Asset Disposal Console: Overview

Working from this tab, you mark assets for disposal or evaluation. The assets then appear on the other tabs so you can do further analysis or initiate the disposal process.

To analyze assets for disposal:

1. Locate the assets you want to analyze, by entering criteria in the Asset Selection Filter to restrict the assets shown in the Asset Registry. You can enter locations, organizational units, a project, asset or depreciation information. You can also drill-down in the Geo Location, Location, Organization, Project, or Systems lists to restrict the Asset Registry by that selection, in addition to the restriction set in the Asset Selection Filter.
2. To adjust the list of assets:
   • Sort the list by clicking the arrows in the column headers
   • Hide or show additional fields by clicking the gear icon and using the Select Fields dialog to make your selections.
3. To review details for the asset, select the Profile button in the row for the asset.
4. When you have the assets in view that you want to either dispose of or evaluate further, select the check boxes for the assets. You must be taking the same action (evaluation or disposal) for the assets you select.
5. Click Mark for Action at the top of the grid.
6. In the Mark for Action dialog, select the Pending Action as either Mark for Disposal or Mark for Evaluation.
7. Click Save.

   The Pending Action field for the asset is updated with the value you selected. The assets appear in either the Evaluate for Disposal or Manage Asset Disposal tab, depending on the action you selected.

If you have marked assets for evaluation, these assets appear on the Evaluate Assets for Disposal tab. The first time you access the tab, click Filter to see these assets. To limit the assets to the specific set you want to work with, set a restriction in the Filter console to avoid an unmanageable number of assets.

As the asset manager, you work through the list of assets that are marked for evaluation, and then either place them back in inventory by changing the pending status to NA, or mark the Pending Action for disposal.

To help you evaluate if and how the asset should be disposed of, you can review the current and historical activities for the asset.

Activities. If an asset has activities associated with it (project actions, moves, assessment items, work requests, or surveys), click Activities in the row for the asset to see details for these actions.

• The form shows active work requests, that is work requests that have a status of Requested, On Hold, Approved, Assigned to Work Order, Issued and in Progress, On Hold for Parts, On Hold for Access, and On Hold for Labor.
• For historical activities, the form shows work requests that are Completed, Closed, Rejected, Stopped, or Canceled. The query to find these requests is performed on the Work Request and Historical Work Request tables. For a description of the statuses that are shown for all activity types, see Reviewing historical activities.
• The following image shows the Activities button in the Asset Registry:

  

Report. From the Asset Summary list (after clicking Activities), click Reports to view all activities for the selected asset; grouped by Current or Historical in a pop-up window.

Reviewing historical activities

For some assets, like buildings and property, the number of transactions can be quite large. For this reason, the application displays a cross tab report which is a count by transaction type. You can drill down in the cross tab report to a list of transaction records contributing to the summary, and then to details of a selected transaction record.

The historical activities list includes closed or completed transactions for the selected asset. These transactions can come from multiple sources (move, project, work request, activity_log, hactivity_log, hwr).

Following is a list of Historical Asset Activities and the table the data comes from:

Historical Asset Activity	Table
Work Request	wr; where status is Completed or Closed
Historical Work Request	hwr
Moves	mo_eq where status is Completed or Closed
Project Actions	activity_log.project_is is not null active and where status is Completed, Completed Verified or Closed
Historical Project Actions	hactivity_log
Assessments	activity_log.assessment_id is not null and project_type = ASSESSMENT and where status is Completed, Completed Verified or Closed
Historical Assessments	hactivity_log
Surveys	eq_audit where survey.status is Completed or Closed
Sustainability Assessments	project.project_type =ASSESSMENT - ENVIRONMENTAL or ASSESSMENT – HAZMAT and where status is Completed, Completed Verified or Closed
Commissioning	activity_log.asset_id = selected asset and project_id are not null, and activity_log.project_id =project.project_id where project_type = commissioning, and where status is Completed, Completed Verified or Closed.
Historical Commissioning	hactivity_log
Owner Transactions	ot

If you have marked assets for disposal, these assets appear on the Manage Asset Disposal tab . The first time you access the tab, click Filter to see these assets. To limit the assets to the specific set you want to work with, set a restriction in the Filter console to avoid an unmanageable number of assets.

