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SC119 – Umoja Property

Management Overview

Umoja Property Management Overview – Version 8


Last Modified:
Copyright 31 August
© United 2015
Nations 1
Agenda

Course Introduction
Module 1: Property Management Overview
Module 2: Property Management Master Data
Module 3: Property Management Process
Module 4: Property Management Integration
Course Summary
Course Assessment
Course Survey

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Course Overview
The purpose of the Umoja Property Management Overview course is to explain the
Property Management module in Umoja.

Prerequisite Review
You should have completed the following prerequisite courses:
• Umoja Overview
• Umoja Master Data & Coding Block Overview

Course Duration: 2 hours

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Course Objectives
After completing this course, you will be able to:
• List the key roles and responsibilities in the Property Management process
• Describe the key changes and benefits of the Umoja Property Management
process
• Name the elements that constitute the Property Management Master Data
• Describe the Property Management process within Umoja
• Explain the high-level processes in Property Management

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Agenda

Course Introduction
Module 1: Property Management Overview
Module 2: Property Management Master Data
Module 3: Property Management Process
Module 4: Property Management Integration
Course Summary
Course Assessment
Course Survey

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Module 1 Objectives
After completing this module, you will be able to:
• Describe the Property Management module in Umoja
• List the benefits of the Property Management module in Umoja

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Key Terminology
Key Term Description
An Organizational unit that is responsible for the Equipment and
functional locations. Maintenance Orders and Planning are
Maintenance Plant undertaken within the Maintenance Planning Plant (MPP). Usually
the MPP is the same as the Maintenance Plant, but in some cases
a MPP is responsible for several Maintenance Plants.
It is the hierarchical ordered structures that denotes the place
where the equipment is located or installed and where work can
be performed. It represents a technical system, building, floor or
Functional Location
room. It can be structured according to ‘spatial criteria’ (i.e.
building 1 or building 2) or to ‘technical criteria’ (i.e. HVAC system,
pump system).
It is an individual, physical object that is maintained as an
Equipment autonomous unit. It can be installed at a functional location or as a
part of a technical system.
It is the Status that tells the user that a certain business
Equipment Status transaction was performed for an object such as the availability
and usability of the equipment (i.e. ‘equipment available’ = AVLB).

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Key Terminology
Key Term Description
A data record with which a user informs Property Management
about a service requirement or need. It is NOT a planning tool,
neither a cost collector. It provides information related to the five
Notification
W’s: Who (reporter), Where (identify where the object is located),
What (technical object), When (notification start day) and Why
(catalog codes). It keeps the history of a technical object.
It is an organizational unit where maintenance activities are
planned. A Work Center can be a machine, group of machines,
Work Center
employees or groups of employees consisting of different skills. It
captures costing, capacity planning and scheduling.
It is the high-level, planning and organizational aspect of a
Task
notification.

It is the standardized sequences of operations describing


individual activities to be carried out on technical objects. These
Task Lists
facilitate the planning of maintenance orders and maintenance
plans and contain specifications for carrying out operations.

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Key Terminology
Key Term Description

It is a material (tools, parts, etc.) required to complete a


Component
maintenance task.

It is a value that defines how an operation should be processed.


Control Key For example, in Umoja the control key specifies whether an
operation will be performed internally or externally.

It is used to determine the costs of an internal activity by a


product unit. It’s aim is to assign the costs that were incurred by
Costing the various cost objects. If the Work Center is used in an
operation, the link to the Cost Center provides activity types for
valuating the operation.

It is a cost object that identifies the areas of ongoing cost


Cost Center responsibility within an organization’s overall organizational
structure.

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Roles & Responsibilities
The following Umoja Enterprise roles are involved in the Property Management process:

• Responsible for creating and tracking Notification relating to


Service Delivery (SD) material, equipment and services that are provided within the
Notification User Organization;
• Able to track, modify and cancel Notification.

• Responsible for creating and maintaining service order, i.e.


creating, changing the status, modifying, canceling and closing
service order, as well as task lists and schedule of service orders;
Service Delivery • Able to follow up with all processes relating to service order or
Planner Notification;
• Able to create and modify equipment and material reservation;
• Able to create, change, update or cancel the SD Notifications.

