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

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First, log into the Financial Management System

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

2. Step 2

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To navigate to the Basic Add page, select:

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

3. Step 3

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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

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Leave the Asset ID field blank.

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

5. Step 5

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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

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Click the Search button.

7. Step 7

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The Asset General Information tab is displayed.

8. Step 8

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The Asset General Information tab is displayed.

9. Step 9

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Click the Manufacture/License/Custodian tab.

10. Step 10

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

11. Step 11

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

12. Step 12

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

13. Step 13

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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

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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

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

16. Step 16

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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

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

18. Step 18

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