Asset Management Beginner 1 – Training Class



FAM111: Asset Management for Asset Processors

Training Class Agenda

1. Core-CT Overview

Core-CT Financials Overview: An understanding of how Core works in the State, brief overview of modules, history.

2. Assets

Identifying an Asset

State Statute (Section 4-36)

Asset Costs/Value

State Property Categories

Real Property

Personal Property

Capital and Controllable Assets

Capital Assets

Controllable Assets

Assets with Component Parts

Adding to an Existing Asset

Asset Management fields in Core-CT

AM Unit

Profile ID

Asset Accounts

Location

Tag Number

Life Cycle of an Asset in Core-CT: Flow Chart (Dave)

Methods of Asset Entry in Core-CT: Flow Chart (AM Presentation on website)

3. Purchasing Integration with Asset Management by Roles

Requester

Buyer

Asset Processor

Assets in PO Query

CNTRL Assets in PO Query

Receiver

Voucher Processor

Asset Processor

Physical A and Financial Loader staging tables

Consolidating Assets

Unitizing Assets

Transaction Loader process

Reviewing Assets in Asset Management

Roles and Responsibilities: An understanding of roles, integration, segregation of duties, etc. using a simplified Role Handbook and diagrams

4. Asset Management

Entering Assets through Basic Add

Searching for an Asset

Adjusting/Transferring Assets

Reviewing Depreciation

Retiring/Reinstating Assets

5. Helpful Hints

Training Tools

Clearing the Browser’s Cache

Course Details (tentative)

Schedule: Half Day of Training beginning at 9:00

Target Audience: Asset Processors (New employees and existing employees that need a better understanding of Asset Management)

Number of Participants: 14

Space Requirements: Computer Room (2024)

Instructor Materials: PowerPoint Presentation

Computer Training Environment (FNTRN)

Student Materials: Introduction to Asset Management presentation

Handouts: Selected pages from the Property Control Manual, Asset Accounts, etc.

Class Format: PowerPoint Presentation (overview, process flow, key points)

Repeat for each section

Exercises in FNTRN (Asset Management section only)

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