Running a Query to Locate All Assets by Department

Summary

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.

Body

   Overview   

You can use the UGA_AM_SEARCHBYDEPTID query (click here to run) in the UGA Financial Management System to return a list of all 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. You must have access to query viewer/tiles before performing this process.

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.

Examplw 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 we need to search assets by departments is called UGA_AM_SEARCHBYDEPTID.

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 all 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. From here you can use Excel to filter, sort or search for asset information as needed.
 

Details

Details

Article ID: 148985
Created
Sat 9/24/22 11:00 PM
Modified
Tue 6/25/24 2:12 PM