Need help with asset management topics in Core-CT? We’ve assembled a host of training resources, job aids, and more to help you use Core-CT to complete asset management tasks. Explore the topics below for more specific guidance and information.
Asset management trainings
Asset Management CO-59 Reporting webinar:
L200 Asset Management Approval instructor-led module:
Asset management job aids
- Add an atachment to an existing asset (PDF) - Learn how to use the Attachments link on the General Information tab of Basic Add to add attachments to an asset.
- Agency asset contacts (XLS) - Find a full list of employees with Asset Maintainer roles, serving as points of contact for inter-agency asset transactions.
- Asset account codes (PDF) - Find our reference tool to help Requesters and General Buyers enter the correct Account Codes on Requisition and Purchase Order Distribution Lines related to assets.
- Asset FAQs (PDF) - Get answers to common inquires related to using Asset Management tools in Core-CT.
- Asset management navigation (PDF) - Learn the more common navigations for Asset Management users in Core-CT.
- CO-59 queries for assets & inventory (PDF) - Learn how to fill out the CO-59 Asset Management GAAP Reporting Form.
- Coding an asset in eProcurement (PDF) - Review assets to make sure they are correctly coded at the Requisition stage, allowing them to be properly generated in Asset Management at the end of Supply Chain workflow.
- Cost adjustment - Non-capitalized asset (PDF) - Learn how to conduct cost adjustments to non-capitalized assets using the Update Non-Capitalized Cost page.
- Cost adjustment - Transfer capitalized asset (PDF) - Learn how to adjust or transfer the cost of Capitalized Assets using the Cost Adjust/Transfer Asset page.
- Creating asset interfaces on receipts (PDF) - Learn how to send receipt lines to an Interface ID for further review and manipulation.
- Creating assets immediately on receipts (PDF) - Learn how to immediately send receipt lines to an Interface ID for further review and manipulation.
- Creating assets manually - Basic add (PDF) - Learn how to manually add new assets using the Basic Add page. This should only be done when Supply Chain Document Workflow cannot be used.
- Creating leased assets - Basic add (PDF) - Learn how to create leased assets. Like SBITA assets, these will not be generated through the system’s Supply Chain workflow and are instead manually created using the Basic Add page.
- Creating SBITA assets - Basic add (PDF) - Learn how to create SBITA assets. Like leased assets, these will not be generated through the system’s Supply Chain workflow and are instead manually created using the Basic Add page.
- Entering asset classes (PDF) - Learn how to enter asset classes for your agency. Asset Classes are not required but are used to classify assets for agency-specific reporting purposes and are Business Unit specific.
- Interface transactions – Consolidating (PDF) - Learn how to consolidate Interface Transaction lines either together into a single new asset or onto existing assets.
- Locations: Adding asset locations (XLS) - Access the template for adding locations to assets in Core-CT.
- PCard process for assets (PDF) - Learn about the basic processes for successful PCard Asset Integration.
- Physical inventory: Creating & processing physical inventories (PDF) - Learn how agencies can take Physical Inventory of all their assets annually by using Mobile Physical Inventory. This process uses Fluid UI to support real-time asset scanning with Bluetooth-enabled mobile devices.
- Physical inventory: Creating & processing physical inventories - manual (PDF) - Learn how agencies can take Physical Inventory of all their assets annually when unable to conduct Mobile Physical Inventory.
- Asset receipts (PDF) - Learn how to create receipts that contain assets with single line distributions. This job aid is intended for Casual & General Receivers and Asset Processors.
- Receiving assets: Receiving single distribution (PDF) - Learn what to do when you encounter PO lines for assets with split distributions, requiring the Allocation Type to be specified to properly allocate the split funding across the assets.
- Retiring assets (PDF) - Get to know the asset retirement process, which now consists of three levels each associated with a different user role.
- Reviewing asset cost (PDF) - Learn how to review an asset’s current value as well as all its cost transactions on the Review Cost page.
- Transaction reversals (PDF) - Learn how employees with the Financial Asset Processor role can reverse certain completed transactions using the Transaction Reversal feature.
- Transferring a non-capitalized asset within a business unit (PDF) - Learn how Financial Asset Processors can transfer the cost of non-capitalized assets from one Department ID to another within a Business Unit.
- Updating asset information and cost (PDF) - Learn how to determine what type of asset updates and adjustments you can make in Core-CT, and where to navigate to make the adjustment.
- Updating asset profile and depreciation attributes (PDF) - Learn what Financial Asset Processors should do if they need to make an update to an asset’s Profile ID and/or Depreciation Attributes.
- Utilizing mobile devices (PDF) - Learn how to use mobile devices for certain Core-CT tasks. This includes the Physical Inventory Scanner role, which includes the ability to scan mobile physical inventories through the Physical Inventory tile.
- WorkCenter: Asset management WorkCenter (Fluid) (PDF) - Learn the basics of the Asset Management WorkCenter, the revamped navigational center for Core-CT users. It features an efficient Fluid look to help users access frequently used pages, based on their Asset Management security roles.
- WorkCenter: WorkCenter personalization (PDF) - Learn how to personalize your Asset Management WorkCenter to be most efficient to your role with the State.
- Working with non-capitalized assets (PDF) - Learn the ways in which working with non-capitalized (controllable) assets differs in several ways from working with capital assets.