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PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
PST125 - Inventory at UF In partnership with
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PST125 - Inventory at UF In partnership with

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  • Search Catalog using the vendors on-line website to order using a requisition Using University Contracts so the requisition doesn't route to Purchasing Amount Only purchase orders similar to a blanket Hints for entering multi-line requisitions Change orders
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    • 1. PST125 - Inventory at UF In partnership with Asset Management Office November 16, 2007
    • 2. <ul><li>Introduction of instructor </li></ul><ul><li>Materials </li></ul><ul><ul><li>Training guide </li></ul></ul><ul><ul><li>Supplemental materials </li></ul></ul><ul><li>Please turn off </li></ul><ul><ul><li>Electronic devices (cell phones, pagers) </li></ul></ul><ul><ul><li>Instant messenger and email </li></ul></ul><ul><li>Break </li></ul><ul><li>Restrooms </li></ul>Welcome
    • 3. Today's Agenda <ul><li>Understanding inventory information </li></ul><ul><ul><li>Why do we inventory? </li></ul></ul><ul><ul><li>Inventory information in myUFL </li></ul></ul><ul><li>Conducting inventory </li></ul><ul><ul><li>Campus-wide </li></ul></ul><ul><ul><li>Department level </li></ul></ul><ul><ul><li>Tools for researching assets </li></ul></ul>
    • 4. Today's Agenda <ul><li>Maintaining inventory </li></ul><ul><ul><li>Status of assets </li></ul></ul><ul><ul><li>Changes in asset information </li></ul></ul><ul><ul><li>How to report changes/updates </li></ul></ul><ul><li>Sustainability </li></ul><ul><ul><li>Surplus property </li></ul></ul><ul><ul><li>Disposition of property </li></ul></ul>
    • 5. Questions We Will Answer Today <ul><li>What is an asset? </li></ul><ul><li>Where do I get a list of assets purchased by my department? </li></ul><ul><li>Where do I get a list of my department’s buildings and rooms? </li></ul>
    • 6. Why Inventory at UF? <ul><li>UF maintains inventory to: </li></ul><ul><ul><li>Comply with the responsibility of owning assets </li></ul></ul><ul><ul><li>Protect the university from theft and destruction of property </li></ul></ul><ul><ul><li>Promote conservation of resources </li></ul></ul><ul><ul><li>Account for expenditures </li></ul></ul><ul><ul><li>Measure the net worth and financial condition of the university </li></ul></ul>
    • 7. Why do Departments Take Inventory? <ul><li>To determine what needs to be purchased and what they already have </li></ul><ul><li>To be able to supply equipment, software and books efficiently to support their missions </li></ul><ul><li>To act in accordance with university-wide inventory </li></ul><ul><li>To fulfill accountability as stewards of UF assets </li></ul>
    • 8. Section A Inventory Information in myUFL
    • 9. Inventory in myUFL <ul><li>Inventory files at UF are held in the myUFL system </li></ul><ul><li>This is maintained and updated by the UF Asset Management Office </li></ul><ul><li>Departments </li></ul><ul><ul><li>Make initial entries into myUFL inventory when entering a requisition for purchase </li></ul></ul><ul><ul><li>Conduct inventory </li></ul></ul><ul><ul><li>Submit update forms to the UF Asset Management Office </li></ul></ul>
    • 10. Assets <ul><li>It is important to understand </li></ul><ul><ul><li>Only assets are considered part of UF inventory </li></ul></ul><ul><ul><li>Initial entries of assets into the myUFL system at the department level affect inventory later </li></ul></ul>
    • 11. What is an Asset? Equipment <ul><li>Equipment, fixtures, and other tangible personal property </li></ul><ul><ul><li>Non-consumable and non-expendable </li></ul></ul><ul><ul><li>Value or cost of which is $1,000 or more </li></ul></ul><ul><ul><li>Normal expected life of which is 1 year or more </li></ul></ul>
    • 12. What is an Asset? Bound Books <ul><li>Hardback-covered bound books </li></ul><ul><ul><li>Not circulated to students or the general public </li></ul></ul><ul><ul><li>Value or cost of which is $250 or more </li></ul></ul><ul><ul><li>Private collections </li></ul></ul>
    • 13. What is an Asset? Artwork <ul><li>Artwork depreciable and non-depreciable </li></ul><ul><ul><li>Purchased by a department (not the Harn Museum or the University Gallery) </li></ul></ul><ul><ul><li>Value or cost of which is $1,000 or more </li></ul></ul><ul><ul><li>Normal expected life of which is one year or more </li></ul></ul>
    • 14. What is an Asset? Software <ul><li>Individual software licenses </li></ul><ul><ul><li>Cost is $1,000 or more </li></ul></ul><ul><ul><li>Life is one year or more </li></ul></ul><ul><ul><li>Does not have a time-limited license for current or future use (does not require payment or return each year) </li></ul></ul><ul><li>Computer software no longer in service will be removed from the Asset Management tracking system </li></ul>
    • 15. Calculating the Cost of an Asset <ul><li>Part of the cost of an asset includes: </li></ul><ul><ul><li>Freight </li></ul></ul><ul><ul><li>Installation </li></ul></ul><ul><ul><li>Trade-in value </li></ul></ul><ul><ul><li>Add-values or upgrades </li></ul></ul><ul><ul><li>Cost of asset itself </li></ul></ul>
    • 16. Calculating the Cost of an Asset <ul><li>Costs that are not part of an asset’s cost: </li></ul><ul><ul><li>Extended warranty </li></ul></ul><ul><ul><li>Repair or replacement cost </li></ul></ul><ul><ul><li>Rent </li></ul></ul><ul><ul><li>Items permanently attached to a building </li></ul></ul>
