1 Lesson 7: Transfer Equipment

2 Training Objectives u At the conclusion of this lesson, PCMS LFPCs and AFHCs will be able to: n Query and transfer equipment records

3 Main Screen

4 Querying Equipment  Query all Equipment by LFPC  Query by Equipment  Query by Group  Query Tips:  Enter the value in a query field and hit the “Find” button  The % wildcard can be used  Use scroll bars to navigate between Equipment records  Use lists available to select values from, such as “LFPC User ID”

5 Practical Exercise 1.Query all vehicle\equipment records attached to the LFPC UserID you logged on with. 2.Query all vehicle\equipment records in the Region “01”.

6 Rules for Transferring Equipment 1.The AFHC\LFPC can only transfer equipment that is within their SAC scope of authority. 2.A transfer is when the fleet equipment is moved to a new LFPC, new unit, or sub-unit. 3.If an LFPC is being replaced, check the “Replacement” box and enter the UserID of the LFPC that the equipment is being transferred to, and ALL equipment records will automatically be marked for transfer. 4.Equipment records that do not have “Returned Fm Bank” dates cannot be transferred and the system will issue a User Message. 5.Changes to the accounting on a piece of equipment, need to be changed before they are transferred.

7 Transfer Equipment Records  To transfer an Equipment Record:  Query an LFPC  Select records to be transferred

8 Transfer Equipment Records  Enter Transfer To values  Click Transfer Records 1. 2.

9 Practical Exercise 1.From the Transfer Equipment screen query the LFPC you logged on with 2.Select all records with a Type V and transfer them to the trainee LFPC sitting to your right 3.Query your LFPC again 4.Transfer ALL records to a replacement LFPC, the trainee LFPC to your left

10 Summary and Review 1. What are the steps an LFPC takes to transfer equipment? 2. What would prevent a transfer from being completed? 3. What is the Replacement check box for? When would it be used? 4. How do you transfer equipment by groups?

11 Lesson 8 - SAMS

12 Training Objectives u At the Conclusion of this Lesson, You Will Be Able To: n Add or Drop Users n Insert or Remove Security Access Code (SAC) Information n Modify Data n Change Passwords

13 What Is SAMS? u Security Access Management System (SAMS) u Web-based application u Used to Enter Security Access Requests Online

14 SAMS Logon

15 SAMS Main Menu

16 Sams Request Page

17 Action Area u Action Menu u Request Information u Authorization Information

18 User Information Block

19 User Information Block (cont) FieldnameRequiredDescription Last Name YesThe User’s last name. First Name YesThe User’s first name. Middle Initial NoThe User’s middle initial. Social Security Number YesThe User’s 9-digit Social Security Number, with no dashes or breaks Work Phone YesThe User’s 10-digit work phone number, with no parentheses, dashes or breaks. Fax Number YesThe User’s 10-digit fax number, with no parentheses, dashes or breaks. IP Address NoThe User’s Internet Protocol (IP) address.

20 Application Information Block

21 Application Information Block (cont) FieldnameRequiredDescription Program Code YesA six-digit code automatically populated when Name & Role is selected. Dept Yes Enter a two-digit Dept code. USDA’s Dept code is 12. Agency YesEnter a two-digit Agency code. Region Yes Enter a two-digit Region code. If no Region is to be specified, enter 00. Unit Yes Enter a two-digit Unit code. If no Unit is to be specified, enter 00. Sub Unit YesEnter a five-digit Sub Unit code. Use leading zeros, if Sub Unit code is less than five- digits. If no Sub Unit is to be specified, enter Account Number Yes A default Account Number of will automatically be entered. User Id Yes u If assigning a new role, and User has an existing PCMS User Id, enter it into the User Id field, with an F appended to the end, e.g. DA014F u If User has an existing NFC Systems User Id, use it for new PCMS role. u If not, ensuring your cursor is positioned in the User Id field, click on the List button, and select an Unassigned User Id assigned for your use by ACFO-FS. Password Yes u Must be 6-8 characters in length. u Must begin with a letter u Must contain both letters and numbers.

22 Message Block FieldnameRequiredDescription Comments NoAny Comments that may be useful in establishing a clear record.

23 Add User Required Optional

24 Drop User Required Optional

25 Insert SAC Required Optional Required Optional As Required

26 Remove SAC Required Optional

27 Modify Data Required Optional As Required

28 Change Password Required Optional

29 Error CARVER GEORGE CARDHOLDER PCMS W AB1111C ORA-28007: THE PASSWORD CANNOT BE REUSED. ABCDE1USERID

30 SAMs Report

31 SAMs Report u Enter a Request Date and click Run Report

32 Practical Exercise 1.Logon to SAMS using your Username and Password. Note any messages on the Main Menu Bulletin Board. 2.Open the SAMS Requests module. Search for and locate the record of an individual under your cognizance, using Last Name (at a minimum) as the search criteria. 3.Return to the Main Menu, and exit SAMS.

33 Summary & Review 1.What are the main functions the AFHC performs using SAMS? 2.What are the steps for an AFHC when setting up a new LFPC account? 3.If a LFPC loses his/her Password, how would the AFHC provide a new one?