Asset Management

Asset Management Services

352.392.2556 | website | FAQs

Refer to this toolkit when purchasing and researching assets in the myUFL system. Purchasing equipment, software, books and furniture for UF Departments requires additional information entry into myUFL because many of these items qualify as assets owned by the University. Assets become decaled and asset tracking at UF is done using hand-held scanners that read bar codes from UF Property decals.

Department Accountable Officers may use the simulations in this module to research assets in myUFL to verify information in their department’s inventory.


Web Simulations and Instruction Guides

myUFL

Account Codes for Assets
PDF

myAssets

My Profile Simulation PDF
Navigation of myAssets Simulation PDF
Requesting New Custodian or Contact Simulation PDF
myInventory – Request Decal Simulation PDF
myInventory – View List and Filter Results Simulation PDF
Requests – Inaccessible Location Simulation PDF
Using the Worklists – Unscanned Inventory Simulation PDF
Worklist – Inaccessible Inventory Simulation PDF
Manage Assets: Receive New Assets Simulation PDF
myInventory – Adding an Attractive Item Simulation PDF
myInventory – Edit Asset Information Simulation PDF
myInventory – Upload Photos Simulation PDF
Completing a Foreign Travel Request Simulation PDF
Equipment Request Simulation PDF
Initiating an Off Campus Certifications Simulation PDF
Managing Authorized Warehouse Users Simulation PDF
myInventory – Transfer Simulation PDF
myInventory – Surplus Pickup Request Simulation PDF
Checking My Requests for Status of Transfer Requests Simulation PDF
Checking My Requests for Status of Surplus Requests Simulation PDF
Document Imaging Simulation PDF
Reports Simulation PDF
myInventory – Report of  Survey for Cannibalization Simulation PDF
myInventory – Report of Survey for Abandonment Simulation PDF
myInventory – Report of Survey for Casualty Loss Simulation PDF
myInventory – Report of Survey for Donation to University Simulation PDF
myInventory – Report of Survey for Improperly Disposed Simulation PDF
myInventory – Report of Survey for Lost Simulation PDF
myInventory – Report of Survey for Return to Vendor Simulation PDF
myInventory – Report of Survey for Stolen Simulation PDF
myInventory – Report of Survey for Trade In Simulation PDF
myInventory – Report of Survey for Transfer to State Federal Agency Simulation PDF
myInventory- Report of Survey for Return to Funding Agency Simulation PDF
Approving a Request Simulation PDF
View Asset History PDF

Training

To register for online courses in myTraining, navigate to mytraining.hr.ufl.edu. From the myTraining Dashboard, you can search for courses using the Activity Search field in the upper left hand corner. Just type the course name, course ID or a keyword and then click Search.

After you’ve registered for training, your current enrollments display in the Training list found on the Dashboard page. To begin an online course, click the green Start button.

You can also access myTraining from myUFL using the following navigation:
Main Menu > My Self Service > Training and Development > myTraining


  • PST120: Asset Management—Purchasing and Acquisition of Assets
    This hands-on session is for individuals who create requisitions and receive assets for their department. In this hands-on workshop participants will:

    • Identify what is property and what is an asset
    • Review the requisition process for assets 
    • Receive assets
    • Locate a voucher for an asset
    • Review of leased property and property management procedures
    • Learn how to research an asset

Attendance at “PST073: Introduction to in myUF Market” is strongly recommended prior to attending this course.

  • PST502 myAssets
    In this course, participants will complete an overview of the myAssets property system upgrade as of July 2013, designed for departmental property contacts to control their department inventory. The course shows how to obtain a listing of department assets and submit property status change requests to Asset Management, including updating property, completing inventory, creating reports of survey, and requesting surplus equipment pickup. The course also discusses inventory policy and explains workflow of requests to department approvers and Asset Management for final approval and processing in myUFL. If you have already taken PST501 my Assets before the upgrade, register for PST502 and take the Fast Track to learn about the new features in the upgrade. Select the session, “0009-Online” when registering.
  • PST503 Asset Custodian Tutorial
    In this course, participants will complete an overview of the duties and responsibilities of UF departmental asset property custodians. The tutorial explains types of assets at UF, attractive items, UF inventory policy, safeguarding, care, and surveying of equipment, and resources to manage department inventory and approve changes to property records submitted by the department contact in the myAssets online system.
  • PST967 myUF Payments for Reviewers
    This interactive session reviews the topics and skills necessary to review invoices in the myUF Payment Solutions system. This course is required for employees requesting the UF_AP_Reviewer role, which enables users to find existing vouchers, annotate invoice images, route invoices to users, add supporting docs to invoices and vouchers, and view vendors.
  • PST970 myUF Payments for Approvers
    This interactive session reviews the topics and skills necessary to approve invoices in the myUF Payment Solutions system. This course (along with PST956 Online Journal Entry) is required foremployees requesting the UF_AP_Approver security role, which enables users to find existing vouchers, annotate invoice images, route invoices to users, view vendors, add GL allocations to invoices, approve invoices for payments, enter check requests for unencumbered payments, amend ChartFields and budget check vouchers, add supporting docs to invoices and vouchers, create expense journals, and submit vouchers for payment.

Security Roles

Lists and descriptions of all UF security roles may be found on the Identity & Access Management website.

  • To shop for an asset(s) in myUF Market, if you are permanent staff or faculty you automatically have the role UF_N_MKT_Shopper and may shop in myUF Market; for non-permanent staff or faculty, obtain the role UF_N_MKT_Shopper_Req
  • To create a requisition for purchase, obtain the role UF_N_MKT_Requestor to place orders in myUF Market
  • To receive a purchased item, obtain the role UF_PO_RECEIVER to receive items in myUF
  • For performing reviewer functions for assets in myUF Payment Solutions, obtain the UF_AP_Reviewer role
  • For performing approver functions for assets in myUF Payment Solutions, obtain the UF_AP_Approver role
  • To view Asset Management Images – listed on the user’s Administrative Menu – obtain the role UF_N_AM_IMAGING_VIEW
  • To process vouchers, obtain the role UF_AP_VOUCHER_PROCESSOR (DSOs only)
  • To see the Basic Add screen, obtain the role UF_FI_UNIVERSAL_INQUIRY

Other Resources

Contact Information

UF Asset Management website
Phone (352) 392-2556
Fax (352) 392-4587
Address: 116 Elmore Hall