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How to Enter & Update Item Location in TERMS (Bldg./Room/Offsi te)

How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

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 How to enter & update an offsite Staff member signs into Terms Select “F” (Fixed Assets) on the Main screen

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Page 1: How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

How to Enter & Update Item

Location in TERMS (Bldg./Room/Offsit

e)

Page 2: How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

What is an Offsite?• Property from one cost center (custodial cost

center) housed at another location

• It is the responsibility of the custodial cost center on whose inventory this property is assigned, to keep accurate records of these item locations, including offsited equipment

Who updates a location?• Staff member(s) designated by administrator• Staff member(s) must have taken Asset

Transfer Class

Page 3: How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

How to enter & update an offsite• Staff member signs into Terms • Select “F” (Fixed Assets) on the Main screen

Page 4: How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

Select Menu “A”

Page 5: How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

Select panel #3

Page 6: How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

1. Type in your cost center

3. Press [Enter]. All selected (A or UT) cost center tagged items

will appear

2. Type A for Active Fixed Assets or UT for Uncapitalized

Technology

Tip: If you have the

serial number,

enter, type in the

number to bring up just that

tag instead of all the inventory

Page 7: How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

Offsite column and BL-Room column will be highlighted for changes• Select tag number to be updated and click in column

3. Type cost

center in offsite column

4. Type new building & room number in BL-Room column

Page 8: How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

Press [F6] to update

Page 9: How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

Navigate to the A4 screen to confirm the location is correct

Page 10: How to Enter & Update Item Location in TERMS (Bldg./Room/Offsite)

Success!! Location has been

updated.