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Faculty and

...

staff can initiate an asset loan through Kuali

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Financials (KFS).

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Overview

The purpose of the equipment on loan process is to notify Inventory Control of one of the following: 

• The removal

  of University

  of University-owned equipment from State property for a period of up to two years.

   A

  A loan can be initiated for a continuous, intermittent, or

  a

  one-time loan.

    

    

• The return of the equipment from off-State property use.

   

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Initiating an Asset Loan

To initiate an asset loan, 

1. Navigate to the

    ‘Capital Assets’ page

    Assets page. 

2. Click

   on 

   on Asset. 

3. Enter

   Enter the UCONN

   decal number

   Decal Number (KD4668) into the Tag Number

   field to search for

   field to search for it.
   

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4. Once you find

   your

   the asset, click

   on loan in the ‘Actions’ section in the bottom left corner.
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    Loan in the Actions section in the bottom left corner.
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5. As with all other documents in Kuali, enter a description in

   the Overview 

   the Overview section. 

6. Browse through the Asset Information in the Asset section

   to ensure that this

   to ensure that this is the asset

   you wish to

   you wish to loan.

   
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7. On the Equipment Loans tab,

    complete the following fields:  

    complete the following fields:  

   • Borrower ID:

      You can click on the magnifying glass icon

      Click on the magnifying glass icon to search for the Borrower ID using the lookup tool.  

      

   • Expected Return Date: The document

     will

     only

     allow

     allows you to enter a return date 2 years or less from the loan date. You

     will

     need to renew the loan every two years if the equipment is being loaned long-term.

       

        

   • Loan Date:

     This field is auto filled with

     This field is auto-filled with the current date; however,

      you

      you can manually change

     it to

     it to a different date if you wish. 

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8. Enter the borrower’s information into the fields on the Borrower’s Address tab, including the location in which the asset will be housed. 

     
   Note

   title	Note

   These

     
   Note: These fields do not auto-fill based on User ID.

     

     

9. Click Submit when you are finished. The document will then route to

   both the

   both the Fiscal Officer

   on 

   on the Owner Account and the Borrower for approval. 

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