This step-by-step guide is intended for Equipment Custdians and authorized Custodial Delegates who need to manage their previously saved and submitted Equipment Inventory Modification Request (EIMR) forms in PeopleSoft Asset Management.
This guide explains how to:
- Track existing EIMR forms throughout the workflow approval and disposal processes.
- Manage existing EIMR forms you have not yet submitted or you need to update and resubmit.
- Search for existing EIMR forms.
How to Track and Manage Existing EIMRs
Custodians and Custodial Delegates manage existing EIMRs by navigating to Asset Management WorkCenter > EIMR. Look for the EIMR heading in the My Work section.
There are two EIMR links you can work with:
- My EIMRs Not Yet Approved - Use this list to track and manage any EIMR forms that have not been approved by CAM. EIMR forms for any action type with a status of Draft, Pending Approval, or Returned display in this section. EIMR Number, Action Type, Status, Date Submitted, and Comments for each EIMR form are listed. Only the latest comment for each EIMR is displayed.
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Click a column header to sort the list in ascending or descending order
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Click an EIMR Number to open the selected EIMR Form in a pop-up window (not shown). Use the scroll bars to view the form. Click [X] to exit the pop-up window.
- Any approved or canceled EIMR will be removed from this list.
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My Approved EIMRs Pending Disposal - Use this list to track and manage approved EIMRs that require further action before CAM can manually process the disposal. EIMR Forms with an action type of In-Place Sale, Surplus, or Transfer External that have also been approved by CAM and relate to equipment that has not yet been disposed (EQ Status of In-Service) will be displayed in this section. EIMR Number, Action Type, EIMR Status, Tag Number, Custody Code, and Custody Title for each EIMR are listed.
- As with the My EIMRs Not Yet Approved section, sort the list in ascending or descending order by clicking a column header or click an EIMR Number to open the selected EIMR form in a pop-up window (not shown).
- Date Approved – The date the EIMR Form is approved by CAM.
- EQ Status – The status of the associated equipment.
- An EIMR Number may have multiple lines on the list as each piece of equipment within the EIMR Form is displayed on its own line to track disposal.
- Equipment that has been disposed by CAM will no longer be displayed on this list.
How to Search for Existing EIMRs
You can search for an EIMR form from the EIMR Form search page:
- Navigate to Asset Management tile > EIMR Form tile; or from Custodian’s (or Custodial Delegate’s) WorkCenter > Links > Manage Assets > EIMR Form Main Page (not shown).
- Click the Find an Existing Value tab and enter your Search Criteria. You can leave all criteria blank to return all EIMR forms:
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EIMR No - Enter the EIMR No. Change the drop-down from “begins with” if necessary.
- Action Type – Select a specific Action Type to search for using the drop-down menu.
- EIMR Status – Click drop-down menu and select a specific EIMR Status.
- Click Search to find values matching the entered criteria, or click Clear to remove all search criteria entered .
- Search results will include only EIMRs listed under the searching Custodian’s Custody Code(s).
- Click the EIMR Number link of the EIMR you want to view from the Search Results .
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