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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