training toolbox transferring an asset from your department to another department

10
TRAINING TOOLBOX Transferring An Asset From Your Department To Another Department

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Page 1: TRAINING TOOLBOX Transferring An Asset From Your Department To Another Department

TRAINING TOOLBOX

Transferring An Asset From Your Department To Another Department

Page 2: TRAINING TOOLBOX Transferring An Asset From Your Department To Another Department

2TRAINING TOOLBOX

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

Page 3: TRAINING TOOLBOX Transferring An Asset From Your Department To Another Department

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Accessing Asset Transfer Request

My Financials

Page 4: TRAINING TOOLBOX Transferring An Asset From Your Department To Another Department

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Step #1: Select “From” Department

Only departments under your

authorization are displayed

Page 5: TRAINING TOOLBOX Transferring An Asset From Your Department To Another Department

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Select Asset

Click Asset to view details before selecting

Page 6: TRAINING TOOLBOX Transferring An Asset From Your Department To Another Department

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Select Asset To Transfer

Click “Transfer”

Page 7: TRAINING TOOLBOX Transferring An Asset From Your Department To Another Department

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Provide Transfer Info

Always include “From” and “To”

Click Transfer

Enter “To” department

Submit request

Page 8: TRAINING TOOLBOX Transferring An Asset From Your Department To Another Department

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Step #2: CAAD Facilitates Transfer

Submit confirmed Email generated to CAAD

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Step #3: CAAD Approves Transfer

CAAD notifies Property Coordinators transfer has been approved.

Asset transfer complete

New dept updates location

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E-mail

[email protected]

Click to exit