# Presentation: 125877

## Lesson 7: Transfer Equipment 

**Notes:**
  Summarize / Paraphrase Course Description Paragraph In Student Outline. 
  Note:  This Lesson Is Best Presented Using Dual Projectors; One for This PowerPoint Presentation, and a Second for Showing the PCMS Application.

  If the Classroom Does Not Have Dual Projectors/Screens, the Instructor Can Switch Back & Forth Between PCMS and PowerPoint.

  If the Instructor Is Uncomfortable Switching, Pick Most Suitable Option for Situation 

## Training Objectives

**At the conclusion of this lesson, PCMS LFPCs and AFHCs will be able to: **** **
* **Query and transfer equipment records*

**Notes:**
  Ask Students To ‘Take A Moment To Review The Training Objectives For This Class.’ 
  Do Not Read Them To The Students.

## Main Screen 

**Notes:**
  Discuss the function of this screen and the main sections.

 Note the different sections of the screen and their functions.

Review Field Names and Descriptions. 

## Querying 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”

**Notes:**
   Discuss how to query in Transferring Equipment screen.

  Discuss different queries.

  Demonstrate some simple queries.

## Practical Exercise 

- Query all vehicle\equipment records attached to the LFPC UserID you logged on with.
- Query all vehicle\equipment records in the Region “01”.

**Notes:**
  These Practical Exercises Can Be Conducted as an Individual or Instructor-Led Exercise. 
  Ensure Every Student Successfully Completes This Exercise Before Proceeding.

## Rules for Transferring Equipment

- The AFHC\LFPC can only transfer equipment that is within their SAC scope of authority.
- A transfer is when the fleet equipment is moved to a new LFPC, new unit, or sub-unit.
- 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.
- Equipment records that do not have “Returned Fm Bank” dates cannot be transferred and the system will issue a User Message.
- Changes to the accounting on a piece of equipment, need to be changed before they are transferred.

**Notes:**
   Discuss why a record should be modified.  Provide examples.

  Demonstrate modifying a record.

  Discuss the guidelines.  Expand on the notes on the slide.

## Transfer Equipment Records

-   To transfer an Equipment Record:
- Query an LFPC
- Select records to be transferred

**Notes:**
   Review transfer equipment steps.  Expand on each point.

Demonstrate to the class.

## Transfer Equipment Records

-   Enter ***Transfer To***
***      ***values

-   Click ***Transfer Records***

**1.**

**2.**

**Notes:**
   Review transfer equipment steps.  Expand on each point.

Demonstrate to the class.

## Practical Exercise 

- From the Transfer Equipment screen query the LFPC you logged on with
- Select all records with a Type V and transfer them to the trainee LFPC sitting to your right
- Query your LFPC again
- Transfer ALL records to a replacement LFPC, the trainee LFPC to your left

**Notes:**
  This Practical Exercise Can Be Conducted as an Individual or Instructor-Led Exercise. 

## Summary and Review

- What are the steps an LFPC takes to transfer equipment?
- What would prevent a transfer from being completed?
- What is the ***Replacement ***check box for?  When would it be used?
- How do you transfer equipment by groups?

**Notes:**
  Cover Review Questions. 
  Ensure There Are No Other Questions About CAMS.

**Lesson 8 - SAMS**

**Notes:**
 BRIEFLY SUMMARIZE INFORMATION CONTAINED IN LESSON PLAN DESCRIPTION OF STUDENT LESSON PLAN.

## Training 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

**Notes:**
  GIVE STUDENTS A MINUTE TO REVIEW THE LESSON’S TRAINING OBJECTIVES. 
  DO NOT READ THEM TO STUDENTS

## What Is SAMS?

- Security Access Management System (SAMS)
- Web-based application
- Used to Enter Security Access Requests Online

**Notes:**
  BRIEFLY REVIEW EACH POINT. 

## SAMS Logon

**Notes:**
  REVIEW THE ‘LOGON’ DIAGRAM, STARTING WITH THE SAMS ICON. 
  EXPLAIN THE WARNING MESSAGE, AND THE NEED TO CLICK ‘OK’ BUTTON TO PROCEED. 
  EXPLAIN LOGON WINDOW.  USER ID & PASSWORD NOT CASE-SENSITIVE. AND THE NEED TO CLICK ‘OK’ BUTTON TO PROCEED. 
  REVIEW THE MAIN MENU PAGE, THE TOOL BAR, AND THE BULLETIN BOARD. 