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Roles & Responsibilities
The following Umoja Enterprise roles are involved in the Property Management process:

• Responsible for reviewing and approving departmental request


(Notification) for material and services that are provided within
the Organization, i.e. verifies and confirms that the described
SD Notification Notification request is suitable for the needs of the requestor
Approver and the department;
• able to create and update departmental request (Notification)
for material and services that are provided within the
Organization.

• Responsible for reviewing and approving/releasing service order,


i.e. verifies and confirms that the described activities are
suitable for the needs of the relevant service order;
• able to maintain equipment records, i.e. assign equipment, and
SD Order Releaser change the status and location;
• able to create and modify material reservation;
• able to create and modify service order’s processing/activities
schedule.

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Roles & Responsibilities
The following Umoja Enterprise roles are involved in the Property Management process:

• Responsible for maintaining, creating and modifying equipment


master data, as well as the Serial Number Data;
Equipment Master • Responsible for assessing and resolving Physical Verification
Data Maintainer discrepancies;
• able to maintain Notification, i.e. create, update, close or cancel
Notification.

• Responsible for maintaining and modifying equipment record


Equipment Master
within the assigned authorization group;
Data Maintainer Local • able to create material reservation and maintain Notification.

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Roles & Responsibilities
The following Umoja Enterprise roles are involved in the Property Management process:

Responsible for overseeing the equipment verification process that


includes:
• extraction of required data;
SD Verification • review and upload the results of verification;
Planner • coordination with offices/departments with respect to timely
resolution of discrepancies;
• ensuring that subsequent processes (e. g. write-off) are started
where appropriate.

• Responsible for reviewing, proceeding and updating write-off


request;
• Collaborates with Asset Accountant and coordinates activities
SD Disposal Planner related to disposal process;
• able to create and maintain Notification;
• able to maintain and update Equipment Data.

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Roles & Responsibilities
The following Umoja Enterprise roles are involved in the Property Management process:

Funds Center/ Responsible for reviewing and approving service order from the
Budget Approver Fund Usage/Owner perspective for activities that consume budget.

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Property Management Overview

Overview

Property Management in Umoja enables an


organization to:
• Assign, install, manage and verify equipment
• Plan, control and process scheduled
maintenance
• Manage and perform corrective
maintenance tasks
• Transfer equipment
• Write off and dispose equipment

These processes optimize the availability of a


piece of equipment and maximize the useful
lifecycle of an equipment or functional location.

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Key Changes
The key changes in the Property Management process at UN after the Umoja
implementation are:
Equipment Record
• An equipment record will be created based on a serialization profile set within the Material
Master record. This will allow the responsible office or Self Accounting Unit (SAU) to track the
equipment that needs to be maintained, from receipt to use.

Automated Reservation for Equipment


• If equipment is not available for assignment, a material reservation will be created, this may
lead to the creation of a Procurement Shopping Cart

Equipment Management and Tracking


• The automation in equipment management and tracking will make the work structured and
considerably reduce manual procedures and paperwork (increasing efficiency)
• There is a global decisions on equipment that will be tracked
• Guideline on serialization for equipment for property stewardship purposes

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Key Changes
The key changes in the Property Management process at UN after the Umoja
implementation are:
Task List (service orders and Physical Inspections)
• This eliminates repetitive activities. It can be applied to the maintenance of equipment and
functional location, as well as to the physical verification of equipment
• It provides the ability to have predefined templates (task lists) for corrective work that will be
repeated. The predefined templates will detail out the work instructions, relevant procedure
and required labor and material resources

Integrated System
• Maintenance, tracking and disposal of equipment will be integrated into one system, thereby
eliminating multiple database systems

Equipment Transfer
• It provides visibility for the receiving office/mission on the equipment history, costs and
analysis. This allows the receiving office/mission to make a cost/benefit analysis and decision
on the transfer

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Benefits
The benefits of the Umoja Property Management process are:

Increased life expectancy of assets and property

Improved quality of maintenance planning (automatic creation of service


orders)

Global visibility of equipment/assets

More accurate and reliable data

Increased accountability

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Touch Points
The Umoja system is an integrated system and most of its modules integrate with each
other to complete a process. Touch points refer to these integration points across Umoja
modules, processes and activities.