    • 17. Example of Calculating the Cost <ul><li>Example </li></ul><ul><ul><li>A computer costs $989.00 </li></ul></ul><ul><ul><li>Cost of freight is $59.00 </li></ul></ul><ul><ul><li>Extended warranty is $60.00 </li></ul></ul><ul><ul><li>Is it considered an asset? </li></ul></ul><ul><li>Answer: </li></ul><ul><ul><li>This computer is considered an asset because freight plus cost > $1000! </li></ul></ul><ul><ul><li>Warranty is not part of the asset cost </li></ul></ul>
    • 18. Keeping Track of an Asset <ul><li>It is important to understand </li></ul><ul><ul><li>Why an asset has several IDs </li></ul></ul><ul><ul><li>Where they are initially entered in the system </li></ul></ul><ul><li>Recognize that </li></ul><ul><ul><li>IDs help re-identify an asset if it is moved </li></ul></ul><ul><ul><li>Asset IDs can help find the asset in the myUFL system </li></ul></ul>
    • 19. Keeping Track of an Asset <ul><li>As an asset is purchased, the following information is entered into myUFL: </li></ul><ul><ul><li>Asset ID or Asset tag number (decal) </li></ul></ul><ul><ul><li>Location, such as building and room </li></ul></ul><ul><ul><li>Status of the asset </li></ul></ul><ul><ul><li>Persons who use it and who are responsible for it </li></ul></ul><ul><li>This information becomes part of UF's inventory file </li></ul><ul><li>Let's look at an example </li></ul>
    • 20. Example – Tracking a Laptop <ul><li>Let’s track a laptop computer as it becomes part of inventory at UF! </li></ul>
    • 21. Profile ID <ul><li>The Profile ID assigned to the asset displays in the Distribution Information section of a purchasing requisition </li></ul>
    • 22. Serial ID <ul><li>The Serial ID on the laptop is entered into myUFL in a receipt </li></ul>
    • 23. Asset ID and Tag ID <ul><li>Asset ID number </li></ul><ul><ul><li>Unique 12-digit number </li></ul></ul><ul><ul><li>Assigned by the myUFL system for each asset </li></ul></ul><ul><li>Tag ID Number </li></ul><ul><ul><li>Unique 12-digit number </li></ul></ul><ul><ul><li>Number on the decal placed on the asset </li></ul></ul><ul><ul><li>For most items purchased on or after July 1, 2004, same as the Asset ID number </li></ul></ul>
    • 24. After the Invoice is Paid <ul><li>Once invoices are paid for an asset, or donations are received in full </li></ul><ul><ul><li>Assets become UF capitalized assets </li></ul></ul><ul><ul><ul><li>Set up for depreciation </li></ul></ul></ul><ul><ul><ul><li>Moved to ownership funds </li></ul></ul></ul>
    • 25. What is a Reporting Fund? <ul><li>All assets are transferred from the fund used to purchase the items to a reporting fund </li></ul><ul><li>There are 4 reporting funds: </li></ul><ul><ul><li>Fund 801 </li></ul></ul><ul><ul><ul><li>All UF-owned assets not purchased with contract and grant dollars </li></ul></ul></ul><ul><ul><li>Fund 802 </li></ul></ul><ul><ul><ul><li>All UF-owned assets purchased with contract and grant dollars </li></ul></ul></ul>
    • 26. What is a Reporting Fund? <ul><li>Reporting funds, continued... </li></ul><ul><ul><li>Fund 891 </li></ul></ul><ul><ul><ul><li>All UF-owned assets not purchased through UF’s accounting system (donations) </li></ul></ul></ul><ul><ul><li>Fund 899 </li></ul></ul><ul><ul><ul><li>For assets not owned by UF, but the university is required to track or inventory </li></ul></ul></ul><ul><ul><ul><li>Special decals </li></ul></ul></ul>
    • 27. Adding the Decal to the Asset <ul><li>Every asset gets affixed with a UF Decal </li></ul><ul><li>How does an asset get decaled? </li></ul><ul><ul><li>Property staff brings decals to your department or mails them if STAR department </li></ul></ul><ul><ul><ul><li>We’ll talk about STAR in a moment… </li></ul></ul></ul>
    • 28. Researching Asset Information <ul><li>Once an asset is in the system, updates and changes to an asset must be done by paper form and sent in or e-mailed to the Asset Management Office at property@admin.ufl.edu </li></ul><ul><li>Research assets in myUFL to </li></ul><ul><ul><li>Help complete paper forms to update asset information </li></ul></ul><ul><ul><li>Complete or assist in the regular inventory process </li></ul></ul>
    • 29. Researching Asset Information <ul><li>In myUFL, use: </li></ul><ul><ul><li>“ Search for an Asset” page </li></ul></ul><ul><ul><li>“ Basic Add” page </li></ul></ul><ul><li>For the most search options use “Search for an Asset” screen </li></ul><ul><li>For the most extensive information on an asset use the “Basic Add” screen </li></ul>
    • 30. Search for an Asset Screen <ul><li>Using the “Search for an Asset” screen in myUFL </li></ul><ul><ul><li>Navigate to: Asset Management > Search for an Asset </li></ul></ul>
    • 31. Search for an Asset Screen
    • 32. Search for an Asset Screen <ul><li>Research an asset using acquisition information such as: </li></ul><ul><ul><li>Purchase Order ID number </li></ul></ul><ul><ul><li>Receipt ID Number </li></ul></ul><ul><ul><li>Voucher ID number </li></ul></ul><ul><ul><li>ChartField information including Department </li></ul></ul>
    • 33. Search by Purchase Order ID Search by Purchase Order ID: Pre PeopleSoft PO Does Not Need Unit ID = %PO Number Post PeopleSoft PO Enter Purchasing Unit ID = PO Number
    • 34. Search by Receipt ID Search by Receipt ID: Pre PeopleSoft Receipt Does Not Need Unit ID = %Receipt Number Post PeopleSoft Receipt Enter Receiving Unit ID = Receipt Number
    • 35. Search by Voucher ID Search by Voucher ID: Pre PeopleSoft Voucher Does Not Need Unit ID = Voucher Number After PeopleSoft voucher Unit = UFLOR ID = Voucher Number
    • 36. Search by ChartFields Search by ChartFields: Use the ChartField Search Criteria link.
