Changing the Off-Site Status of an Asset

   Overview   

The term off-site is used for equipment used off campus. Previously, in UGA's legacy system the room number field was used to identify off campus equipment. Now, in the UGA Financial Management System a checkbox is used to easily identify any equipment used off-site/off campus.

Note:  Once an asset has been returned to Campus, the building and room number should be reviewed and updated if necessary.  Please refer to the topic Changing Location of an Asset (from Basic Add Screen) for additional instructions.

In this article you will learn to change the status of an off-site asset that is no longer used off campus.

1. Step 1

UGA Financials homepage displayed with Classic Home tile highlighted

Click the Classic Home button.

2. Step 2

Classic Home page displayed with Basic Add page highlighted

To navigate to the Basic Add page, select:

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

3. Step 3

Basic Add page displayed wth Business Unit field highlighted

The Basic Add search page is displayed.

The  Business Unit  field will default to the value defined in your user Preferences.

Enter the appropriate information into the Business Unit field.

4. Step 4

Basic Add page displayed wth Asset Identification field highlighted

Enter the appropriate information into the Tag Number field.

Example shown here: "674390" in the Tag Number field.

5. Step 5

Basic Add page displayed wth Search button highlighted

Click the Search button.

6. Step 6

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

The Asset Information page will display.

Click the Manufacture/License/ Custodian tab.

7. Step 7

Manufacture/License/Custodian page displayed with Add Row button highlighted

The Manufacturer/License/ Custodian Information page will display.

This page contains the serial number and end-user Information.

If necessary, scroll down to the Custodian Information box.

Note: Data has been distorted to protect employee information.

Click the Add Row (+)  icon.

8. Step 8

Manufacture/License/Custodian page displayed with Effective Date field highlighted

The Effective Date field will default to the date that the asset was originally entered.

9. Step 9

Manufacture/License/Custodian page displayed with Custodian field highlighted

Leave the Custodian field as displayed.

10. Step 10

Manufacture/License/Custodian page displayed with This Asset is Offsite box highlighted

Uncheck This Asset is Offsite by clicking the checkbox.

11. Step 11

Manufacture/License/Custodian page displayed with Empl ID field highlighted

Leave the Empl ID field blank.

12. Step 12

Manufacture/License/Custodian page displayed with Save button highlighted

Click the Save button.

13. Step 13

Manufacture/License/Custodian page displayed

The Manufacture/License/ Custodian tab is displayed with the saved information.