Disposal of
Sales and Equipment by
Receipt of Distribution Sale
Equipment and/or Service
Fixed Assets Finance (FI)/
Logistics and orders
Controlling and Work
Execution
(CO) Centers
Property
Management

Source to Fixed Assets Fixed


Acquire Procurement of Management Assets
Equipment (Fixed Maintenance of
Assets) Functional
Real Estate
Locations

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Learning Checkpoint 1
If equipment is not available for assignment, Umoja _____________________.

Fill in the blank with the correct option.

A. Will not assign an equipment


B. Will create a reservation for the same
C. Will send a notification to the Property Management User about the same
D. Will create a Purchase Order for the same

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Learning Checkpoint 1
If equipment is not available for assignment, Umoja _____________________.

Fill in the blank with the correct option.

A. Will not assign an equipment


B. Will create a reservation for the same
C. Will send a notification to the Property Management User about the same
D. Will create a Purchase Order for the same

Option B is the correct answer. If equipment is not


available for assignment, Umoja will create a
reservation for the same, which may lead to the
creation of a Procurement Shopping Cart.

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Module 1 Summary
The key points covered in this module are listed below:

• The Property Management module in Umoja enables an organization to plan,


control and process scheduled maintenance, inspect damage-related maintenance
tasks and manage services

• The Property Management module optimizes the availability of a piece of


equipment and maximizes the useful lifecycle of equipment

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Agenda

Course Introduction
Module 1: Property Management Overview
Module 2: Property Management Master Data
Module 3: Property Management Process
Module 4: Property Management Integration
Course Summary
Course Assessment
Course Survey

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Module 2 Objectives
After completing this module, you will be able to:
• Identify the Master Data elements used in Property Management

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Property Management Master Data
Property Management and Customer Service share the same Master Data elements and
are differentiated using categories for equipment, functional locations and order types.
For example, an 'S' category is used for customer equipment and an "M" category is
used for internal/asset equipment.

All the installations in the organization that need maintenance are structured to
facilitate sound maintenance practices. In general, the entities that require tracking of
technical, cost and installation history, are treated as functional locations or equipment.
Others are classified as either assemblies or materials.

The Master Data elements used in the Property Management process are:

Functional
Equipment Work Center
Location

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Functional Location

Functional
Equipment Work Center
Location

A functional location represents a physical location (example building, floor or room) where
equipment can be installed and/or maintained.

The Functional Location Master Data record uses the following standard views:
• General: It displays the class, object (equipment) type, reference data and manufacturer data
• Location: It displays the location data and address
• Organization: It displays the account assignment (for example, company code or cost center)
and responsibilities (for example, Maintenance Planning plant)
• Structure: It displays the structure indicator, higher-level functional location and equipment
• Additional Data or Links: It displays additional data or links in the Master
record for the functional location (These can be activated as tab pages or
called up using push buttons)

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Functional Location

Functional
Equipment Work Center
Location

Functional locations are automatically created in the Real Estate module of Umoja through the Umoja
process to manage UN’s real estate portfolio. The Real Estate Facilities Planner is responsible for
creating and maintaining this data.

The criteria for creating functional locations are:


• To represent the structures of the technical systems in the company according to functional
criteria
• To perform the maintenance tasks for individual areas in the structure of the technical system
(this work should be recorded)
• To store the technical data for certain parts of the technical system and to evaluate over a long
period of time

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Functional Location

Functional
Equipment Work Center
Location

The following chart shows an example of a functional location hierarchy.

UN Entity

Site Site

Building Building

Garage Workshop Floor

Vehicles Equipment & Tools Printer

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Equipment

Functional
Equipment Work Center
Location

A piece of equipment is an individual physical object that is to be maintained as an autonomous unit.


It usually represents a single object (for example, vehicle, generator, engine or motor) for which
maintenance tasks should be performed. Equipment can be installed/dismantled at a functional
location.