    • 37. ChartField Search Criteria ChartField Search Criteria: Enter full 8-digit Department ID. If using Fund Code, remember Reporting funds 801,802, 891 or 899. Enter any other ChartFields needed and click on OK to return to the Search screen.
    • 38. Search by ChartFields You may use ChartFields in combination with any search fields on this screen.
    • 39. Search Button Click the Search button.
    • 40. View the Results of the Search Results display asset by row with IDs and description.
    • 41. View the Results of the Search Notice the Asset IDs.
    • 42. View Results of Search Notice the Tag Numbers.
    • 43. View Results of Search Notice the Serial ID Numbers.
    • 44. View the Results of the Search Use the Tabs to view more information.
    • 45. View the Results of the Search Asset Cost Information tab provides Department and Fund code.
    • 46. View the Results of the Search Notice the fund codes are ownership funds. Do you remember what Fund 801 is?
    • 47. Download Button To download ALL the asset information, click on the expansion icon first to display ALL the data, then click the download button. NOTE: Hold down the Control key to override popup blockers. The download button can be used to download the information as displayed on this screen into a spreadsheet.
    • 48. Excel Download What does it mean if the same item is listed more than once?
    • 49. To Print An Asset <ul><li>Navigate to: Asset Management > Print an Asset </li></ul><ul><li>Enter Tag or Decal Number including “4910XX” Prefix and click Search – for example, “4910AA” </li></ul>
    • 50. Print an Asset Screen Model Acquisition Date Location Asset ID & Tag Number
    • 51. Print an Asset Screen Cost Ownership Fund Reporting Fund
    • 52. Demonstration <ul><li>We’re going to do some exercises in just a moment </li></ul><ul><li>First, watch as I do a demonstration </li></ul><ul><li>Demonstration </li></ul>
    • 53. Exercises <ul><li>Now we’ll do the exercises </li></ul><ul><li>Go to Page 17 of your handout and follow along with me to start the exercise </li></ul><ul><li>Look on the blue screen on your computer </li></ul><ul><li>Blue Screen </li></ul>
    • 54. Section B Conducting Inventory
    • 55. Levels of Inventory <ul><li>Inventory at UF involves several levels: </li></ul><ul><ul><li>University-wide inventory </li></ul></ul><ul><ul><li>Department monitoring of records </li></ul></ul><ul><ul><ul><li>Updates reported to the Asset Management Office and entered by the Property staff </li></ul></ul></ul>
    • 56. University Responsibility <ul><li>Let’s start with university-wide inventory </li></ul><ul><li>The University President has final responsibility for all capital assets that are in possession of the University </li></ul><ul><li>Inventory is conducted at the University of Florida on an annual basis </li></ul><ul><li>Every capital asset must be inventoried </li></ul>
    • 57. University-wide Inventory <ul><li>University-wide inventory is taken once each year, starting July 1 st </li></ul><ul><li>Tools used for inventory are: </li></ul><ul><ul><li>Barcode Scanners for Inventory </li></ul></ul><ul><ul><li>Home or Off-Campus Certification Letters </li></ul></ul><ul><ul><li>Book Inventory Letters </li></ul></ul><ul><ul><li>Software Inventory Letters </li></ul></ul><ul><li>Let’s discuss these! </li></ul>
    • 58. Barcode Scanners for Inventory <ul><li>The campus-wide inventory process includes barcode scanners </li></ul><ul><li>Various times a year the Property Staff visits campus departments with a barcode scanner </li></ul><ul><ul><li>First Pass </li></ul></ul><ul><ul><ul><li>July 1st until approximately October 31st </li></ul></ul></ul><ul><ul><li>Second Pass </li></ul></ul><ul><ul><ul><li>November 1st until March 31st </li></ul></ul></ul>
    • 59. Barcode Scanners for Inventory <ul><li>Information from scanners uploads to myUFL and updates Asset Management records such as: </li></ul><ul><ul><li>Location </li></ul></ul><ul><ul><ul><li>From scanning decal on door jamb </li></ul></ul></ul><ul><ul><li>Inventory Date </li></ul></ul><ul><ul><ul><li>Automatically generated by the system </li></ul></ul></ul>
    • 60. Barcode Scanners for Inventory Department Department Collectors/Mobile Computer-Intermec 700c Department
    • 61. Laptop Example with Scanner <ul><li>Scanner scans the decal on the laptop </li></ul><ul><li>Uploads information in myUFL </li></ul>
    • 62. Barcodes <ul><li>Let’s take a closer look at barcodes </li></ul><ul><li>The one below is on the asset </li></ul><ul><ul><li>Displays the Tag or Decal ID# </li></ul></ul>
    • 63. Barcodes <ul><li>This decal is for the room and building </li></ul><ul><ul><li>Will be found on the door jamb </li></ul></ul><ul><ul><li>The myUFL room code starts with “R” </li></ul></ul>Room # or Sector Building # Floor
    • 64. STAR Program for Departments <ul><li>STAR Program for Departments </li></ul><ul><ul><li>Scanning Targeted Auditable Resources </li></ul></ul><ul><li>Departments interested in participating </li></ul><ul><ul><li>Submit a formal request to the Asset Management Office to be approved by the University Controller </li></ul></ul><ul><li>Benefit </li></ul><ul><ul><li>May scan internally at department’s convenience using scanners assigned to the department! </li></ul></ul>
