BAR 101 April 21, 2016 DirectLine 2.5 Cheryl Bivens Fiscal Analyst

DirectLine 2.5 Topics Today Add New Assets Dispose of Assets Save and Export Reports Create Inventory Lists Create Custom Export Reports Other 2

Megamation / DirectLine 2.5 Facilities departments have been using Megamation for several years Used for maintenance, inventory control, key inventory Data collected for annual Facilities Inventory System Report Financial data features added to replace legacy FAE Interim application and staging area for PeopleSoft conversion 3

Add New Assets 4

(Equipment, Land, Buildings) 5

Enter New State-Tagged Equipment General Tab 6 All green shaded fields are required by DL application See field descriptions in User Guide for additional System required fields

Enter New State-Tagged Equipment FAE/CostTab 7

Enter New State-Tagged Equipment Lease/Warranty Tab 8

Enter New State-Tagged Equipment Eqp Inventory Tab 9

State Land Entry – Master Record 10

State Land Entry – Investment/Maintenance 11

State Land Entry – Disposal 12

Building/Site Entry - Facilities 13

Building/Site Entry - AMS 14

Building/Site Entry – Finance 15

Asset Disposal 16

Step 1 - Create Surplus List 17

Gather all your surplus items in one list: 18

Step 2 – Surplus Transfer 19

Save and Export Reports Create Inventory List 20

Any report you generate can be saved to the DirectLine server. It can then be copied from their server to your local drive or sent by Reports are either Excel or PDF 21 Save and Export Reports

22 Save and Export Reports 1)Select your files (s) 2) or Copy

Create Inventory List This is one of many reports available in the Analysis Module. A library of pre- defined export reports can be launched with your sorting and filtering criteria to personalize the information you need. We will cover creating a new export report with the Export Definition Wizard later in this training. 23

Create Inventory List 24 Review and modify Sort and Filtering criteria

Sort Criteria 25

Filtering Criteria 26

Create Custom Reports 27

Select Asset Master table Select Desired Fields 28

Select fields for sorting Select fields for filtering Set default criteria for sorting Set default criteria for filtering Name your report Enter description of your report Test your results Come back and make any adjustments 29

When all else fails – read the instructions! Help is availableHelp is available: 30