## SAMS Main Menu

**Notes:**
  TRANSITION TO THE TOPIC OF SAMS REQUESTS. 
  IDENTIFY LOCATION OF REQUESTS ON THE MAIN MENU PAGE TOOL BAR. 

## Sams Request Page

**Notes:**
  INTRODUCE THE SAMS REQUEST PAGE. 
  PROVIDE AN ORIENTATION OF PAGE TO INCLUDE:
  TOOL BAR & BUTTONS AT TOP
  ACTION BLOCK
  USER INFORMATION BLOCK
  APPLICATION INFORMATION BLOCK

## Action Area 

**Action Area **

- Action Menu
- Request Information
- Authorization Information

**Notes:**
  REVIEW THE ACTION FIELD LOCATION & PURPOSE. 
  EXPLAIN ‘ADD USER’ IS DEFAULT ACTION. 
  REVIEW & BRIEFLY EXPLAIN EACH OF THE OTHER ACTION(S) AVAILABLE FROM THE DROP-DOWN MENU. 

## User Information Block

**User Information Block**

## 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 . |

**Notes:**
  REVIEW EACH DATA ENTRY FIELD IN THE USER INFORMATION BLOCK. 
  IDENTIFY THE REQUIRED & OPTIONAL FIELDS. 
  EXPLAIN FORMAT FOR SOCIAL SECURITY NUMBER, WORK PHONE & FAX FIELDS; THAT SAMS WILL INSERT DASHES WHERE APPROPRIATE. 

## Application Information Block

**Application Information Block**

**Notes:**
  INTRODUCE THE USER INFORMATION BLOCK. 
  DETAILED REVIEW OF EACH FIELD IS ON TABLE IN NEXT SLIDE.

## 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.  |

**Notes:**
  REVIEW EACH DATA ENTRY FIELD IN THE APPLICATION INFORMATION BLOCK. 
  IDENTIFY THE REQUIRED & OPTIONAL FIELDS. 
  EXPLAIN REQUIRED FORMATS, PARTICULARLY FOR USER ID & PASSWORD. 
  GIVE AN EXAMPLE OF USEFUL ‘COMMENTS’ ENTRY.

## Message Block

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

## Add User

**Add User**

**Notes:**
  REVIEW THE ENTIRE ‘ADD USER’ PROCESS.
  WHILE DISCUSSING DATA ENTRY FIELDS, EMPHASIZE THOSE WHICH ARE MANDATORY FIELDS.  (RED STARS)
  ENTER 0000000000 FOR ‘ACCOUNT NUMBER’
  EXPLAIN HOW BATCH PROCESS OF REQUESTS RUNS, E.G. TWICE EACH DAY, POPULATES ‘DATE COMPLETED’ FIELD, ETC. 

## Drop User

**Notes:**
  REVIEW THE ENTIRE ‘DROP USER’ PROCESS. 
  WHILE DISCUSSING DATA ENTRY FIELDS, EMPHASIZE THOSE WHICH ARE MANDATORY FIELDS.  (RED STARS) 
  EXPLAIN IMPORTANCE OF FINDING & COPYING MOST CURRENT RECORD FOR ‘DROP USER’ ACTION. 
  ENCOURAGE USE OF REASON FOR DROP ACTION IN ‘COMMENTS’ FIELD, AND GIVE EXAMPLES.

