Sunflower Useful Tips and Shortcuts

If you’re looking for a few time saving techniques and quick ways to enhance your effectiveness while working with Sunflower, consider the following tips:

  1. Defaulting Location

    One way to streamline your work as a property manager is to set up a default asset Location, so that each time you add a new asset record this Location will appear.  Set it up to be as granular as you like.  For example: maybe you only want to default Site and Building on each asset instead of Site, Building, and Room; this way when you add assets you only have to add the Room number to the records.

    This default can be set at the Personal Parameter Value level - so if your organization has 10 different property managers (Stewards) in 10 different locations, each person can set the system up to default their individual location.  To set the default, each personal should:

    1.    Navigate to Admin > People > Enter Personal Parameter Values
    2.    Hit the Find button on the toolbar
    3.    Enter DLOCATION in the Code field
    4.    Hit the Find button once more
    5.    Pick the correct Category of asset, (Management, Agreement, etc.), and double click in the Value field below the words *Default location
    6.    Enter the desired Location
    7.    Hit the Save button to save the Location
    8.    Hit the Save button to save the record
    9.    You should now see that Location when adding a new asset

  2. Create Excess Asset Reservations

    If you’re looking for ways to increase your organization’s reutilization of Excess assets, try using Sunflower’s asset reservation functionality.  Inventory Clerks can request to reserve Excess assets for reutilization, and Excess Clerks/Managers – using a ‘first come first served’ policy - can review and decide which Inventory Clerks to transfer the assets to.  Using the Excess module, follow these steps to manage reservations:

    1.    Inventory Clerks - conduct an Asset Search of Excess assets to determine which assets are available for reutilization
    2.    Inventory Clerks - go to the Create Excess Asset Reservation screen.  Here you can request to reserve one or more assets, indicating the Organization you work for, your phone number and the number of days you are willing to wait for an asset(s).  You can also see how many other reservations have been made against an asset, so that if you’re far down the line you can decide to reserve a different asset
    3.    Excess Clerks/ Managers – run the Asset Reservations report to determine which Inventory Clerks have made reservations.  Additionally, use the Maintain Excess Asset Reservations screen to view and manage the Inventory Clerks’ reservations
    4.    Excess Clerks/Managers – once you decide to transfer an asset to an Inventory Clerk, Final Event the Excess Asset as an ‘Excess Redeploy’.  You can then request a transfer to the requisite Steward organization
    5.    Inventory Clerks – once the Excess asset has been final evented and a transfer request generated, accept the transfer into your Steward organization and begin managing the asset.  (At this point the Inventory Asset is now back In Service).

 

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