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UAFR - Certifying Inventory

Certifying Inventory

Follow these steps to certify if you used the Biennial Inventory system to conduct physical inventory.

  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.
  4. Click the View Orgs button.
  5. Click the appropriate checkbox in the Select column to select that Chart-Org for certification.
  6. Click the Certify 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. Read through the biennial physical inventory requirements.
  2. If you can confirm that you have performed the requirements, select the checkbox for each requirement to show that your unit has completed them.
  3. Scroll down, if needed, and review the inventory details.
  4. Click the Certify button.

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

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

Follow these steps to certify if you conducted physical inventory 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. Click the View/Edit Details button for the appropriate Chart-Org.

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

  1. Click the Update button to enter data about your unit’s items and amounts in the Unit-Supplied Data column.
  2. Enter data in these required fields:
    • Verified Items
    • Verified Amount
    • Pending/Unfound Items
    • Pending/Unfound Amount
    • Total Items
    • Total Amount
  3. Click the Save Changes button.
  4. Click the Browse button to find the file(s) you want to attach.
  5. Follow your computer’s prompts to locate the appropriate file.
  6. Click the Add File button on the Inventory Details window.
  7. Repeat steps 9-11 for any additional supporting files, if needed.
  8. Click the Add Comment button to add a comment, or skip to step 16 if you don’t want to add a comment.
  9. Type your comment in the text field.
  10. Click the Save icon.
  11. Click the Close link to close the Inventory Detail window.
  12. If you are ready to certify the inventory, click the appropriate checkbox in the Select column to select that Chart-Org for certification.
  13. Click the Certify 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. Read through the biennial physical inventory requirements.
  2. If you can confirm that you have performed the requirements, select the checkbox for each requirement to show that your unit has completed them.
  3. Scroll down, if needed, and review the inventory details.
  4. Click the Certify button.

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:Certifying Inventory   Doc ID:119318
Owner:Erik O.Group:University of Illinois Training and Development Resources
Created:2022-06-28 08:58 CDTUpdated:2022-06-28 09:03 CDT
Sites:University of Illinois Training and Development Resources
CleanURL:https://answers.uillinois.edu/training/uafr-certifying-inventory
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