TRAINING TOOLBOX Transferring An Asset From Your Department To Another Department

TRAINING TOOLBOX 2 Professor Gives Asset To Colleague  Dr Brown, a Research Scientist in GTRI, has agreed to give her oscilloscope to Dr. Smith.  She has asked you to handle transferring the oscilloscope to Dr. Smith in Biology.  You initiate the transfer on-line in Asset Management. CAAD facilitates the transfer with the Property Coordinator in Biology.  CAAD notifies you when the transfer is approved and you can move the asset to Biology

TRAINING TOOLBOX 3 Accessing Asset Transfer Request My Financials

TRAINING TOOLBOX 4 Step #1: Select “From” Department Only departments under your authorization are displayed

TRAINING TOOLBOX 5 Select Asset  Click Asset to view details before selecting

TRAINING TOOLBOX 6 Select Asset To Transfer  Click “Transfer”

TRAINING TOOLBOX 7 Provide Transfer Info Always include “From” and “To” Click Transfer Enter “To” department Submit request

TRAINING TOOLBOX 8 Step #2: CAAD Facilitates Transfer  Submit confirmed  generated to CAAD

TRAINING TOOLBOX 9 Step #3: CAAD Approves Transfer  CAAD notifies Property Coordinators transfer has been approved. Asset transfer complete New dept updates location

TRAINING TOOLBOX 10 Click to exit