How to Enter & Update Item Location in TERMS (Offsite, Bldg. Room)

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Presentation transcript:

How to Enter & Update Item Location in TERMS (Offsite, Bldg. Room)

What is an Offsite? Who updates a location? Property from one cost center (custodial cost center) housed at another location It is the responsibility of the custodial cost center on whose inventory this property is assigned, to keep accurate records of these item locations, including offsited equipment Who updates a location? Staff member(s) designated by administrator Staff member(s) must have access to asset transfer panels

How to enter & update an offsite Staff member signs into Terms Select “F” (Fixed Assets) on the Main screen

Select Menu “A”

Select panel #3

1. Type in your cost center number 2. Type A for Active Fixed Assets or UT for Uncapitalized Technology Tip: If you have the serial number, enter it in this field to refine search to a specific tag 3. Press [Enter]. All selected (A or UT) cost center tagged items will appear

Offsite column and BL-Room column will be highlighted for changes Select tag number to be updated and click in column 3. Type cost center number in offsite column (if applicable) 4. Type new building and/or room number in BL-Room column

Press [F6] to update

Navigate to the A4 screen to confirm the location is correct

Location has been updated. Success!! Location has been updated.