    • 65. Departments in STAR Program <ul><li>Departments currently in STAR program </li></ul><ul><ul><li>Vet Med </li></ul></ul><ul><ul><li>Pediatrics </li></ul></ul><ul><ul><li>Pharmacy </li></ul></ul><ul><ul><li>Pharmacology </li></ul></ul><ul><ul><li>Department of Medicine </li></ul></ul><ul><ul><li>and more… </li></ul></ul><ul><li>Yours can participate! </li></ul>
    • 66. Approval for STAR Program <ul><li>Approval of the request based on the following criteria: </li></ul><ul><ul><li>Department has historically completed their inventory on time </li></ul></ul><ul><ul><li>Department has been proactive in reporting equipment relocations to the Asset Management Office </li></ul></ul><ul><ul><li>Department has staff that is knowledgeable in University procedures for the proper handling of owned capital assets </li></ul></ul>
    • 67. Approval into STAR Program <ul><li>Approval for STAR program, continued... </li></ul><ul><ul><li>Department submits changes in ownership of assets in a timely manner </li></ul></ul><ul><ul><li>Department has historically safeguarded their equipment against theft or destruction </li></ul></ul><ul><ul><li>Department must have submitted Serial ID numbers for all capital assets </li></ul></ul><ul><li>Contact Asset Management, 392-2556 </li></ul>
    • 68. Inventory Deadlines <ul><li>Inventory deadlines: </li></ul><ul><ul><li>Deadlines at the University of Florida for inventory completion as set by the Controller’s office are: </li></ul></ul><ul><ul><ul><li>March 31 for Health Center, Campus and IFAS departments </li></ul></ul></ul><ul><ul><ul><li>December 31 for STAR Program members </li></ul></ul></ul><ul><li>Let’s look at how each department runs inventory! </li></ul>
    • 69. Department Responsibility <ul><li>Conducting inventory at the department level is a specific responsibility assigned to a specific person </li></ul><ul><ul><li>Each department has an “Asset Custodian” or Accountable officer who is held accountable for ALL department assets </li></ul></ul><ul><li>A Department Contact assigned assists the Accountable Officer with inventory </li></ul>
    • 70. Accountable Officers / Asset Custodians <ul><li>All Accountable Officers must </li></ul><ul><ul><li>Be full-time employees </li></ul></ul><ul><ul><li>Have direct knowledge of the operations of the department </li></ul></ul><ul><ul><li>Are usually a Vice President, Dean, Director, Chairperson or a Designee </li></ul></ul><ul><li>Current listing of department Accountable Officers and Department Contacts http:// fa.ufl.edu/am/accountable_officers.asp </li></ul>
    • 71. Becoming an Accountable Officer <ul><li>For the Accountable Officer, submit this form to Asset Management Office </li></ul><ul><ul><li>“ Accountable Officer Signature Authorization Form” </li></ul></ul><ul><ul><ul><li>http://fa.ufl.edu/forms/pdf/fa-am-sa.pdf </li></ul></ul></ul><ul><ul><ul><li>Class handout - Appendix B </li></ul></ul></ul>
    • 72.  
    • 73.  
    • 74. Becoming a Department Contact <ul><li>For the Department Contact, submit this form </li></ul><ul><ul><li>“ Authorization to Direct Property Mailouts to Department Contact Personnel” </li></ul></ul><ul><ul><ul><li>http://fa.ufl.edu/forms/pdf/fa-am-mo.pdf </li></ul></ul></ul><ul><ul><ul><li>Class handout - Appendix B </li></ul></ul></ul><ul><li>Update these forms to reflect any personnel changes </li></ul>
    • 75.  
    • 76.  
    • 77. Accountable Officers in myUFL <ul><li>The Accountable Officer’s name is entered in myUFL when receiving the asset in the “Custodian” field </li></ul>
    • 78. Change of Accountable Officer <ul><li>Whenever there is a change of custodian, it is suggested that the new custodian take inventory </li></ul><ul><li>Any questions? </li></ul><ul><li>Let’s look at some of the inventory documentation for which an Accountable Officer is responsible </li></ul>
    • 79. Letters of Certification <ul><li>Accountable Officers complete Letters of Certification for annual inventory of </li></ul><ul><ul><li>Books </li></ul></ul><ul><ul><li>Software </li></ul></ul>
    • 80. OCO Books Letter <ul><li>“ Annual Inventory of OCO Books” letter </li></ul><ul><ul><li>Delivered to the Accountable Officer (Custodian) and or Department Contact </li></ul></ul><ul><ul><li>At the beginning of each fiscal year </li></ul></ul><ul><li>Accountable Officers must indicate </li></ul><ul><ul><li>“ Y” for &quot;Yes still in service&quot; or </li></ul></ul><ul><ul><li>“ N” for &quot;No longer in service&quot; </li></ul></ul><ul><ul><li>Return letter to the Asset Management Office </li></ul></ul>
    • 81. OCO Books Letter <ul><li>OCO Books letter, continued... </li></ul><ul><li>Books no longer in service will be removed from the Asset Management tracking system </li></ul><ul><li>Class handout - Appendix B </li></ul>
    • 82.  
    • 83. Software Letter <ul><li>“ Annual Inventory of Computer Software” inventory letter </li></ul><ul><ul><li>Delivered to the Accountable Officer (Custodian) and or Department Contact </li></ul></ul><ul><li>Accountable Officers must indicate </li></ul><ul><ul><li>“ Y” for Yes still in service or </li></ul></ul><ul><ul><li>“ N” for no longer in service and </li></ul></ul><ul><ul><li>Return to Asset Management Office </li></ul></ul><ul><li>Class handout - Appendix B </li></ul>
    • 84.  
