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Lesson 7: Transfer Equipment Lesson 7: Transfer Equipment

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Training ObjectivesTraining Objectives

At the conclusion of this lesson, PCMS LFPCs and AFHCs will be able to:

Query and transfer equipment records

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Main Screen Main Screen

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Querying EquipmentQuerying Equipment

Query all Equipment by LFPC

Query by Equipment

Query by Group

Query Tips:

Enter the value in a query field and hit the “Find” button The % wildcard can be used Use scroll bars to navigate between Equipment records Use lists available to select values from, such as “LFPC User ID”

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Practical Exercise Practical Exercise

1. Query all vehicle\equipment records attached to the LFPC UserID you logged on with.

2. Query all vehicle\equipment records in the Region “01”.

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Rules for Transferring EquipmentRules for Transferring Equipment

1. The AFHC\LFPC can only transfer equipment that is within their SAC scope of authority.

2. A transfer is when the fleet equipment is moved to a new LFPC, new unit, or sub-unit.

3. If an LFPC is being replaced, check the “Replacement” box and enter the UserID of the LFPC that the equipment is being transferred to, and ALL equipment records will automatically be marked for transfer.

4. Equipment records that do not have “Returned Fm Bank” dates cannot be transferred and the system will issue a User Message.

5. Changes to the accounting on a piece of equipment, need to be changed before they are transferred.

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Transfer Equipment RecordsTransfer Equipment Records

To transfer an Equipment Record: Query an LFPCSelect records to be transferred

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Transfer Equipment RecordsTransfer Equipment Records

Enter Transfer To values

Click Transfer Records

1.

2.

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Practical Exercise Practical Exercise

1. From the Transfer Equipment screen query the LFPC you logged on with

2. Select all records with a Type V and transfer them to the trainee LFPC sitting to your right

3. Query your LFPC again

4. Transfer ALL records to a replacement LFPC, the trainee LFPC to your left

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Summary and ReviewSummary and Review

1. What are the steps an LFPC takes to transfer equipment?

2. What would prevent a transfer from being completed?

3. What is the Replacement check box for? When would it be used?

4. How do you transfer equipment by groups?

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Lesson 8 - SAMS

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Training ObjectivesTraining Objectives

At the Conclusion of this Lesson, You Will Be Able To:

Add or Drop Users

Insert or Remove Security Access Code (SAC) Information

Modify Data

Change Passwords

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What Is SAMS?What Is SAMS?

Security Access Management System (SAMS)

Web-based application

Used to Enter Security Access Requests Online

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SAMS LogonSAMS Logon

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SAMS Main MenuSAMS Main Menu

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Sams Request PageSams Request Page

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Action Area Action Area

Action Menu Request Information Authorization Information

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User Information BlockUser Information Block

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User Information Block (cont)User Information Block (cont)

Fieldname Required Description

Last Name Yes The User’s last name.

First Name Yes The User’s first name.

Middle Initial No The User’s middle initial.

Social Security Number Yes The User’s 9-digit Social Security Number, with no dashes or breaks

Work Phone Yes The User’s 10-digit work phone number, with no parentheses, dashes or breaks.

Fax Number Yes The User’s 10-digit fax number, with no parentheses, dashes or breaks.

IP Address No The User’s Internet Protocol (IP) address .

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Application Information BlockApplication Information Block

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Application Information Block (cont)Application Information Block (cont)Fieldname Required Description

Program Code Yes A six-digit code automatically populated when Name & Role is selected.

Dept Yes Enter a two-digit Dept code. USDA’s Dept code is 12.

Agency Yes Enter a two-digit Agency code.

Region Yes Enter a two-digit Region code. If no Region is to be specified, enter 00.

Unit Yes Enter a two-digit Unit code. If no Unit is to be specified, enter 00.

Sub Unit Yes Enter a five-digit Sub Unit code. Use leading zeros, if Sub Unit code is less than five-digits. If no Sub Unit is to be specified, enter 00000.

Account Number Yes A default Account Number of 0000000000 will automatically be entered.

User Id Yes If assigning a new role, and User has an existing PCMS User Id, enter it into the User Id field, with an F appended to the end, e.g. DA014F If User has an existing NFC Systems User Id, use it for new PCMS role. If not, ensuring your cursor is positioned in the User Id field, click on the List button, and select an Unassigned User Id assigned for your use by ACFO-FS.

Password Yes Must be 6-8 characters in length. Must begin with a letter Must contain both letters and numbers.

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Message BlockMessage Block

Fieldname Required Description Comments No Any Comments that may be useful in establishing a clear record.

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Add UserAdd User

Required

Optional

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Drop UserDrop User

Required

Optional

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Insert SACInsert SAC

Required

Optional

Required

Optional

As Required

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Remove SACRemove SAC

Required

Optional

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Modify DataModify Data

Required

Optional

As Required

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Change PasswordChange Password

Required

Optional

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ErrorError

000000000

CARVER

GEORGE

CARDHOLDERPCMS

W

111-11-1111

111-11-1111

123-456-7890

448681

12 34 05 78 12345

AB1111C

08-26-2004

ORA-28007: THE PASSWORD CANNOT BE REUSED.

ABCDE1USERID

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SAMs ReportSAMs Report

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SAMs ReportSAMs Report

Enter a Request Date and click Run Report

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Practical Exercise Practical Exercise

1. Logon to SAMS using your Username and Password. Note any messages on the Main Menu Bulletin Board.

2. Open the SAMS Requests module. Search for and locate the record of an individual under your cognizance, using Last Name (at a minimum) as the search criteria.

3. Return to the Main Menu, and exit SAMS.

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Summary & ReviewSummary & Review

1. What are the main functions the AFHC performs using SAMS?

2. What are the steps for an AFHC when setting up a new LFPC account?

3. If a LFPC loses his/her Password, how would the AFHC provide a new one?