Asset Coordinator Training FY19 Asset Coordinator training

Director Central Services Karl Skaar Director Central Services Lana Sacks Senior Administrative Associate Delia Cuevas Property Clerk Randy Thomas Donald Fulford Pam Peden Property Manager Max Meric RFID Coordinator Introductions Karl – Director of Central Services, 13 years at the North Campus Pam – Property Manager over 25 years of experience and knowledge Lana – Reviews Req’s, identifies assets at the req level and adds information. Trains on campus when requested Delia – adds assets to EIS (tagging), lead for Annual Inventory

What does an Asset Coordinator do? Updates Assets in EIS with Location, Custodian, Comments Point of Contact for Property Management for: Asset Transfers New Assets Surplus Requests Property Custody Receipts Cannibalization Missing, Lost, Stolen Assets Annual Physical Inventory Spot Check Inventory This looks like an extensive list however most of these tasks are not done frequently * This is the Agenda break down later in presentation

Sounds like a lot #1 But we have People and tools available to assist as needed Lets start with EIS, Update an Asset with Location, Custodian, Comments Run your Inventory 0_HSC_ASSETS_DEPT_CUST_DEPTID Open EIS https://eiswbfsqau.admin.unt.edu/psp/fsqau01/?cmd=login&languageCd=ENG&, or myfs.unt.edu

Sounds like a lot #2 Queries 0_HSC_ASSETS_DEPT_CUST_DEPTID B 0_HSC_ASSETS_DEPT_CUST_EMPLID 0_HSC_ASSETS_DEPT_LOCATION 0_HSC_ASSETS_DEPT_MISSING 0_HSC_ASSETS_DEPT_TAG_NBR C 0_HSC_ASSETS_DEPT_PO_COMMENTS 0_HSC_ASSETS_DEPT_PO_NBR 0_HSC_ASSETS_PCR_EXPIRED I have divided the queries into 3 categories The most commonly used query should meet most of your needs Good information when you are looking for specific information Good for research on Purchase Orders, and what assets are offsite

Sounds like a lot #3, Asset Transfers New Assets Surplus Request / Work Order? https://www.unthsc.edu/operations/facilities-management/ Asset Transfers initiated by Department, completed by Property Control When a new asset is delivered to a Department we will notify the Coordinator Surplus Request – mention the Lab clean out with an e-mail or phone call

Sounds like a lot #4 almost there Where are the forms located https://www.unthsc.edu/operations/central-services/property-control/ Property Custody Receipt (Taking an Asset offsite) Cannibalization (Request for Authority to Remove Equipment from Inventory) Missing, Lost, Stolen Assets, (Missing/Stolen form) When in doubt contact us These slide presentations will be added to our web site for reference

FY19 Inventory Inventory will be done by Property Control with RFID readers Department Coordinators will be asked to assist with access, and follow up for assets that were not scanned Spot Check Inventory - you can run your inventory in EIS at any time and verify your assets If you have a P.I. or anyone with assets assigned leaving, you can update the Custodian and Location

Feedback Suggestions In order to meet your needs we need feedback, ideas, suggestions Additional training One on one training Communication preference

Thank you, we appreciate you taking time from your busy schedules to meet with us about Assets.