    • 85. Inventory Resources and Tools <ul><li>Resources and tools to conduct inventory </li></ul><ul><ul><li>UF STARS Facilities Database </li></ul></ul><ul><ul><li>myUFL Queries </li></ul></ul><ul><li>Let’s start with the UF STARS database </li></ul>
    • 86. UF STARS Facilities Database <ul><li>Would you like to get a list of all the rooms in your department? </li></ul><ul><li>Use the UF Facilities, Planning, and Construction's Space Tracking and Reporting System - “UF STARS” website </li></ul><ul><ul><li>Keeps track of space UF uses worldwide </li></ul></ul><ul><ul><li>Use to check location, get a list of building and room codes, and find corresponding information </li></ul></ul>
    • 87. Location, Location, Location <ul><li>This is important because assets are tied to a physical location by buildings and people </li></ul><ul><ul><li>Location code and name </li></ul></ul><ul><ul><ul><li>Building number and room number </li></ul></ul></ul><ul><ul><li>Employee using asset </li></ul></ul><ul><ul><li>Accountable Officer in department </li></ul></ul><ul><li>If any of these change, inventory needs updating </li></ul>
    • 88. Location, Location, Location Researching an Asset in myUFL
    • 89. Sign-on Information to UF STARS <ul><li>Contact Jodi Chase in Facilities </li></ul><ul><ul><li>To get your GatorLink accepted as signon </li></ul></ul><ul><ul><li>To answer questions about the UF STARS website or location numbering system </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul><ul><li>Door Decals for locations - not all spaces have a door decal </li></ul><ul><li>Old locations versus PeopleSoft locations </li></ul>
    • 90. Using UF Stars Sign In Go to http://stars.facilities.ufl.edu
    • 91. Using UF Stars Click on “Department Reports”
    • 92. Using UF Stars Enter your Department to get a list of Room Codes.
    • 93. Using UF Stars Lists ALL room codes and room numbers for your department.
    • 94. Using UF Stars Location Code R00001157 = Room Number 418
    • 95. Inventory Resources and Tools <ul><li>Resources and tools to conduct inventory </li></ul><ul><ul><li>UF STARS Facilities Database </li></ul></ul><ul><ul><li>myUFL Queries </li></ul></ul><ul><li>Now let’s look at using queries! </li></ul>
    • 96. Roles for Query Viewer <ul><li>Use Query Viewer in myUFL to view queries </li></ul><ul><li>Steps for Using Query Viewer: </li></ul><ul><ul><li>Test the following navigation first; several security roles already include access to Query Viewer, so you may already be able to view queries: </li></ul></ul><ul><li>PeopleSoft > Financials PeopleTools > Reporting Tools > Query > Query Viewer </li></ul>
    • 97. Roles for Query Viewer <ul><li>If this navigation does not give you access to Query Viewer, please request the following roles from your DSA: </li></ul><ul><ul><li>UF_GL_Research_Reporting </li></ul></ul><ul><li> UF_FI_FUNC_User </li></ul><ul><li>View pre-built queries for asset information </li></ul>
    • 98. Query Viewer <ul><li>Example of some Asset Management Queries: </li></ul><ul><ul><li>UF_AM_ALL_ASSETS_BUILD </li></ul></ul><ul><ul><li>UF_AM_ALL_ASSETS_DEPT_02 </li></ul></ul><ul><ul><li>UF_AM_BUILDING_MISSING (History Table) </li></ul></ul><ul><ul><li>UF_AM_DEPARTMENT_MISSING (History Table) </li></ul></ul>
    • 99. Using Query Viewer <ul><li>Using Query Viewer </li></ul><ul><li>Navigate to PeopleSoft > Financials PeopleTools </li></ul>
    • 100. Using Query Viewer <ul><li>Then click on Reporting Tools > Query Viewer </li></ul>
    • 101. Using Query Viewer <ul><li>Today we will use this query: </li></ul><ul><ul><li>UF_AM_DEPT_MISSING_FY08 </li></ul></ul><ul><li>Click on Run to HTML </li></ul>
    • 102. Using Query Viewer <ul><li>Enter each prompt </li></ul><ul><li>Asset Category Like uses </li></ul><ul><ul><li>“ F&E” for “Furniture and Equipment” </li></ul></ul><ul><ul><li>“ SOFT” for Software </li></ul></ul><ul><ul><li>&quot;LIVES&quot; for Livestock </li></ul></ul>
    • 103. Using Query Viewer <ul><li>Asset Category Like uses </li></ul><ul><ul><li>&quot;ARTD&quot; for Art Depreciable </li></ul></ul><ul><ul><li>&quot;ARTN&quot; for Art Non-depreciable </li></ul></ul><ul><ul><li>&quot;LIB&quot; for Library </li></ul></ul>
    • 104. Using Query Viewer <ul><li>Status will be &quot;I&quot; for In Service </li></ul><ul><li>Department IDs must be entered in the format: 64%, 6460% or 64602002 </li></ul><ul><li>Click on the &quot;View Results&quot; button </li></ul>
    • 105. Using Query Viewer The Query Results include the Building and Acquisition Date.
