UAFR - FABweb Batch Uploads – Transfers

FABweb Batch Uploads – Transfers

Use these steps to complete equipment transfers to other University units through a Batch Upload file.

NOTE: Parent/Child fixed assets are only transferable directly in FABweb. They cannot be transferred using the Batch Upload process.

Caption

Step

Task

2.

Click the Transfers link to download the template (Excel format).

3.

Place your cursor in cell A2 to begin entering transfer data. Each asset should have its own row.

NOTE: The header row is required in its original format and should not be edited.

4.

Enter data in these required columns for each transfer:

  • TransNum
  • ChartFrom (non-Banner items only)
  • OrgFrom (non-Banner items only)
  • PTag (Banner items only)
  • ChartTo
  • OrgTo
  • Serial Nbr (non-Banner items only)
  • Description (non-Banner items only)

NOTE: See the FABweb Batch Uploads File Requirements for examples and more information.

5.

Select File and click Save As.

6.

Choose a location to save your file.

7.

In the Save as type list, select CSV (Comma delimited).

NOTE: On a Mac, select Windows Comma Separated instead.

8.

In the File name field, use this naming convention (required): T_MMDDYYYY_XXX.csv MM = 2-digit month

DD = 2-digit day

YYYY = 4-digit year

XXX = any 1-3 digit combination

9.

Click the Save button.

10.

If a pop-up window appears to confirm saving your file in CSV format, click the Yes button.

11.

Login to FABweb at https://fabweb.uillinois.edu/.

12.

Click Process a transfer.

13.

Click the Browse button under Upload a File.

14.

Locate and select the file you saved in step 8.

15.

Click the Open button.

16.

In the Asset File field, confirm that the file name is correct and the file type is CSV.

20.

Review the transfer request in FABweb for completeness and accuracy.

21.

Click the Forward Transfer tab.

22.

Click the Submit button to forward the transfer request for approval.




Keywords:FABweb Batch Uploads – Transfers   Doc ID:120049
Owner:Erik O.Group:University of Illinois Training and Development Resources
Created:2022-07-29 09:23 CDTUpdated:2022-07-29 09:27 CDT
Sites:University of Illinois Training and Development Resources
CleanURL:https://answers.uillinois.edu/uafr-fabweb-batch-uploads-transfers
Feedback:  0   0