From this tab, you can:

• Mark the asset for disposal and update the inventory. This completes the asset disposal.
• Mark the asset for disposal and assign it to a disposal process. One example may be if the asset has hazardous material in it, in which case, you would assign it to a waste disposition task. When you assign an asset to a waste disposal process, you monitor the process from the Update Inventory tab.
• Return an asset to inventory. See Returning an asset to inventory.
• Create an action for the asset.
• use the Profile button in the row for the asset to review details.

To mark the asset for disposal and update the inventory:

1. From the Manage Asset Disposal tab, locate a group of assets that you are ready to dispose of. You must have marked these assets for disposal on the Evaluate Assets for Disposal tab.
2. Select the check boxes for the assets, and click Update Disposal Information.

   The Update Disposal Information form appears.

   

   Note: You can track the cost of disposal in the Project Proposal that you create for disposal.

3. From the Pending Action list, select one of the following:
   • Mark for Disposal
   • Mark for Donation
   • Mark for Evaluation
   • Mark for Refurbish
   • Mark for Repurpose
4. Since you are disposing of the asset, select the Disposal Type from the list (Sell, Donate, Discard, Lost, Stolen)
5. Enter the Date Disposed.
6. Enter the Disposed Value. if you sold the asset, put in the market value or sales price.
7. Click Update and Execute.

   When you click Update and Execute, the asset table(s) are updated using the following field mapping:

   • For buildings and properties, the Disposed Value is entered into the Selling Price field of the Owner Transaction table
   • For equipment, the Disposed Value is saved in the Salvage Value field of the Equipment table
   • For furniture, the Disposed Value is saved in the Salvage Value field of the Tagged Furniture table.

   For Buildings and Properties, an Owner Transaction (ot) record is created with a default description (ot.description) of “Disposed on “ + ot.date_sold.

   For buildings and properties, the Owner Transaction table is updated with the Disposal Type you enter. The following describes the mapping of your entries to the Owner Transaction table for buildings and properties.

   Disposal Type	OT Status
   Sell	Sold
   Discard	Disposed
   Donate	Donated

   Note: You can track the cost of disposal in the Project Proposal that you create for disposal.

To mark the asset for disposal and assign it to a disposal process:

You might need to assign the asset to a disposal process, and then monitor the process to completion before updating the inventory. In this case, you do not update the inventory until the process completes.

1. From the Manage Asset Disposal tab, locate a group of assets that you are ready to assign to a disposal process. You must have marked these assets for disposal on the Evaluate Assets for Disposal tab.
2. Select the check boxes for the assets that you want to mark for disposal and assign to a disposal process.
3. Click Update Disposal Information.

   The Update Disposal Information form appears.

   

   Note:  Disposal costs are manged in a Disposal project.

4. Click Assign To.

   The Create Action for Asset form appears.

   

   Note: The Create Waste Disposal Activity appears only if the asset is equipment.

5. Select the disposal process for the asset. For example, you could assign the asset to a project action, to an assessment or commissioning action, to an Environmental & Risk Management waste disposition process, or to a service request.
6. Click OK.

   Depending on your selection, the form to create the appropriate item appears.

   For information on entering project actions, see Adding Actions for Work Packages for a description of the data you can enter. You can associate actions with projects that are Proposed or Requested and for which you are a team member.

   For information on adding an assessment action, see Recording the Condition or Sustainability of Equipment and Rooms.

   For information on creating a service request, see Generating and Reviewing Service Requests for Actions.

   For information on creating details for generated waste, see Track Waste Generation.

   After saving the action, the Update Disposal Information form appears.

7. Click Save on this form.

   You can now manage the disposal process on the Update Inventory tab.

Returning an asset to inventory

If you determine that the asset should not be disposed of, you can return it to inventory.

1. From the Manage Asset Disposal tab, select the check box for the asset to be returned to inventory.
2. Click Update Disposal Information.
3. Select N/A from the Lifecycle Status list, and N/A from the Disposal Type list.
4. If needed, enter comments that describe your decision in the Disposal Comments field.
5. Click Save.

   The Asset is returned to inventory and is not disposed of.

Create an action for the asset

Your planning or disposal project, or your analysis of equipment dependencies might involve the need to survey assets, create a service request for maintenance or other work that needs to be done, or the need to dispose of waste at a location. For example, if your analysis determines that you should do preventive maintenance for an item that is affected by another asset that needs to be taken off line, you can create the action for that work from the console. To handle situations such as these, you can create the following types of actions for an asset. If you need to have a license for the application, that is noted below.