    • 106. Demonstration <ul><li>We’re going to do some exercises in just a moment </li></ul><ul><li>First, watch as I do the demonstration </li></ul><ul><li>Demonstration </li></ul>
    • 107. Exercises <ul><li>Now we’ll do exercises for using queries </li></ul><ul><li>Look on Page 34 of the Training Guide and follow along with me </li></ul><ul><li>Look at the blue screen on your computer </li></ul><ul><li>Blue Screen </li></ul>
    • 108. Section C Maintaining Inventory
    • 109. Updating Asset Information <ul><li>Maintain inventory by properly reporting changes </li></ul><ul><li>to assets to the Asset Management Office </li></ul><ul><li>There are many kinds of changes: </li></ul><ul><ul><li>Add Values </li></ul></ul><ul><ul><li>Location Changes </li></ul></ul><ul><ul><li>Possession Changes </li></ul></ul><ul><ul><li>Description changes or serial number updates </li></ul></ul><ul><ul><li>Miscellaneous changes or identifications such as network addresses for computers </li></ul></ul>
    • 110. Updating Asset Information <ul><li>Updating Asset Information, continued... </li></ul><ul><ul><li>Disposing of property </li></ul></ul><ul><ul><ul><li>Property becomes surplus </li></ul></ul></ul><ul><ul><ul><li>Cannibalized </li></ul></ul></ul><ul><ul><ul><li>Warehouse pick-ups </li></ul></ul></ul><ul><ul><li>Lost/stolen property </li></ul></ul>
    • 111. Updating Asset Information <ul><li>All updates are submitted by form to the Asset Management Office </li></ul><ul><ul><li>Go to http:// www.fa.ufl.edu /forms for all Finance and Accounting Forms </li></ul></ul><ul><ul><li>Go to the section “Asset Management Services” </li></ul></ul><ul><li>Use myUFL to review changes entered by the Asset Management Office </li></ul>
    • 112. Finding the Correct F&A Form Asset Management Forms
    • 113. Finding the Correct F&A Form Click on the PDF icon to print it.
    • 114. Changes to Assets <ul><li>Let’s look at some of the changes that occur </li></ul><ul><li>to an asset and which form to use for each </li></ul><ul><li>change </li></ul>
    • 115. Changes to Assets Moving Property Between Inventories/ Departments Use: “Report of Transfer of Property” form
    • 116. Reporting Moved Property <ul><li>Property moved between inventories (departments) must be reported to the Asset Management Office </li></ul><ul><li>To obtain the “Report of Transfer of Property” form go to: http ://fa.ufl.edu/forms/pdf/fa-am-rtp.pdf and see Appendix B in your handout </li></ul><ul><li>Surveys are mailed to PO Box 115300 or </li></ul><ul><li>faxed to 2-4687 and then followed by the hard </li></ul><ul><li>copy </li></ul>
    • 117. Report of Transfer of Property This information must be completed.
    • 118. Report of Transfer of Property
    • 119. Changes to Assets Moved Property Off-Campus Use: “Off-Campus Property Certification” form
    • 120. Moving Property Off-Campus <ul><li>A faculty member needs to move a computer out of her office to use at home </li></ul><ul><li>What does an Accountable Officer do? </li></ul>
    • 121. Property Moved Off-Campus <ul><li>Some items are frequently moved or taken off campus, such as laptops </li></ul><ul><li>These assets require an “Off-Campus Property Certification” form </li></ul><ul><li>Go to http ://fa.ufl.edu/forms/pdf/fa-ups-ocpc.pdf </li></ul><ul><li>Please note that when transporting it is not acceptable to &quot;check&quot; laptop computers and other high-theft electronic devices at airports </li></ul>
    • 122. Off-Campus Property Certification
    • 123. Off-Campus Property Certification
    • 124. Changes to Assets Disposition of Assets Use: “Report of Survey” form
    • 125. Disposition of Assets <ul><li>To dispose of an asset </li></ul><ul><ul><li>Refer to your handout, p.40, for the conditions and terms for disposition of an asset </li></ul></ul><ul><ul><li>Fill out the “Report of Survey” form at http://fa.ufl.edu/forms/pdf/fa-am-rs.pdf </li></ul></ul><ul><ul><li>Check the appropriate reason for disposition and for no longer being accountable for the asset </li></ul></ul>
    • 126. Report of Survey
    • 127. Report of Survey
    • 128. Dispositions on the Survey <ul><li>Dispositions on the Survey form </li></ul><ul><ul><li>Destroyed </li></ul></ul><ul><ul><li>Worn out </li></ul></ul><ul><ul><li>Obsolete </li></ul></ul><ul><ul><li>Operative but unneeded </li></ul></ul><ul><ul><li>Cannibalization </li></ul></ul>
    • 129. Dispositions on the Survey <ul><li>More Dispositions… </li></ul><ul><ul><li>Return to vendor </li></ul></ul><ul><ul><li>Trade in </li></ul></ul><ul><ul><li>Casualty loss </li></ul></ul><ul><ul><li>Improperly disposed of </li></ul></ul><ul><ul><li>Scrapped </li></ul></ul><ul><ul><li>Abandonment </li></ul></ul><ul><ul><li>Other </li></ul></ul><ul><li>Let’s take a look at Survey status… </li></ul>
