UAFR - Biennial Inventory Roles

Biennial Inventory Roles

The following table lists all the roles in the Biennial Inventory system and explains the tasks that each one does.

Caption
Role Description and Tasks
Unit Contact This is the main role. The Unit Contact is also known as the Property Contact, or the Unit Property Accounting Contact. There is generally one Unit Contact for each 3-digit Org. This allows the Unit Contact to manage all 6-digit sub-Orgs rolling up to the 3-digit Org. The Unit Contact actively manages the biennial inventory process from start to finish. The person in this role needs to know deadlines and how to do each task throughout the biennial inventory process, such as loading the inventory list, assigning roles to Unit Specialists, performing physical inventory, and monitoring progress and deadlines. The Unit Contact can update the Biennial Inventory system for equipment or items in his or her unit.
Unit Specialist The Unit Specialist can perform the physical inventory using either the web version or the mobile app version, but has limited update capability within the Biennial Inventory system. Large units could have many Unit Specialists performing physical inventory.
Unit Head This role is at the manager or director level. The Unit Head is only involved during certification and approval at the end of the biennial inventory process. The Unit Head has read-only access to the Biennial Inventory system.
Unit Representative This is a limited role for initiating or handling transfers, disposals, and Pending items during the latter part of the biennial inventory process. The Unit Representative has read-only access to the Biennial Inventory system.
Approver This is a limited role for approving transfers, disposals, and Pending items during the latter part of the biennial inventory process. The Approver has read-only access to the Biennial Inventory system.
IT Support This role exists outside the Biennial Inventory system. The IT Support role does not have access to the Biennial Inventory system, but will be available to help system users with problems.



Keywords:Biennial Inventory Roles   Doc ID:119232
Owner:Erik O.Group:University of Illinois Training and Development Resources
Created:2022-06-23 09:44 CDTUpdated:2022-08-23 15:50 CDT
Sites:University of Illinois Training and Development Resources
CleanURL:https://answers.uillinois.edu/uafr-biennial-inventory-roles
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