• a project action for Proposed or Requested projects for which you are a team member. These projects do not include Assessment or Commissioning projects.
• an action for a Proposed or Requested project of the Commissioning or Assessment Project Type for which you are a team member. For this type of action, you would need to have a license for the Project Management application.
• a service request. For this type of action, you would need a license for the Service Desk application.
• A disposition of waste. For this type of action, you would need a license for the Waste Management application.

To create an action for an asset:

1. Access the Asset Lifecycle Console, the Asset Disposal Console, or the Equipment Systems Console.
   • From the Asset Lifecycle Console, select the Asset Lifecycle tab, and set a filter to restrict the assets that show in the Asset Registry.
   • From the Asset Disposition Console, select the Evaluate Assets for Disposal tab, set a restriction to limit the assets that appear, and click Filter.
   • From the Equipment Systems Console, select the Asset Relationship Analysis tab, and select an asset from the Inventory Tree.
2. From the Asset Lifecycle or Asset Disposal Consoles, click the wrench icon in the row for the asset for which you want to assign an action.

3. 

   From the Equipment Systems Console, click the wrench icon in the Equipment Details panel.

   

   The Create Action for Asset form appears.

   

4. Select the option button for the action type you want to create, and click OK.

   Note: The Create Waste Disposal Activity appears only if the asset is equipment.

5. You will be directed to the form for the action you are assigning. The form will be pre-populated with information for the selected asset.
6. Complete and save the form with the information you need.

   For information on entering project actions, see Adding Actions for Work Packages for a description of the data you can enter. You can associate actions with projects that are Proposed or Requested and for which you are a team member.

   For information on adding an assessment action, see Recording the Condition or Sustainability of Equipment and Rooms.

   For information on creating a service request, see Generating and Reviewing Service Requests for Actions.

   For information on creating details for generated waste, see Track Waste Generation.

When you click Update and Execute for a property or building, a record is created in the Ownership Transaction table. The Transaction ID is auto-generated, and the following values are taken from your entries on the Update Disposal Information form:

Field on the Update Disposal Information form	The Ownership Transaction record is created using these values
“The “ + Asset Type + ” was “ + Disposal Type + “ on “ + Date Disposed	Description [ot.description]
Disposal Comments	Comments [ot.comments]
Asset Code (if Asset Type = Property)	Property Code [ot.pr_id]
Asset Code (if Asset Type = Building)	Building Code [ot.bl_id]
When you set the Transaction Status to Disposed	Transaction Status [ot.status] = Disposed
Date Disposed	Date Sold [ot.date_sold]
Disposed Value	Selling Price [ot.cost_selling]

Updates are made to the Properties, Buildings, Equipment and Furniture tables from your entries on the Update Disposal Information form:

Update Disposal Information	Property Table
Properties table
When any Disposal Type is saved	Pending Action [property.pending_action] = N/A
Disposal Type = Sell	Status [property.status] =SOLD
Disposal Type = Discard	Status [property.status] = DISPOSED
Disposal Type = Donate	Status [property.status] = DONATED
Buildings table
When any Disposal Type is saved	Pending Action [bl.pending_action] = N/A
Disposal Type = Sell, Discard	Status [building.status] = DISPOSED
Disposal Type = Donate	Status [building.status] = DONATED
Equipment table
When any Disposal Type is saved	Pending Action [eq.pending_action] = NA
Disposal Type = Sell	Status [eq.status] = Sold
Disposal Type = Discard	Status [eq.status] = Disposed
Disposal Type = Donate	Status [eq.status] = Donated
Disposal Type = Stolen	Status [eq.status] = Stolen
Disposal Type =Lost	Status [eq.status] Missing
Furniture Table
When any Disposal Type is saved	Pending Action [ta.pending_action] = NA
Disposal Type = Sell	Status [ta.status] = Sold
Disposal Type = Discard	Status [ta.status] = Disposed
Disposal Type = Donate	Status [ta.status] = Donated
Disposal Type = Stolen	Status [ta.status] = Stolen

Note: To see a floor plan in the generated PowerPoint presentation, the project must have a work package assigned, the floor plan has to have a markup, the markup must be in the doc4 field of the Action Items table (activity_log), and the Action Item record must be assigned to a Work Package

To generate a PowerPoint presentation from your project data:

1. Drill down in the Project list to the project, and click the Export button .

   A job runs that creates a PowerPoint presentation based on the data entered for the project.

2. Select to open the project, or to save the project to your system

See Generating PowerPoint presentations from the Enterprise Asset Management Consoles.