The following data is maintained in the Equipment Master Data:


• Description of the equipment
• Asset number and manufacturer data, like model, serial number, year of construction and
acquisition value
• Classification data for mapping classes and characteristics
• Plant, location, person responsible and maintenance group responsible
• Cost center for settlement of maintenance-related costs
• Measuring points and counters
• Special permits required for any maintenance activity
• Technical identification number (here the census number of the
equipment is maintained)

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Equipment

Functional
Equipment Work Center
Location

The following data is maintained in the Equipment Master Data:


• Additional status of the equipment (whether the equipment is useable or to be repaired)
• Data specific to category of equipment
• Warranty relevant details
• Assignment for safety

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Work Center

Functional
Equipment Work Center
Location

A work center refers to the maintenance team responsible for performing the maintenance tasks in a
particular plant. Depending on the nature of work or structure of the organization, a maintenance
work center may be an individual department, a group of skilled craftsmen or a workshop.

Every piece of equipment and functional location can be allocated to a maintenance work center to
perform the maintenance tasks assigned to the object. The main functions of work centers are:
• Costing
• Scheduling
• Capacity Planning

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Work Center

Functional
Equipment Work Center
Location

Examples of Work Centers include:


Engineering Transport IT
• Construction • Operations • Telecommunication
Services • Mechanical • Professional Services
• Building • Electrical • Personal Computing
Maintenance • Body Shop • Network
• Facilities • Tyre Shop • Hosting
Management • Email and
• Electrical Collaboration
• Mechanical • Application Support
• HVAC
• Water and Sanitation
• Carpentry

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Business Partner Overview
A Business Partner (BP) is an important Master Data element. It defines the person,
group or organization with whom UN has a business interest.
In PM the BP record will be used within the equipment assignment process.
Key components of the general BP Master Data include:

Unique ID number BP Number

Address, telephone
number, email and Contact Information
others Business
Partner
Banking details Banking Information

Currency, payment
terms and payment Payment Condition
method
Identification Legacy System
number Reference#

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Learning Checkpoint 1
Which of the following Master Data elements represents the place at which a
maintenance task is to be performed?

Select the correct option.

A. Functional Location
B. Equipment
C. Work Center
D. Business Partner

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Learning Checkpoint 1
Which of the following Master Data elements represents the place at which a
maintenance task is to be performed?

Select the correct option.

A. Functional Location
B. Equipment
C. Work Center
D. Business Partner

Option A is the correct answer. A functional


location represents the place at which a
maintenance task is to be performed.

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Module 2 Summary
The key points covered in this module are listed below:
• The Master Data elements used in the Property Management process are:
functional location, equipment and work center
• A functional location is a hierarchically ordered structure that represents a
technical system, building or location
• A piece of equipment is an individual physical object that is to be maintained as an
autonomous unit
• A work center refers to the maintenance team responsible for performing the
maintenance tasks in a particular plant

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Agenda

Course Introduction
Module 1: Property Management Overview
Module 2: Property Management Master Data
Module 3: Property Management Process
Module 4: Property Management Integration
Course Summary
Course Assessment
Course Survey

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Module 3 Objectives
After completing this module, you will be able to:
• Explain the high-level processes in Property Management

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Property Management: High-level Processes
The high-level processes in Property Management are:

Equipment Property
Decommission
Assignment and Maintenance
and Disposal
Management and Operations

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Equipment Assignment and Management
Equipment Property
Decommission
Assignment and Maintenance
and Disposal
Management and Operations

Process Overview
The Equipment Assignment and Management process manages the overall equipment lifecycle in a
controlled instructed way.

The high-level Equipment Assignment and Management process is given below:

Maintain Technical Physical Verification


Assign Equipment
Master Data of Equipment

Note: The details of the Equipment Assignment and Management process are covered in
the Umoja Equipment Management course.

