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Surplus Surplus Surplus Forum January 8, 2007

SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Page 1: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Surplus Forum

January 8, 2007

Page 2: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Changes at Surplus

Presented by Margaret Chambers, Director

Page 3: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Surplus Manager

Dan Martinez

447 West 13800 South

[email protected]

(801) 619-7219

New Surplus System Software

Page 4: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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New Surplus Property Software

Presented by Corry Hill

Page 5: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Surplus Property Software

• Tentative dates–Old system will go down on

January 12th

–New system will be available on January 22nd

– No SP’1s can be entered from the 12th to the 22nd

Page 6: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Surplus Property Software

• Web-based– Internet Explorer is recommended– Pop-ups must be allowed

• Administrators, Managers, Users– One administrator per department– As many managers and users as desired

• Log in and passwords– Your email address is your log in– Your password will be sent to you by email

Page 7: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Go to http:www.fleet.utah.gov then surplus then follow the links

Then click on ‘Click here to login”

Page 8: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Enter your Email and Password

Then click on ‘Login”

Page 9: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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To Do List

Place a checkmark in the box to clear an item

Page 10: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Click Department, then Department Profile

Addresses, numbers, codes and users can be updated and added

Page 11: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Disposal Request – SP1

Click Add/Edit then New to enter a SP-1

Page 12: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Select someone to be the Contact Person

A box will appear with all the users that are authorized in the department

Page 13: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Choose the Disposal Type

Page 14: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Select the Account (ELCID) Code

Additional codes can be added in Department Profile

Page 15: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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It will be outlined in red

If you skip a required item

Page 16: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Choose the Pickup Type

Grayed areas are unavailable

Page 17: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Select the Address or add a new one

Page 18: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Select the Item Category and the Quantity

(Est. Value is recommended default is zero)

Page 19: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Select the appropriate condition

Page 20: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Enter the Description, save line, enter more lines

then click the drop down box by: ‘Authorized By’

Page 21: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Select who will approve the SP1

A box will appear with those who are authorized to approve

Page 22: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Click the Save button

Highlighted items indicate available options

Page 23: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Once the SP1 is saved a number is assigned

Green indicates an available option

Page 24: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Search for Disposal Requests by number or date

Click on the drop-down

Page 25: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Once the SP1 is selected

it can be edited or approved

Page 26: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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The person designated to approve the SP1 must log in

And then click on the “Authorized” box

Page 27: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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A agreement box will pop up

Click Confirm, then Save the SP1

Page 28: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Disposal Tracking shows the status of the SP1

Click Departments, then Disposal Tracking

Page 29: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Click in the box when the SP1 is completed

A confirmation box will pop up.

Page 30: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Once ‘OK’ is selected, that SP1 won’t appear in tracking

Page 31: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Hands on training will be available

January 22, 23, and 24

Instructions will be available online

Page 32: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Corry Hill

Division of Fleet Operations

Phone #801-538-3192

Program Specialist

[email protected]

Page 33: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Surplus Customer Survey

Presented by Margaret Chambers, Director

Page 34: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Service

1.The surplus property staff treats me with courtesy and respect. 3.9

2.I receive responses to my requests in a timely manner. 3.8

3.I am satisfied with the accuracy of the information I receive. 4

4.I am able to resolve my issue(s) with the first person I am directed to. 4

Page 35: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Service

5.I am satisfied with the SP-1 online service. 3.8

6.Billing questions are answered promptly. 2.6

7.Overall, I am satisfied with the quality of service I receive from surplus property. 3.8

Page 36: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Service

qs1 qs2 qs3 qs4 qs5 qs6 qs7

Total Points

0

50

100

150

200

250

Page 37: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Staff

1. I feel confident that the staff is professional and capable of helping me. 4

2.Those who help me are knowledgeable about the issues(s). 3.1

Page 38: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Usefulness of Information

1.I am able to obtain the information I need.  4.0

 

2.Surplus Property reports are timely, accurate and contain useful information. 3.1

 

Page 39: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Communication

1. The Surplus Property staff promptly responds to phone calls, E-mail and voice mail.  3.8

2.The Surplus Property website is easy to use.  3.6

3.The Surplus Property website contains helpful information and meets my needs. 3.7

Page 40: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Communication

4.Initial contact people know where to direct me to get the answers I need. 4

5.The Surplus Property web reports meet my needs. 3.0

6.The scheduling process for drop off/pick up of property has been clearly explained. 3.3

Page 41: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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How to Improve the Process

• Provide faster response times when SP-1 forms are submitted online.

• I am not sure if it is being received by staff because items have not been picked up and I have not received a confirmation phone call.

• A guaranteed pick up time would be helpful. If not a guaranteed pick-up time, an estimate of time of pickup with the reply from the submission of the SP-1.

Page 42: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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How to Improve the Process

• The process is so long and inconsistent, it hardly makes it worth the time spent.

• Need more people on the truck for pickup.

• I have been very happy with the service I have received from Surplus Property.

Page 43: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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How to Improve the Process• Customers would like the sp1 to only be used by one

person in their division. They would like it set up so they are the only ones who can submit the SP-1– This issue is addressed with the new system

• Create a drop down list for approvers info on the SP-1. The approval emails are not always coming

through (people entering wrong information)– This issue is addressed with the new system

• Work with DTS to find out what they would like done with the operating licenses before computers are turned in for surplus.

Page 44: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Surplus Customer Survey

Page 45: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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• Survey available at:– fleet.utah.gov– surplus.utah.gov

Page 46: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Service

Page 47: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Staff

Page 48: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Usefulness of Information

Page 49: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Communication

Page 50: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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How can we provide better service?

Page 51: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Margaret Chambers

Division of Fleet Operations

Phone #801-538-9675

Director

[email protected]

Page 52: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Comments from Forum• State government property needs to go through

Surplus. There are several ways it can be done: donated to schools, transferred to another agency, delivered to surplus, have surplus pick the item up, etc; but it always has to go through surplus. You are welcome to call surplus 619-7200 and they will be glad to help you. 

• The new “Surplus Property Software” system allows each Department to have control over who and how many people will enter and approve SP1’s. One person will be designated as the ‘administrator’ for each department. They can designate who will create and approve SP1’s. An email will be sent to each department asking who will be the administrator and for information to set up their department in the new system. Training will be available and questions can be answered by calling 538-3192 or 538-3586.

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Comments from Forum• Confirmation emails are automatically sent with this

new system. You will know immediately when the SP1 is received. 

• Our goal is to pick up the surplused items in 5 business days, along the Wasatch front, after the SP1 is received.

• Items with a serial number need to be entered on separate lines on the SP1’s. We are working on being able to interface other inventory systems with this new system so that in the future it will be easier to enter multiple items that have serial numbers.

• A request was made to have a ‘comments’ field in the SP1 in the new system.

Page 54: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Comments from Forum

• This new system is a complete Surplus system, it not only handles creating and tracking SP1’s, but also: scheduling pickups, receiving items into inventory, creating auctions, creating ‘want lists’ for customers and departments, emailing confirmations, making inventory items searchable for customers and etc

 • The next surplus customer survey is available. We

appreciate and value your input and strive to respond to every comment. The survey can be found at www.surplus.utah.gov and click on the words, “Surplus Customer Survey”

Page 55: SurplusSurplus Surplus Forum January 8, 2007. SurplusSurplus Changes at Surplus Presented by Margaret Chambers, Director

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Surplus Forum

January 8, 2007