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

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

3. 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

4. Add New Assets 4

5. (Equipment, Land, Buildings) 5

6. 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

7. Enter New State-Tagged Equipment FAE/CostTab 7

8. Enter New State-Tagged Equipment Lease/Warranty Tab 8

9. Enter New State-Tagged Equipment Eqp Inventory Tab 9

10. State Land Entry – Master Record 10

11. State Land Entry – Investment/Maintenance 11

12. State Land Entry – Disposal 12

13. Building/Site Entry - Facilities 13

14. Building/Site Entry - AMS 14

15. Building/Site Entry – Finance 15

16. Asset Disposal 16

17. Step 1 - Create Surplus List 17

18. Gather all your surplus items in one list: 18

19. Step 2 – Surplus Transfer 19

20. Save and Export Reports Create Inventory List 20

21. 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 email Reports are either Excel or PDF 21 Save and Export Reports

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

23. 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

24. Create Inventory List 24 Review and modify Sort and Filtering criteria

25. Sort Criteria 25

26. Filtering Criteria 26

27. Create Custom Reports 27

28. Select Asset Master table Select Desired Fields 28

29. 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

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