Adding Comments to an Asset Using Basic Add

Summary

In this article, you will learn the steps to add comments to the custodial record of an asset via the Basic Add screen.

Body

   Overview   

In this article, you will learn the steps to add comments to the custodial record of an asset from the Basic Add page

1. Step 1

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First, log into the UGA Financial Management System.

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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Enter the appropriate information into the Tag Number field.

Example shown here: "674390"

4. Step 4

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Click the Search button.

5. Step 5

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The General Information for the searched asset is displayed at the bottom of the page. If necessary, scroll down on the page to view the information.

Click the Arrow to view more details about the asset.

6. Step 6

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The Asset information page is displayed. If necessary, scroll down the page to view more information.

To add Comments for the asset, click the Location/Comments/Attributes link.

7. Step 7

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The Comments section is displayed.

Click the Arrow to expand the comments field.

8. Step 8

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The Comments field is expanded. 

Note: Any older comments will be saved in the historical record and can be viewed anytime.

Click the Plus Sign to add a new comment.

9. Step 9

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Enter the appropriate information into the Comment field.

Example shown here: "For access to this asset, see the second floor help desk "

10. Step 10

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Click the Save button.

11. Step 11

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The Comments section is displayed with a new Comment, Date/Time, User and Name.

Details

Details

Article ID: 149840
Created
Sat 9/24/22 11:25 PM
Modified
Fri 3/8/24 2:33 PM