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Equipment Assignment and Management

Maintain Technical Physical Verification


Assign Equipment
Master Data of Equipment

When equipment is brought into operation within UN, it can either be assigned to a UN staff
member, who assumes responsibilities for the equipment and/or it can be assigned to a functional
location, where it can be used by multiple people and maintained by a planner group or work
center. For example, a computer is a piece of equipment that can be assigned to a UN staff
member and that person assumes responsibility for the equipment. Additionally, a printer can be
installed at a floor in an office building occupied by UN, where it will be used by multiple staff
members. This printer is installed at the location corresponding to the functional location

The Assign Equipment process provides equipment and material accountability, visibility and life
cycle history.

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Equipment Assignment and Management

Maintain Technical Physical Verification


Assign Equipment
Master Data of Equipment

This process updates and maintains technical master data related to Property Management
Master Data:
– Equipment Master Data
– Functional Locations*
– Work Centers/Activity Types**

Maintain Technical Master Data process is included in other processes when master data is
created and/or changed, such as in the Assign Equipment, Physical Verification, Repair/Maintain
Equipment, Transfer, Write-off and Collaborate to Dispose processes.

______________________________________________
* Functional locations will be maintained through Real Estate
**Work Centers and Activity types will be centrally maintained

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Equipment Assignment and Management

Maintain Technical Physical Verification


Assign Equipment
Master Data of Equipment

The Physical Verification of Equipment process involves physically accounting for all tangible
equipment in accordance with the property management guidelines.

During this process, all equipment that are in use (assigned to a location, entity or person) or
available for use are accounted for through the Physical Verification process. Pertinent detail such
as physical location, equipment status and person responsible are validated. Any discrepancies
found during the Physical Verification process are resolved and documented.

The primary objective of the process is to:


• Validate the accuracy of equipment and material Master Data with respect to its physical
location, status and person responsible
• Document and correct any discrepancies

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Property Maintenance and Operations
Equipment Property
Decommission
Assignment and Maintenance
and Disposal
Management and Operations

Process Overview
The Property Maintenance and Operations process puts in place a program that optimizes the
useful life of a piece of equipment through the implementation of an effective corrective and
preventive maintenance program.

The high-level Property Maintenance and Operations process is given below:

Preventative Repair Functional


Repair Equipment
Maintenance Locations

Note: The details of the Property Maintenance and Operations process are covered in the
Umoja Preventative Maintenance and Umoja Corrective Maintenance courses.

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Property Maintenance and Operations

Preventative Repair Functional


Repair Equipment
Maintenance Locations

Preventative maintenance tasks need to be performed on Equipment, Buildings, and Infrastructure


items on a regular basis to optimize their life. The tasks may be calendar or performance based.
The maintenance plan is built through the Preventative Maintenance process. It is a combination
of:
• Equipment to be maintained
• Tasks
• Frequency at which they need to be performed

The plan is scheduled and based on the scheduling rules and Preventative Maintenance orders are
created. The Preventative Maintenance orders are scheduled, assigned and executed through the
service order Management process. The work performed is registered in
the Preventative Maintenance plan to run reports and set alarms if the
required work is not performed as planned.

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Property Maintenance and Operations

Preventative Repair Functional


Repair Equipment
Maintenance Locations

Corrective maintenance on equipment refers to maintenance tasks performed to restore the ideal
condition of a piece of equipment. There are two types of unplanned maintenance:
• Corrective Maintenance
• Breakdown Maintenance

The Corrective Equipment Repair process describes how equipment breakdowns and emergencies
are identified and corrective actions are taken. For example, a vehicle could undergo corrective
maintenance if it is involved in an accident and requires repairs to fix the damaged sustained.
Similar maintenance could also be performed on a computer if, for example, the screen cracked or
the computer froze.

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Property Maintenance and Operations

Corrective Corrective
Preventative
Maintenance on Maintenance on
Maintenance
Equipment Functional Location

Corrective maintenance on functional location refers to maintenance tasks performed to resort a


functional location (e.g. a physical location) to its ideal condition.

The process to perform corrective maintenance on a functional location is used when a functional
location sustains damages or requires repairs. For example, if the roof of a building was leaking
after a hurricane, repairs to this functional location would be required. Alternatively, this process
could also be used if a functional location, such as a room needs to be painted or a building’s
windows need to be washed.

