Asset Management

Training Guide

Asset Management Training Guide

Table of Contents

Employee Self Service Viewing/Transferring an Asset

Objective................................................................................................................................................3

Introduction............................................................................................................................................3

Navigation..............................................................................................................................................4

Process.............................................................................................................................................. 5-6

Manager Self Service – Approving an Asset......................................................................................7-7

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Asset Management Training Guide

Objective

By the end of this course, you will be able to:

Describe the asset management business process and system structure. To view and initiate a request to transfer their asset/s to another activity nbr, project, location and or

custodian. Both transferring and receiving departments’ will be able to approve the transaction before it is routed

to Property Control.

Introduction

What is an Asset? A. Accountable Property – Tangible, movable, personal property with a value of $5000 or more and which has a normal expected life of one year or more. B. "Attractive" Property – Accountable property, but is less than $5000 in value. Items include: VCR's, cameras, printers, monitors, etc. C. Computers Software and Related Equipment – are listed in the property record with a special code. Items include: monitors, modems, disc drives, etc. Off Campus Use Property may be used off campus only if for the use of the University. Such removal shall be authorized by the Department's Accountable Budget Officer and an Off Campus Form shall be furnished to Property Control for accountability. *Off Campus form: http://finance.fiu.edu/controller/Docs/offcampus.pdf (http://finance.fiu.edu/controller/Docs/offcampus.pdf)

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Asset Management Training Guide

Employee Self Service -Transferring/Viewing an Asset

Navigation

1. Sign into PantherSoft Financials

2. Follow this navigation: Main Menu>Employee Self- Service>Assets>View/Transfer Assets link.

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Asset Management Training Guide

Process

3. Locate the asset you wish to transfer.

4. Click the Transfer button.

Asset ID: System Assigned number

Asset Tag Number: FIU tag number assigned by Property Control.

5. Click the Transfer Asset option.

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Asset Management Training Guide

Process

6. Enter the desired information into the Date of Transfer field. Enter a valid value e.g. "07/08/2012".

7. Select the Location value.

8. Enter the desired information into the begins with field. Enter a valid value e.g. "w02".

9. Click the Look Up button.

10. Select the Location Code. Enter a value e.g. “ w02A000100”

For assets associated with a Project ID, please enter into the Department field the Organizational Department ID for the project. Run the following query to identify the Organizational Department for a particular Project ID: FIU_GL_DEPT_PROJ_LOOKUP

11. Click the Look up *Activity Nbr (Alt+5) button.

**Cost PID is an optional field

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Asset Management Training Guide

Process

12. Click the Look up Custodian (Alt+5) button. Enter the desired information into begins with field. Enter a valid value e.g. "2222222". Then Click “Look Up”button. Click an entry in the Employee Id column.

13. Enter comments if your department requires justification for the transfer.

14. Click the Submit button.

15. Click the OK button.

You have successfully transferred an asset.

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Asset Management Training Guide

Manager Self Service – Approving an Asset

Navigation

1. Sign into PantherSoft Financials.

2. Follow this navigation: Main Menu>Manager Self Service>Assets>Approve Asset Transfer

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Asset Management Training Guide

Manager Self Service – Approving an Asset

3. Click the Asset Identification cell. Select contains from the table menu. If you know the Asset Identification number you can use this field. If you do not know the Asset ID number, simply click search.

If you know the Asset ID number, enter it in the field & click contains, click search

4. Click the hyperlink with the desired Asset ID

5. Scroll down & select the Approve button

6. Click OK & the Asset Transfer has been approved.

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