Changing the Custodian of an Asset - Define Operational Info

   Overview   

In this article, you will learn how to change the custodian of asset with less details and historical views.

   Instructions   

  1. Step 1: Click the Classic Home tile.
  2. Step 2: Navigate to the Define Asset Operational Info page.
  3. Step 3: In the Business Unit field enter the appropriate information.
  4. Step 4: Leave the Asset Identification field blank.
  5. Step 5: In the Tag Number field enter the appropriate information.
  6. Step 6: Click the Search button.
  7. Step 7: The Asset Information tab is displayed.
  8. Step 8: Click on the magnifying glass to the right of the Empl ID.
  9. Step 9: In the Last Name field enter the appropriate information.
  10. Step 10: Click the Look Up button.
  11. Step 11: Under the search results select the appropriate Employee ID .
  12. Step 12: In the Custodian Information section, the asset is checked as offsite.
  13. Step 13: Click the Save button.
  14. Step 14: The Define Asset Operational Information page saves successfully.

In this article, you will learn how to change the Custodian (End-User) of an Asset from the Asset Operational Info page.

1. Step 1

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Click the Classic Home tile.

2. Step 2

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

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

3. Step 3

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In the Business Unit field enter the appropriate information.

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

Enter "18000".

4. Step 4

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Leave the Asset Identification field blank.

5. Step 5

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In the Tag Number field enter the appropriate information.

Enter "674390".

6. Step 6

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Click the Search button.

7. Step 7

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The Asset Information tab is displayed.

The Asset information is a summarized view of the basic asset information.

8. Step 8

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In the Custodian Information section, click on the magnifying glass to the right of the Empl ID .

9. Step 9

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In the Last Name field enter the appropriate information.

Enter "Hadley".

10. Step 10

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Click the Look Up button.

11. Step 11

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Under the search results select the appropriate Employee ID .

12. Step 12

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In the Custodian Information section, the asset is checked as offsite. Note the asset can be offsite or onsite.

13. Step 13

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Click the Save button.

14. Step 14

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The Define Asset Operational Information page saves successfully.

 

Details

Article ID: 148712
Created
Sat 9/24/22 10:52 PM
Modified
Fri 1/5/24 5:04 PM