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Decommission and Disposal
Equipment Property
Decommission
Assignment and Maintenance
and Disposal
Management and Operations

Process Overview
The Decommission and Disposal process optimizes the utilization of the equipment throughout its
life and then manages its transfer, write-off and disposal.

The high-level Decommission and Disposal process is given below:

Collaborate to
Transfer Write-off
Dispose

Note: The details of the Decommission and Disposal process are covered in the Umoja
Decommission and Disposal Process course.

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Decommission and Disposal

Collaborate to
Transfer Write-off
Dispose

An equipment becomes available for transfer due to:


• Surplus
• Immediate Operational Requirement (IOR) for a particular type of equipment by one UN
office and the availability of similar equipment at a different UN office
A requesting location can query the Umoja system for available equipment using the status and
request for the equipment to be transferred via an Equipment Transfer request.

The Equipment Transfer process covers the steps required to


transfer equipment from the sending mission to the requesting
mission. In the Equipment Transfer process, equipment that is
available in one location is transported to another location,
where there is a shortage of the same equipment (for example,
UNHQ to UNOG or a mission to mission transfer).

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Decommission and Disposal

Collaborate to
Transfer Write-off
Dispose

The Write-off process covers the steps required to write off or remove the equipment, which is at
the end of its useful life, from available use in Umoja.

In the Write-off Equipment process, the equipment is identified for write-off along with an
associated disposal method. Depending on the reason for write-off and residual financial value of
the equipment, a recommendation for write-off and disposal might need to be endorsed by the
appropriate property survey boards. This process needs to be transparent, objective and auditable.

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Decommission and Disposal

Collaborate to
Transfer Write-off
Dispose

The Collaborate to Dispose process covers the steps required to dispose an equipment. It is the
final set of activities that are performed at the end of an equipment’s lifecycle. The write-off
reason and disposal method are determined through the Write-off Equipment process and the
equipment can be disposed via the approved method.

The five disposal methods that are available to dispose an equipment are:

Cannibalize
Sale Trade In Donate for Spare Destroy
Parts

The Equipment Manager tracks the progress of the disposal case by creating a Disposal request and
attaching a predefined set of tasks relevant to the type of equipment and disposal method. The
appropriate Environmental Health and Safety procedures are identified and tracked for each
disposal case.

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Learning Checkpoint 1
Which of the following processes manages the overall equipment lifecycle in a
controlled instructed way?

Select the correct option.

A. Equipment Assignment and Management


B. Property Maintenance and Operations
C. Equipment Transfer
D. Decommission and Disposal

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Learning Checkpoint 1
Which of the following processes manages the overall equipment lifecycle in a
controlled instructed way?

Select the correct option.

A. Equipment Assignment and Management


B. Property Maintenance and Operations
C. Equipment Transfer
D. Decommission and Disposal

Option A is the correct answer. The Equipment


Assignment and Management process manages
the overall equipment lifecycle in a controlled
instructed way.

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Module 3 Summary
The key points covered in this module are listed below:
• The high-level processes in Property Management are: Equipment Assignment and
Management, Property Maintenance and Operations, Equipment Transfer and
Decommission and Disposal
• The Equipment Assignment and Management process manages the overall
equipment lifecycle in a controlled instructed way
• The Property Maintenance and Operations process puts in place a program that
optimizes the useful life of a piece of equipment through the implementation of an
effective corrective and preventive maintenance program
• The Equipment Transfer process covers the steps required to transfer equipment
from the sending mission to the requesting mission
• The Decommission and Disposal process optimizes the utilization of the equipment
throughout its life and then manages its write-offs and disposal

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Agenda

Course Introduction
Module 1: Property Management Overview
Module 2: Property Management Master Data
Module 3: Property Management Process
Module 4: Property Management Integration
Course Summary
Course Assessment
Course Survey

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Module 4 Objectives
After completing this module, you will be able to:
• Understand the integration points between the Property Management and
Logistics modules

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Property Management Integration
Several processes in Property Management have integration points with Logistics
processes in Umoja. These processes include:
• Equipment Assignment
• Equipment Transfer
• Equipment Write-off and Disposal

The process flows in the succeeding slides outline the steps in Umoja and the
responsible users.

