UAFR - Adding Unit Specialists
Adding Unit Specialists
Use these steps to add a Unit Specialist in the Biennial Inventory system.
- Log in to Biennial Inventory.
- Move your mouse over the Admin tab and select Manage Roles.
- Click the Add Unit Specialist link.
- In the Select Role Details window, select the appropriate Chart and Org combination in the Unit field.
NOTE: You may need to turn off pop-up blockers in your browser to see this window. - Change the default Start Date if needed.
- Change the default End Date if needed.
- Type the Unit Specialist’s UIN or NetID in the UIN/Netid field.
- Select the appropriate university, if needed.
- Click the Add User button.
NOTE: This closes the Select Role Details window. - Confirm that the correct person was added on the Manage Roles page.
- Click the Logout link in the top right corner when you’re done.
To change or remove a Unit Specialist, use the following steps.
- Log in to Biennial Inventory.
- Move your mouse over the Admin tab and select Manage Roles.
- Click the Role heading to sort by role name.
- Scroll down, if needed, to find the Unit Specialist in the list.
- To remove a Unit Specialist, skip to step 8. To change a Unit Specialist’s end date information, click the Edit button.
NOTE: This opens the Select Role Details window. - Change the End Date as needed.
- Click the Save Changes button. Skip to step 10 if you’re done with changes.
NOTE: This closes the Select Role Details window. - Click the Delete button next to a Unit Specialist’s name to remove him or her.
- Click the OK button.
- Click the Logout link in the top right corner when you’re done.