Changing the Location of an Asset - Define Operational Info

   Overview   

The Define Asset Operational Info page is different from the Basic Add page, because it does not show historical changes.

In this article you will learn how to change the location of an Asset to Brooks Hall.  This article will help you maintain custodial record of assets.

1. Step 1

classic home tile selected

First, log into the UGA Financial Management System.

Click the Classic Home tile.

2. Step 2

go from Main Menu > Asset Management > Asset Transactions > Owned Assets > Define Asset Operational Info

To navigate to the Define Asset Operations Info page, select:

Main Menu > Asset Management > Asset Transactions > Owned Assets > Define Asset Operational Info

3. Step 3

Search Criteria field selected

The Define Asset Operational Info search page is displayed.

Enter the appropriate search criteria into the Search Criteria fields.

Example shown here: enter "18000".

Note: The Business Unit for Asset Management will always be 18000.

4. Step 4

 Leave the Asset ID box blank.

Leave the Asset ID box blank.

5. Step 5

Tag Number field selected

Enter the appropriate information in the Tag Number field.

Example shown here: "6743890".

6. Step 6

search button selected

Click the Search button.

7. Step 7

Define Asset Operational Information displayed

The Define Asset Operational Information page displays the information you input in the previous step.

8. Step 8

location field search button selected

To find a location, click the lookup magnifying glass to the right of the Location field.

9. Step 9

The Look Up Location box is displayed

The Look Up Location box is displayed.

Example shown here: "Brooks" into the Description field.

10. Step 10

look up button selected

Click the Look Up button.

11. Step 11

Click the appropriate Location Code link

A list of locations will display,

Note: The Location Code is a combination of building and room number in one field.  The Description is the name of the building.

Click the appropriate Location Code link.

12. Step 12

save button selected

Click the Save button.

13. Step 13

The new Location and Custodian Information is updated

The new Location and Custodian Information is updated.