Running a Query to Locate Off-Site Assets by Department

   Overview   

You can use the UGA_AM_OFFSITE_BY_DEPT query in the UGA Financial Management System to view a list of all off-site assets owned by a department.

In this article, you will learn the steps to run a query for Asset Management, using the example of a query to search assets by department. 

1. Step 1

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First, log into the Financial Management System

From the UGA Financials home page, click the Query Viewer tile.

2. Step 2

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The Query Viewer page is displayed. In the begins with field, enter the query name.

Example shown here " UGA_AM ".

3. Step 3

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Displayed is a list of queries that are associated with Asset Management. You can scroll through the list and choose the query that is appropriate.

Note: For more information on each query and its purpose, please visit reports.uga.edu.

4. Step 4

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The query you need to search off-site assets by departments is called UGA_AM_OFFSITE_BY_DEPT.

Click the HTML link in the appropriate query row to open the query in html format.

5. Step 5

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The Query page is displayed. In the DeptID field enter the department number of the asset you are locating.

Note : The full Department ID ChartField does not have to be entered. You can also enter partial Department ID's by entering the first few characters followed by the % sign. For example, you could enter "10001%" to find assets under department ID's beginning with "10001".

Example shown here:  "1000%".

6. Step 6

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Click the View Results button.

7. Step 7

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The search results for the query are displayed.

Note : Data is masked to protect employee information.

To download the results to an excel spreadsheet, click the Excel SpreadSheet link.

8. Step 8

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At the bottom of the page, a pop-up window is displayed asking if you would like to open or save the query.

Click the Open button.

9. Step 9

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The Excel spreadsheet for the query you requested is displayed.  You can use Excel to filter and sort the data to find the data you need.