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Equipment Assignment
Below is the Equipment Assignment process. It shows the integration across Umoja.

Equipment
Create/ Approve assigned to
Notification functional location
requesting or user
Property Equipment responsible
Management

Create
Yes Approval Process Goods
Reservation for Local
(see next slide) Issue
Plant
Check Stock In
Requirement system
Logistics List ?

No Create Shopping Shipping and


Cart Inbound

Procurement
Steps
Procurement

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Equipment Transfer
For transfers of equipment (not assets), the process given below will occur in the
Logistics module*of Umoja and be completed by the responsible logistics users detailed

PM Planner
Inv. Manager Inv. Manager Log. Coord. Inv. Manager Inv. User
Uninstall Transfer
to Create STO Release STO Monitor Approve
Equipment (non-budget (non-budget Outbound Goods Issue
from Sending Receiving Reservation
Plant relevant) relevant) Delivery*
Plant

*Outbound Delivery is automatically


Requesting Plant Sending Plant
generated by system

*Where inventory management processes are not deployed, a PM managed process will be used

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Disposal Process
Below is the disposal process. Note that the disposal notification number should be
referenced for all documents.

Property Survey Board Update equipment


Recommendation status

Cannibalize/
Trade-in/Scrap
Create write-off/ Deactivate
Update equipment Disposal Dispose
disposal requests equipment
status Method equipment
notification

Sale/Donation
Uninstall
equipment

Sale and Donation


Process
Bring equipment to
inventory or
transfer posting
Tasks performed in Umoja
Tasks performed outside Umoja

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Module 4 Summary
The key points covered in this module are listed below:
• The integration points between Property Management, Logistics and Procurement
in the processes for assigning, transferring and disposing of equipment

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Agenda

Course Introduction
Module 1: Property Management Overview
Module 2: Property Management Master Data
Module 3: Property Management Process
Module 4: Property Management Integration
Course Summary
Course Assessment
Course Survey

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Course Summary
The key points covered in this course are listed below:
• The Property Management module in Umoja enables an organization to plan,
control and process scheduled maintenance, inspect damage-related maintenance
tasks and manage services
• The Master Data elements used in the Property Management process are:
functional location, equipment and work center
• The Equipment Assignment and Management process manages the overall
equipment lifecycle in a controlled instructed way
• The Property Maintenance and Operations process puts in place a program that
optimizes the useful life of a piece of equipment through the implementation of an
effective corrective and preventive maintenance program
• The Equipment Transfer process covers the steps required to
transfer equipment from the sending mission to the requesting mission
• The Decommission and Disposal process optimizes the
utilization of the equipment throughout its life and then
manages its write-offs and disposal
• The integration points between Property Management, Logistics
and Procurement

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Agenda

Course Introduction
Module 1: Property Management Overview
Module 2: Property Management Master Data
Module 3: Property Management Process
Module 4: Property Management Integration
Course Summary
Course Assessment
Course Survey

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Course Assessment
Now that you have completed all the modules in this course, you can test your
knowledge by completing the Course Assessment.

To receive credit for completing this course, you must pass this assessment with a
minimum score of 90%.

To complete the assessment you must return to the Learning Management System:
1. Log into Inspira
2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning
3. Search for the name of the course under the My Learning Activities section
4. Click the Start link of the course assessment
5. Click the Submit button once you have completed the assessment

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Agenda

Course Introduction
Module 1: Property Management Overview
Module 2: Property Management Master Data
Module 3: Property Management Process
Module 4: Property Management Integration
Course Summary
Course Assessment
Course Survey

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Course Survey
Your feedback is important to the continuous improvement of our training program.

Please complete the evaluation for this course using the following steps:
1. Log into Inspira
2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning
3. Search for the name of the course under the My Learning Activities section
4. Click the Start link of the course survey
5. Click the Submit button once you have completed the course survey

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Congratulations! You have successfully completed the
Umoja Property Management Overview course.

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