UAFR - Approving Inventory (Unit Head)

Approving Inventory (Unit Head)

The Unit Head must approve inventory.  The steps to use depends on how physical inventory was conducted by the Unit Contact/Property Contact.

Use these steps when physical inventory was conducted within the Biennial Inventory system.

  1. Log in to Biennial Inventory.
  2. Move your mouse over the Admin tab and select Biennial Certification.
  3. Select the appropriate cycle in the BI Certification field, if needed.
  4. Click the View Orgs button.
  5. Scroll down to the Orgs Ready for Approval section.
  6. Click the appropriate checkbox in the Select column to select that Chart-Org for review and approval.
  7. Click the Review Selected Orgs button.

NOTE:  This opens a new window. You may need to turn off pop-up blockers in your browser to see this window.

  1. Scroll down to review the requirements and details.
  2. Click the Approve button if you approve the certification.

NOTE: This closes the window and displays a success message.

  1. Click the Logout link in the top right corner when you’re done.

Use these steps when physical inventory was conducted outside the Biennial Inventory system.

  1. Log in to Biennial Inventory.
  2. Move your mouse over the Admin tab and select External Certification.
  3. Select the appropriate cycle in the External Certification field.
  4. Click the View Orgs button.
  5. Scroll down to the Orgs Ready for External Approval section.
  6. Click the appropriate checkbox in the Select column to select that Chart-Org for review and approval.
  7. Click the Review Selected Orgs button.

NOTE: This opens a new window. You may need to turn off pop-up blockers in your browser to see this window.

  1. Scroll down to review the requirements and details.
  2. Click the Approve button if you approve the certification.

NOTE: This closes the window and displays a success message.

  1. Click the Logout link in the top right corner when you’re done.




Keywords:Approving Inventory (Unit Head)   Doc ID:119319
Owner:Erik O.Group:University of Illinois Training and Development Resources
Created:2022-06-28 09:09 CDTUpdated:2022-06-28 09:12 CDT
Sites:University of Illinois Training and Development Resources
CleanURL:https://answers.uillinois.edu/uafr-approving-inventory-unit-head
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