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Campus Training 1. Important facts:  EACR.colostate.edu  One Building location per EACR entry  PM will scrub and validate prior to sending to dept.

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Presentation on theme: "Campus Training 1. Important facts:  EACR.colostate.edu  One Building location per EACR entry  PM will scrub and validate prior to sending to dept."— Presentation transcript:

1 Campus Training 1

2 Important facts:  EACR.colostate.edu  One Building location per EACR entry  PM will scrub and validate prior to sending to dept approver  EACR’s are for non-capital items only, capital will still go through Kuali  No paper EACR forms after June 30 th 2016  Direct drops will only be accepted with an electronic entry validated by PM 2Rachel Drenth Property Managment

3 Log on: EACR.colostate.edu https://wsnet.colostate.edu/CWIS12/EACR/_auth/auth.aspx 3

4 Designate approvers 4

5 Current PAAS form  Verify and designate your approvers before December 18 th  No changes will be accepted the last week of December 5

6 Paper forms and Authorized signer sheets 6

7 Paper EACR form 7

8 Paper forms and Authorized signer sheets 8

9 Property Accountability Designation Form 9Rachel Drenth Property Managment

10 Designate approvers 10 EACR.colostate.edu

11 Test your knowledge!  Look up your most current signer sheet  Is it still accurate? 11

12 Log on: https://wsnet dev.colostate.edu/CWIS12/EACR/_auth/auth.aspx https://wsnet dev.colostate.edu/CWIS12/EACR/_auth/auth.aspx https://wsnet dev.colostate.edu/CWIS12/EACR/_auth/auth.aspx 12

13 Home Screen New routing process for: Trade-in, External Transfer, Project Closeout, etc. 13

14 Trade in or warranty replacement Use this form for:  Trade in to vendor  Warranty replacement  Exchanges  Anytime property is being released to a vendor  Either capital or non-capital property 14

15 Property Transfer form  For incoming or outgoing property  To accompany a document releasing or accepting responsibility and title 15

16 To begin, click EACR entry 16

17 EACR entry screen 17

18 EACR entry instructions 18

19 EACR entry Section 1: 19

20 Surplus Fee Schedule 20

21 EACR entry Section 2: 21 https://maps.asu.edu/?id=120&mrkIid=63019

22 EACR entry Section 3: 22

23 EACR entry Create New EACR Number 23

24 EACR entry Error message 24

25 New EACR number Created 25

26 Update Department Details 26

27 Line item entry screen 27

28 28

29 29

30 Multiple EACR’s in queue 30

31 Delete EACR in queue 31

32 All EACR’s submitted by “me” regardless of dept. 32

33 All EACR’s submitted for “my” org code 33

34 Export feature for EACR’s from your department 34

35 Status  Created= EACR created and pending in the users unsubmitted queue  Submitted= user has submitted the request and it is pending validation by PM  PM validated= PM has verified, scrubbed and submitted the request and it is pending approval by the department approver  Pending PU= Request has been finalized and approved by the department approver and is queued in the Surplus drivers pickup requests  Denied= The department approver has denied the request and a record of the request will be kept on file  Completed= Surplus driver has successfully retrieved your requested pickup 35

36 Test your EACR entry knowledge!  Create an EACR request for your department with your name and contact information  Try to use all the fields on the entry screen  Try to use a real example and fill in all fields on the line items screen 36

37 Approver notification 37

38 Approver screen, pending approvals 38

39 Update Department Details 39

40 Approver screen, view request 40

41 Approver Authorization 41

42 42

43 43

44 Approval Screen line items 44

45 Approver screen, completed approvals 45

46 Approver screen, completed approvals export 46

47 Test your Approver knowledge!  Enter the pending screen and approve your EACR request  Export the completed request to Excel 47

48 Additional Resources  This training and a detailed instructions document will be available on the Property Management and Surplus Property Page  Training will continue through June 2016 to prepare for the July 1 launch, watch Training and Organizational Development for dates  The link to the E-EACR will be available on the Property Management and Surplus Property Page  Contact Property Management immediately if you encounter any glitches in the program bfs_property_management@mail.colostate.edubfs_property_management@mail.colostate.edu 48Rachel Drenth Property Managment


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