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ANNUAL EQUIPMENT INVENTORY Enterprise Asset Management

A NNUAL EQUIPMENT I NVENTORY Enterprise Asset Management

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Page 1: A NNUAL EQUIPMENT I NVENTORY Enterprise Asset Management

ANNUAL EQUIPMENT INVENTORY

Enterprise Asset Management

Page 2: A NNUAL EQUIPMENT I NVENTORY Enterprise Asset Management

MAY 22 – JUNE 5UNIVERSITY DEPARTMENTS ONLY

2015 ANNUAL EQUIPMENT

INVENTORY

Enterprise Asset Management

Page 3: A NNUAL EQUIPMENT I NVENTORY Enterprise Asset Management

ANNUAL EQUIPMENT INVENTORY Assets Defined

Small Value Property - $3,000.00 - $4,999.00

Capital Asset - > $5,000.00

Building Code Resources https://ems.gru.edu/virtualems

Loan Agreements

NEW

Enterprise Asset Management

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ANNUAL EQUIPMENT INVENTORY • Go to PeopleSoft Reporting Tools > Query Manager and run query:

MCG_AM_CAMPUS_INV_BY_DEPT.

• Multiple department ID endings, can use a percent sign after the beginning of your dept. ID to pull all area’s data.

• Print spreadsheet for Physical Inventory. You may customize spreadsheet to make inventory easy for you (must include Tag Number, Description, and Location).

Enterprise Asset Management

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ANNUAL EQUIPMENT INVENTORY

• Items that are listed but are no longer physically located in the department will require proper documentation to remove them (i.e. Moving Request, Lost/Stolen Report, E-mail with recipient copied, etc.).

• Assets found but not on listing should be manually added to list.

• Special Attention: All assets must have 1) a tag number, and 2) valid and complete locations (no blank tag number field, PL1117C or no room # in location ) .

Enterprise Asset Management

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ANNUAL EQUIPMENT INVENTORY • The Assistant Equipment Control Officers make all changes to

locations in PeopleSoft. Inventories not entered will be returned to the control officer.

• Transfers and corrections require documentation and are turned in with the inventory.

• Department Heads, Deans, or Department Chairs are required to sign inventory listing submitted for their departments. Send complete inventory to Asset Management before Tuesday, May 26, 2015

Enterprise Asset Management

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ANNUAL EQUIPMENT INVENTORY

Files and Forms

•Presentation for Annual Campus Equipment Inventory Http://www.gru.edu/supply/property/documents/annualinventoryinstructions_rev51815.pdf

•Custodian Formhttp://www.gru.edu/supply/forms/documents/custodian-form.pdf

•Lost / Stolen Reporthttp://www.gru.edu/supply/forms/documents/

loststolenequipmentreportforminstruc tions05072015.pdf

Enterprise Asset Management

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MCG Components MCG Utilities

Enterprise Asset Management

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MCG Inventory Click Search

Enterprise Asset Management

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Enterprise Asset Management

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Enterprise Asset Management

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Enterprise Asset Management

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ANNUAL EQUIPMENT INVENTORY • Failure to follow Property Control Policies and Procedures may

result in disciplinary action ranging from counseling, to written reprimands, to further action up to and including dismissal from employment.

• Complete inventories may be returned via: E-mail: [email protected]

Inter-campus mail: RE1000 / 1555 Clay Street

If you need help meeting the schedule, please call for assistance.

Enterprise Asset Management