Asset Management
Employee Self Service
Agenda
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Introduction
Purpose and Objectives
Tag Samples
Workflow and Initiate Transfer Process
Review Transfer Process
Approve Transfer Process
Manage Assets Under $5,000
Finding a Tag Number in PantherSoft
Q&A
Open Lab
Purpose and Objectives
1. Eliminate paper form when moving or transferring
Assets.
2. Eliminate looking up the asset via a report. The
manager can review all assets via the asset management
tool or navigating to the View Departmental Assets
under the Manager Self-Service menu selection.
3. Researching the asset via query becomes obsolete.
Agenda
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Introduction
Purpose and Objectives
Tag Samples
Workflow and Initiate Transfer Process
Review Transfer Process
Approve Transfer Process
Manage Assets Under $5,000
Finding a Tag Number in PantherSoft
Q&A
Open Lab
Tag Sample – Property over $5,000
Tag Sample – Software over $5,000
Tag Sample – United States Property
Agenda
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Introduction
Purpose and Objectives
Tag Samples
Workflow and Initiate Transfer Process
Review Transfer Process
Approve Transfer Process
Manage Assets Under $5,000
Finding a Tag Number in PantherSoft
Q&A
Open Lab
Workflow
 Custodial or Departmental Expense Manager initiates request.
 The receiving Departmental Expense Manager must approve the
transfer request.
 If the asset requires IT cleansing then request is routed to IT.
 Property Control performs the final approval of asset transfers.
 If transfer is approved, an email confirmation is sent to
requestor.
NOTE: all transfers related to Projects/U.S. tags must be approved thru
Department of Research prior to requesting any transfers.
Process - Navigation
Process – Selecting the Asset
NOTE: This screen lists assets for a the
selected Activity Number. assigned to
the Expense Managers.
Process – Entering the New Information
This area contains the information of the
asset as it appears in PantherSoft.
You can choose to change
Location, Department,
Custodian, or any combination
of the three in this area.
This area is for adding
comments regarding this
asset.
Tips to remember in “Comments” Section
 The person entering the request may or may not be the contact
person, therefore enter this information in this area.
 Transfer to new Activity Nbr, Project ID, location or to a new Manager
are the most common requests, therefore we recommend that
specific reason and information be entered in the comments to
prevent misinterpretation.
 Most physical transfer of equipment may require some assistance
from Campus Services. If assistance is not needed the user should
note in the comments – “department will physically move assets”.
 If the move is an emergency request – “RUSH” should be entered in
comment box, and if requiring assistance, you can request it from
Campus Services.
Agenda
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Introduction
Purpose and Objectives
Tag Samples
Workflow and Initiate Transfer Process
Review Transfer Process
Approve Transfer Process
Manage Assets Under $5,000
Finding a Tag Number in PantherSoft
Q&A
Open Lab
Process – Confirmation of Results
Agenda
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Introduction
Purpose and Objectives
Tag Samples
Workflow and Initiate Transfer Process
Review Transfer Process
Approve Transfer Process
Manage Assets Under $5,000
Finding a Tag Number in PantherSoft
Q&A
Open Lab
Process - Navigation
Process – Search for asset by Department
Process – Results of Search
NOTE: This screen lists assets for a
selected Activity Nbr, assigned to the
Expense Managers.
Select the “Transfer”
button to Approve,
Deny or Hold this
asset.
If you have any assets
that require an action, the
word “Pending” will appear
in this area.
Process - Navigation
Process - Navigation
000000014578
Process - Navigation
Approve – indicates that
you accept this transfer
and the request moves
to the next approver.
Deny – Sends the
request back to the
initiator and does not
move the transaction any
further.
Hold – Leaves this
transaction in your
queue until you take
further action.
Process – Confirmation of Results
Agenda
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Introduction
Purpose and Objectives
Tag Samples
Workflow and Initiate Transfer Process
Review Transfer Process
Approve Transfer Process
Manage Assets Under $5,000
Finding a Tag Number in PantherSoft
Q&A
Open Lab
Managing Assets Under $5,000
All the assets under $5,000 as of June 30, 2011 have been loaded into the
Share Point System. New Tag Numbers are available for these assets. The
Custodian field was populated with the Budget Manger on record in
PeopleSoft for each asset in the asset management subsystem.
We have given access to the “Custodians” responsible for maintaining
your area’s “Attractive/Sensitive” assets in this system. Additionally we
have assigned an “Accountable Officer”(AO) and an “AO Backup” that
can also be assigned.
These individuals are the only employees allowed to see the information,
and can be anyone the department chooses.
If you should have any questions, please do not hesitate to contact Alex
Toribio from the Financial Systems Support group at 305-348-7200.
Tag Sample – Attractive Property
Process - Navigation
Process - Navigation
Process - Navigation
Process - Navigation
Process - Navigation
Edit/Update Info Process - Navigation
Edit/Update Info Process – Update Page
Agenda
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Introduction
Purpose and Objectives
Tag Samples
Workflow and Initiate Transfer Process
Review Transfer Process
Approve Transfer Process
Manage Assets Under $5,000
Finding a Tag Number in PantherSoft
Q&A
Open Lab
Find Asset in PantherSoft Financials
Navigate in PantherSoft Financials as follows:
Main Menu
Asset Management
Print Asset
FIU01
Tag Number
498000121734 – 4980000120419 – 4980000%
Search
Questions ?
Open Lab