Basic Add: Modify Existing Asset Characteristics

Purpose:  Use this document to use the Basic Add component to modify and/or update existing asset characteristics or physical attributes in ctcLink.

Audience: Finance Staff/Supervisors.

You must have at least one of these local college managed security roles:

  • ZD Asset Management Inquiry
  • ZZ AM Interface Processing
  • ZZ Asset Entry

You must also set these User Preference Definitions:

If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.

Basic Add Components

ADDING ASSETS: The Basic Add component page allows you to add small and attractive assets to ctcLink. Please refer to QRG Basic Add: Adding Small and Attractive Assets.

UPDATING ASSETS: The Basic Add component enables you to update existing assets with physical and financial details to an existing Asset. Use Basic Add to change information about how an asset was acquired, as well as the separate costs, and acquisition details of components that comprise the asset. You can add or update various types of physical and financial information for an asset using the Basic Add pages.

The Asset Basic Information component contains pages used to update an asset's physical attributes. They are:

  • General Information - add/update Tag#, Attachments, Asset Class
  • Operation/Maintenance - add/update Manufacturer Information like Serial ID or Model#
  • Asset Acquisition Detail - add a description how asset was acquired
  • Location/Comments/Attributes - update the physical location of the asset
  • Manufacture/License/Custodian - add license information, assign a custodian, and/or update ChartFields
Basic add component

Modifying/Updating Physical Attributes of an Asset

Navigation:  Asset Management > Asset Transactions > Owned Assets > Basic Add

  1. The Asset Basic Information search page displays.
    1. Enter Business Unit.
    2. Enter additional Search Criteria to identify your asset or refine your search.
  2. Select the Search button.
  3. The General Information tab displays.
  4. Select the Manufacture/License/Custodian tab.
Select the Manufacture License Custodian tab
  1. The Manufacture/License/Custodian tab displays.
  2. Enter Serial ID.
  3. Enter Manufacturer ID, Manufacturer Name, and/or Model.
  4. Enter any other information you consider pertinent.
  5. Select the Save button to save changes.
Add info and select save to save changes

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial via Panopto

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