    • 130. Status of Assets <ul><li>The status of assets reported on a Report of Survey form can be viewed for pick-up scheduling at: </li></ul><ul><ul><li>http://fa.ufl.edu/am/surplus/pickup/ </li></ul></ul><ul><li>Asset Management Office has 14 calendar days from receipt of survey to pick up equipment </li></ul><ul><li>Any UF employee who violates any provision of any rule prescribed pursuant to its authority shall be guilty of a misdemeanor of the second degree, punishable as provided in s. 775.082 or s. 775.083 </li></ul>
    • 131. Three Important Questions <ul><li>Remember those three questions on the form: </li></ul><ul><ul><li>Is the equipment covered by the equipment maintenance insurance program? </li></ul></ul><ul><ul><li>Does the equipment need to be picked up by UF Warehouse personnel? </li></ul></ul><ul><ul><li>Has the software/data on all electronic devices/media been properly destroyed/wiped? </li></ul></ul>
    • 132. Software Security <ul><li>Use the university’s Information Technology security manual when disposing of software </li></ul><ul><ul><li>Go to: http://infosec.ufl.edu/events/policy_workshop/uf-it-sec-overview.ppt </li></ul></ul>
    • 133. Equipment Maintenance Program <ul><li>Current Vendor Thermo Asset Management Office: </li></ul><ul><ul><li>Tami Webb, 372-3265 </li></ul></ul><ul><ul><li>http:// purchasing.ufl.edu/main_thermo_asset.asp </li></ul></ul><ul><li>Contact information : </li></ul><ul><ul><li>Asset Management, 392-2556 </li></ul></ul>
    • 134. Refrigerant Removal <ul><li>For refrigerant removal, refer to the Asset Management Office website </li></ul><ul><li>Safe Disposal Requirements </li></ul><ul><ul><li>Under EPA's rule, equipment that is typically dismantled on site before disposal </li></ul></ul><ul><ul><ul><li>Retail food refrigeration </li></ul></ul></ul><ul><ul><ul><li>Cold storage warehouse refrigeration </li></ul></ul></ul><ul><ul><ul><li>Chillers </li></ul></ul></ul><ul><ul><ul><li>Industrial process refrigeration </li></ul></ul></ul><ul><ul><li>Contact Bill Coughlin, EHS for questions </li></ul></ul>
    • 135. Refrigerant Removal <ul><li>This equipment has to have the refrigerant recovered in accordance with EPA's requirements for servicing </li></ul><ul><ul><li>Contact Dallas Mattox at Mattox Heating and Air </li></ul></ul><ul><ul><ul><li>352-494-1877 </li></ul></ul></ul><ul><ul><li>Print out the “Refrigerant Recovery” form at http://fa.ufl.edu/forms/pdf/fa-am-rs.pdf </li></ul></ul><ul><ul><li>See Appendix B for a copy of this form </li></ul></ul>
    • 136. Refrigerant Recovery Form
    • 137. Refrigerant Recovery Form
    • 138. Changes to Assets Lost or Stolen Property Use: “Report of Survey Lost/Stolen” form
    • 139. Lost or Stolen Equipment <ul><li>Police Reports are required for thefts and requested for lost electronics such as laptop computers </li></ul><ul><li>Complete a “Report of Survey – Lost/Stolen” form </li></ul><ul><ul><li>http://fa.ufl.edu/forms/pdf/fa-am-rsls.pdf </li></ul></ul><ul><li>Send both reports to Asset Management Office </li></ul>
    • 140. Lost or Stolen Equipment <ul><li>If you are traveling and a theft occurs </li></ul><ul><ul><li>Report to local law enforcement </li></ul></ul><ul><ul><li>Obtain a case number </li></ul></ul><ul><li>Upon return to the university </li></ul><ul><ul><li>Report the case number to UPD </li></ul></ul><ul><ul><li>Send a copy of the report to the Asset Management Office along with the Report of Survey Form </li></ul></ul><ul><li>Lost and Stolen dispositions are reviewed by the Property Survey Board </li></ul><ul><li>See Appendix B for a copy of this form </li></ul>
    • 141. Report of Survey – Lost/Stolen Form
    • 142. Report of Survey – Lost/Stolen Form
    • 143. Location Change <ul><li>Asset Management Office provides a web form to submit location changes: </li></ul><ul><ul><li>http://plaza.ufl.edu/dykesde/relocationchanges/relocation.html </li></ul></ul><ul><ul><li>Or contact the Asset Management Office at </li></ul></ul><ul><ul><li>http://fa.ufl.edu/directory.aspx?unit=am </li></ul></ul>
    • 144. Web Form for Moved Property
    • 145. Web Form for Moved Property
    • 146. Summary <ul><li>Use myUFL to research an asset or complete the following forms: </li></ul><ul><ul><li>“ Off-Campus Property Certification” form </li></ul></ul><ul><ul><li>“ Report of Survey” form </li></ul></ul><ul><ul><li>“ Report of Survey Lost/Stolen” form </li></ul></ul><ul><ul><li>“ Report of Transfer of Property” form </li></ul></ul>
    • 147. Completing Forms <ul><li>It is important that these forms be completed accurately and completely </li></ul><ul><li>Use the myUFL system to help complete the forms </li></ul><ul><li>For the most extensive information on an asset use the Basic Add screen </li></ul><ul><li>Let’s take a look! </li></ul>
    • 148. Basic Add Screen Inquiry <ul><li>Role needed for access to the Basic Add screen for inquiry </li></ul><ul><ul><li>UF_AM_Inquiry </li></ul></ul>
    • 149. Basic Add Screen Inquiry Asset Management > Owned Assets > Basic Add
    • 150. Basic Add Screen Inquiry Use the wildcard % to enter part of an ID number.
    • 151. Basic Add Screen Inquiry Click on the link of the asset to view its information in the system.
    • 152. Basic Add Screen Inquiry Asset Information includes Asset Status.
