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Faculty and

...

staff can initiate an asset loan through Kuali Financials (KFS).  

Overview

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

• The removal of University-owned equipment from State property for a period of up to two years. A loan can be initiated for a continuous, intermittent, or one-time loan.

  

•   

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

Initiating an Asset Loan

1. Navigate to the Assets

    page

    page. 

2. Click

   on 

   on Asset. 

3. Enter

   Enter the UCONN Decal Number (KD4668) into the Tag Number

   field to search for

   field to search for it.
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4. Once you find the asset, click

    Loan 

    Loan in the

   Actions section in the bottom left corner

   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.

7. On the Equipment Loans tab,

    complete the following fields:  

    complete the following fields:  

   • Borrower ID:

      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 only allows you to enter a return date 2 years or less from the loan date. You need to renew the loan every two years if the equipment is being loaned long-term.   

   • Loan Date:

     This field is

     This field is auto-

     filled with

     filled with the current date; however,

      you

      you can manually change

     it to

     it to a different date if you wish. 

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:

    These

    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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