## Insert SAC

**Insert SAC**

**Notes:**
  REVIEW THE ENTIRE ‘INSERT SAC’ PROCESS. 
  WHILE DISCUSSING DATA ENTRY FIELDS, EMPHASIZE THOSE WHICH ARE MANDATORY FIELDS.  (RED STARS) 
  EXPLAIN IMPORTANCE OF FINDING & COPYING MOST CURRENT RECORD FOR ‘INSERT SAC’ ACTION. 
  ENCOURAGE USE OF REASON FOR ‘INSERT SAC’ ACTION IN ‘COMMENTS’ FIELD, AND GIVE EXAMPLES.

## Remove SAC

**Notes:**
  REVIEW THE ENTIRE ‘REMOVE SAC’ PROCESS. 
  EMPHASIZE THE IMPORTANCE OF FINDING & COPYING THE CORRECT RECORD/SAC FOR ‘REMOVE SAC’ ACTION. 
  ENCOURAGE USE OF REASON FOR ‘REMOVE SAC’ ACTION IN ‘COMMENTS’ FIELD, AND GIVE EXAMPLES.

## Modify Data

**Notes:**
  REVIEW THE ENTIRE ‘MODIFY DATA’ PROCESS. 
  EMPHASIZE IMPORTANCE OF FINDING & COPYING MOST CURRENT RECORD FOR ‘MODIFY DATA’ ACTION. 
  ENCOURAGE USE OF REASON FOR MODIFY ACTION IN ‘COMMENTS’ FIELD, AND GIVE EXAMPLES.

## Change Password

**Notes:**
  REVIEW THE ENTIRE ‘CHANGE PASSWORD’ PROCESS. 
  REVIEW REQUIREMENTS FOR PASSWORD PREVIOUSLY COVERED ON SLIDE #12. 
  EMPHASIZE IMPORTANCE OF FINDING & COPYING MOST CURRENT RECORD FOR ‘CHANGE PASSWORD’ ACTION. 
  ENCOURAGE USE OF REASON FOR ‘CHANGE PASSWORD’ ACTION IN ‘COMMENTS’ FIELD, AND GIVE EXAMPLES.

## Error

**Error**

- 000000000

- CARVER

- GEORGE

- CARDHOLDER

- PCMS

- 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.

- ABCDE1

- USERID

**Notes:**
  EXPLAIN ‘ERROR’, THE IMPACT IT HAS ON THE TRANSACTION, AND IMPORTANCE OF CORRECTING THE ERROR.  
  EXPLAIN HOW TO CORRECT AN ERROR. 
  EXPLAIN THE ‘ORA-XXXX’ MESSAGES ARE SYSTEM-GENERATED MESSAGES. 
  INFORM STUDENTS A LIST OF COMMON ERRORS, WITH REASONS AND SOLUTIONS, IS LOCATED AT APPENDIX C OF THE SAMS USER’S GUIDE FOR THE FLEET CARD. 

## SAMs Report

**Notes:**
REVIEW & SUMMARIZE LESSON BASED ON TRAINING OBJECTIVES AS RE-STATED ON SLIDE. 

## SAMs Report

- Enter a Request Date and click Run Report

**Notes:**
REVIEW & SUMMARIZE LESSON BASED ON TRAINING OBJECTIVES AS RE-STATED ON SLIDE. 

## Practical Exercise 

**Logon to SAMS using your *****Username***** and *****Password*****.  Note any messages on the *****Main Menu Bulletin Board*****.**** **
**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.**** **** **
**Return to the *****Main Menu*****, and exit SAMS.****  **

**Notes:**
  THIS PRACTICAL EXERCISE CAN BE CONDUCTED AS AN INDIVIDUAL OR INSTRUCTOR-LED EXERCISE. 
  ENSURE EVERY STUDENT SUCCESSFULLY COMPLETES THIS EXERCISE BEFORE PROCEEDING.

## Summary & Review

- What are the main functions the AFHC performs using SAMS?
- What are the steps for an AFHC when setting up a new LFPC account?
- If a LFPC loses his/her *Password*, how would the AFHC provide a new one?

**Notes:**
REVIEW & SUMMARIZE LESSON BASED ON TRAINING OBJECTIVES AS RE-STATED ON SLIDE.