus batchApproval by management of items to be
surplusedReport and labels sent to surplus
employeeItems picked up and moved to the Surplus
WarehouseItems auctioned to the public
Create Surplus BatchSPB (Surplus Pickup Batch)
Create Surplus BatchSPB (Surplus Pickup Batch)
SurplusBatch No
SA (Surplus Asset) - Adding Items to Surplus BatchSurplus Description Window
Select anitem
description
Press PF10
to save
SA (Surplus Asset) - Adding Assets to Surplus BatchAdditional Information about Asset or Item
Information about asset
Condition
Pre-surplus action
Press PF10
to save
Quantity Location
SA (Surplus Asset) - Adding Assets to Surplus BatchPre-surplus Action Code Help Window
Required toenter a
pre-surplus code for
each item
SA (Surplus Asset) - Adding Assets to Surplus BatchNewly added item
All desks, file cabinets, bookcases,
and credenzasmust be
certified that they are unlocked
and empty
Cannot entry multiple
quantities of these items, must create
a SA for each item referenced
Above.
SA (Surplus Asset) – Adding Assets to Surplus BatchAdding next item
Blank outControl No
field or enter a
Tag number to
add another asset to Surplus Batch
SA (Surplus Asset) - Adding Tagged Assets to Surplus BatchCapital or Departmental
Enter the Tag number
in the Control No field and
press Enter.
Surplus Description
window appears.
SA (Surplus Asset) - Adding Tagged Assets to Surplus BatchCapital or Departmental
SA (Surplus Asset) - Adding Tagged Assets to Surplus BatchTagged Asset’s status is changed when added to a Surplus Pickup
Batch
Tagged Asset’s status is
AQ (Active Queued
for Surplus)
LSB (List Surplus assets for a Batch)
Control or Tag number
are the numbers used by
Surplus for the labels
that you will receive to
affix to your assets for pick up by
the Surplus Warehouse.
Information regarding Surplus Batch Pickup
Press PF4 (DCode) to
display information regarding the batch
Surplus Pickup Batch Approval
Submit batchfor approval
Must be approved by department
head or director
Questions