PeopleSoft Asset Management

PeopleSoft Asset Management

Purpose

PeopleSoft's Asset Management module is used for the tracking and management of capital equipment at UCSF. This section explains roles and responsibilities, along with providing the necessary related resources to perform your duties as an equipment custodian, delegate, or curator in PeopleSoft Asset Management.

Roles and Responsibilities

Four primary departmental user roles support PeopleSoft Asset Management functionality: Custodian, Custodial Delegate, Curator, and Maintenance and RRP Admin. This job aid describes the procedures performed by users with the Custodian and Custodial Delegate system roles in PeopleSoft in support of the following responsibilities:

System Role

(PeopleSoft Asset Management user role to support new business processes and functions)

Custodian

Custodial Delegate

Business Role

Equipment Custodian

Personnel identified by Equipment Custodian

High-Level Responsibilities
  • Receives new equipment notifications. Reviews/edits fields related to equipment record data. Marks equipment record as Custodial Reviewed. May forward to a Custodial Delegate to perform edits.
  • Assigns Curator in PeopleSoft if not assigned in BearBuy if lab personnel need to edit the equipment record to note if the equipment is in a Core, Shareable, etc.
  • Creates/submits Equipment Inventory Modification Request (EIMR) online.
  • Reviews/submits EMIR requests submitted by Custodian Delegates
  • Conducts Custodial Review for new equipment assigned by the Custodian online. Notifies Custodian when complete for submission
    • Initiates/EIMR request on-behalf of Custodian and submits to Custodian for review and submittal to Capital Accounting for review and approval.

Getting Started with PeopleSoft Asset Management

Review Establishing Equipment Custodians for roles and responsibilities, along with details on how to obtain access to PeopleSoft as an Equipment Custodian or Custodial Delegate.

Note that before you can assign a Custodial Delegate, they must have already been provisioned access to PeopleSoft Asset Management as outlined in Establishing Equipment Custodians.

Before accessing and using Peoplesoft, Equipment Custodians should refer to the Equipment Management service on the Controller's Office website for the most up-to-date job aids, policies, forms, and procedures.

Custodial roles are supported by the Capitalized Asset Management (CAM) group, part of Controller’s Office Capital Equipment & Accounting.

If you have questions about PeopleSoft Asset Management, contact Capital Accounting.

For technical issues, see the contacts on the PeopleSoft Financials: Asset Management system page.

Help and Support