    • 153. Basic Add Screen Inquiry <ul><li>Use the tabs to view all the information on this asset – Asset Acquisition Detail displays </li></ul><ul><li>Amounts </li></ul><ul><li>Category and </li></ul><ul><li>Asset is capitalized? </li></ul>
    • 154. Basic Add Screen Inquiry <ul><li>Location/Comments/Attributes tab displays: </li></ul><ul><li>Inventory Date </li></ul><ul><li>Location </li></ul><ul><li>Physical Attributes </li></ul>
    • 155. Basic Add Screen Inquiry <ul><li>Custodian/License/Manufacturer tab displays: </li></ul><ul><li>Who is using the item </li></ul><ul><li>Manufacturer </li></ul><ul><li>License Information </li></ul><ul><li>Custodian Information </li></ul>
    • 156. Demonstration <ul><li>We’re going to do some exercises in just a moment </li></ul><ul><li>First, watch as I do the demonstration </li></ul><ul><li>Demonstration </li></ul>
    • 157. Exercises <ul><li>Now we’ll do the exercises </li></ul><ul><li>Look on Page 47 of your handout and follow along with me </li></ul><ul><li>Look on the blue screen on your computer </li></ul><ul><li>Blue Screen </li></ul>
    • 158. Section D Sustainability
    • 159. Sustainability <ul><li>What is sustainability? </li></ul><ul><ul><li>Being aware that our use of resources affects our future and the future of our environment </li></ul></ul><ul><ul><li>The University of Florida promotes efforts in sustainability </li></ul></ul><ul><li>In conjunction with the university’s sustainability efforts, recycle and re-use! </li></ul>
    • 160. Surplus Property <ul><li>Departments that no longer need or use property </li></ul><ul><ul><li>Can designate it as “surplus” </li></ul></ul><ul><ul><li>Transfer it to the UF Property Warehouse to make this property available to other departments </li></ul></ul><ul><ul><li>Join the CCC (Campus Computer Coordinators) listserv - postings of equipment available for use by other departments </li></ul></ul><ul><li>By working together, we can all contribute to the University’s sustainability goals! </li></ul>
    • 161. Use Surplus Property! <ul><li>Check the list of surplus property at UF before purchasing new equipment </li></ul><ul><ul><li>http://www.surplus.ufl.edu/available/ </li></ul></ul>
    • 162. Obtaining Surplus Property <ul><li>All working surplus equipment entering the UF </li></ul><ul><li>Surplus Property Warehouse </li></ul><ul><ul><li>Held and viewable at the warehouse </li></ul></ul><ul><ul><li>For a 14-day period including non-profit donations </li></ul></ul><ul><ul><li>Then will be posted for auction or other disposition </li></ul></ul><ul><li>To claim or hold an item, email [email_address] </li></ul><ul><li>Then visit the warehouse to see item </li></ul><ul><ul><li>On Radio Road behind University Motor Pool </li></ul></ul>
    • 163. UF Warehouse Surplus Property List
    • 164. Auctions <ul><li>Anyone can purchase surplus equipment at auctions as well </li></ul><ul><ul><li>http:// fa.ufl.edu/am/surplus/ or http://esurplusauctions.com </li></ul></ul><ul><li>Recycling </li></ul>
    • 165. Federal Warehouse in Starke <ul><li>A department may also acquire items through the Federal Surplus Division </li></ul><ul><ul><li>A nominal service charge is applied to cover handling costs and that is all you pay! </li></ul></ul><ul><ul><li>View information about the Starke Surplus Warehouse and a list of available equipment </li></ul></ul><ul><ul><ul><li>http:// fa.ufl.edu /am/surplus/federal/ </li></ul></ul></ul>
    • 166. Federal Warehouse in Starke
    • 167. Federal Warehouse in Starke <ul><li>Requests from Dean, Director or Department Chair for Starke Warehouse </li></ul><ul><ul><li>Letter to Mildred Stroud or Amanda Jobes in the Asset Management Office </li></ul></ul><ul><li>Information required for request </li></ul><ul><ul><li>Name of person(s) going to the warehouse </li></ul></ul><ul><ul><li>UFID of person(s) going to the warehouse </li></ul></ul><ul><li>Letters will be processed and sent to department </li></ul>
    • 168. Demonstration <ul><li>We’re going to do some exercises in just a moment </li></ul><ul><li>First, watch as I do the demonstration </li></ul><ul><li>Demonstration </li></ul>
    • 169. Exercises <ul><li>Now we’ll do the exercises </li></ul><ul><li>Refer to Page 54 of your Training Guide and follow along with me </li></ul><ul><li>Look on the blue screen on your computer </li></ul><ul><li>Blue Screen </li></ul>
    • 170. Questions <ul><li>Question time </li></ul><ul><ul><li>What are your questions today? </li></ul></ul>
    • 171. Additional Resources <ul><li>UF Asset Management Office </li></ul><ul><ul><li>392-2556 </li></ul></ul><ul><li>Asset Management Office website </li></ul><ul><ul><li>http ://www.fa.ufl.edu/am/ </li></ul></ul><ul><li>Subscribe to UF-Property-L listserv </li></ul><ul><ul><li>UF Help Desk </li></ul></ul><ul><ul><ul><li>392-HELP </li></ul></ul></ul>
    • 172. New Resource <ul><li>myUFL Toolkits </li></ul><ul><ul><li>Web Simulations </li></ul></ul><ul><ul><li>Instruction Guides </li></ul></ul><ul><ul><li>Security Roles </li></ul></ul><ul><ul><li>Training </li></ul></ul><ul><ul><li>Contact Information </li></ul></ul><ul><ul><li>Other Helpful Information </li></ul></ul><ul><li>Go to: </li></ul><ul><ul><li>http://hr.ufl.edu/training/myUFL/Toolkits </li></ul></ul>
    • 173. Department Visits Are Available <ul><li>Finance & Accounting can cover: </li></ul><ul><ul><li>Purchasing </li></ul></ul><ul><ul><li>PCard </li></ul></ul><ul><ul><li>Vouchers </li></ul></ul><ul><ul><li>Corrections </li></ul></ul><ul><ul><li>Travel </li></ul></ul><ul><ul><li>Payroll </li></ul></ul><ul><ul><li>Tax Service </li></ul></ul><ul><ul><li>Deposits </li></ul></ul><ul><ul><li>Any other areas with questions </li></ul></ul><ul><li>Please contact: </li></ul>Brenda Harrell 392-1321 x627 [email_address]
    • 174. Thank You! <ul><li>Evaluations </li></ul><ul><ul><li>Help UF by helping us improve this class! We appreciate your feedback </li></ul></ul><ul><ul><ul><li>Evaluations at the bottom of the blue screen! </li></ul></ul></ul><ul><li>Thank you for attending! </li></ul>

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