Reviewing the Custodial History of an Asset

   Overview   

The Custodial Record may have a history. This history contains equipment/asset information, location, custodian, serial number, etc.

In this article, you will learn how to review custodial history of an asset.

1. Step 1

Employee Self service homepage displayed with the Classic Home tile highlighted

First, log into the Financial Management System

On the UGA Financials page, click the Classic Home tile.

2. Step 2

Financial Managment page displayed with the Basic Add link highlighted

To navigate to the Basic Add page, select:

Main Menu > Asset Management > Asset Transactions > Owned Assets > Basic Add

3. Step 3

Asset Basic Information page displayed with the Business Unit field highlighted

The Asset Basic Information page displays with search criteria.

The Business Unit field will default to 18000 (determined by user preferences), leave as displayed.

Note: The Business Unit for Asset Management will always be 18000. You may need to enter this if this is not the default value in your user preferences.

4. Step 4

Asset Basic Information page displayed with the Asset Identification field highlighted

Leave the Asset ID field blank.

You can search by Asset ID. Examplw shown here: searching by Tag Number.

5. Step 5

Asset Basic Information page displayed with the Tag Number field highlighted

Enter the Tag Number into the Tag Number field.

Note: You can also search by asset ID if the tag number is not known.

Example shone here: "643560" .

6. Step 6

Asset Basic Information page displayed with the Search button highlighted

Click the Search button.

7. Step 7

Asset Basic Information page displayed with the Asset General Information tab highlighted

The Asset General Information tab is displayed.

8. Step 8

Asset Basic Information page displayed with the Asset Information highlighted

The Asset General Information tab is displayed.

9. Step 9

Asset Basic Information page displayed with the Manufacture/License/Custodian tab highlighted

Click the Manufacture/License/Custodian tab.

10. Step 10

Asset Basic Information page displayed with the Manufacturer Information highlighted

The Manufacturer Information is displayed at the top of the page.

11. Step 11

Asset Basic Information page displayed with the Include History button highlighted

Click the Include History button at the bottom of the page.

12. Step 12

Asset Basic Information page displayed with the Customer Information section highlighted

In the Custodian Information section, find the left and right triangle arrows at the top right of the Custodian Information box.

13. Step 13

Asset Basic Information page displayed with the Expand arrow highlighted

Click the right triangle in the top right corner of the Custodian Information box to see the past location and custodian information of the asset.

14. Step 14

Asset Basic Information page displayed with the Collape arrow and Custodian Information section highlighted

You can click the left triangle to navigate back to the most recent custodial record.

Note: The current and newest record will be displayed first, followed by the older records.

15. Step 15

Asset Basic Information page displayed with the View All link highlighted

To view all Custodian Information records, click the View All link.

16. Step 16

Asset Basic Information page displayed with the Custodian Information section highlighted

Custodian Information is displayed. You can scroll down to see each record.

Note: The first custodial record will be at the bottom of the page.

17. Step 17

Asset Basic Information page displayed with the View 1 link highlighted

At the top of the Custodian Information box, Click the View 1 link.

18. Step 18

Asset Basic Information page displayed with the View All link highlighted

The past records collapse and the View 1 Link changes to View All.
 
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