Verification Period

1. How to set a new active verification period

   1. Follow these steps: On SAMS Web Portal click on More → Settings → System Configuration → Financial Years → New Year → Enter details → Save.

2.  How to change the active verification period

   1. Follow these steps: On SAMS Web Portal click on More → Settings → System Configuration → Financial Years → Change State next to the current active verification period → Change State next to the new active verification period.

3. How to delete a verification period

   1. Follow these steps: On SAMS Web Portal click on More → Settings System Configuration → Financial Years → Delete → Ok.

Departments

1. How to add a department

   1. Follow these steps: On SAMS Web Portal click on More → Settings → Custodians → Manage Departments → Enter details → Save.

2. How to edit a department

   1. Follow these steps: On SAMS Web Portal click on More → Settings → Custodians → Manage Departments → Edit → Edit details → Save.

3. How to delete a department

   1. Follow these steps: On SAMS Web Portal click on More → Settings → Custodians → Manage Departments → Delete.

Custodians

1. How to add a custodian

   1. Follow these steps: On SAMS Web Portal click on More → Settings → Custodians → New Custodian → Enter details → Save.

2. How to edit a custodian

   1. Follow these steps: On SAMS Web Portal click on More → Settings → Custodians → View → Edit → Edit details → Save.

3. How to delete a custodian

   1. Follow these steps: On SAMS Web Portal click on More → Settings → Custodians → Delete.

Users

See User Management for more detail.

1. How to add a user

   1. Follow these steps: On SAMS Web Portal click on More → Settings → Users → Create New User → Enter Details → Save → Grant Web Access (if user needs access to the web portal) → Create Mobile User (if user needs access to the mobile app).

2. How to revoke a user's access

   1. Follow these steps: On SAMS Web Portal click on More → Settings → Users→ Select User → Revoke Web Access and/or Select Delete under Mobile Details.

3. How to edit a user's details

   1. Follow these steps: On SAMS Web Portal click on More → Settings → Users → Select User → Edit → Edit details → Save.

Asset verification settings

1. How to change "Verified" status of all movable assets to "False"

   1. Follow these steps: On SAMS Web Portal click on More → Settings → System Configuration → Asset Verification Settings → Select next to "Unverify all movable assets only" → Ok.

2. How to change "Take-On" status of all movable assets to "False"

   1. Follow these steps: On SAMS Web Portal click on More → Settings → System Configuration → Asset Verification Settings → Select next to "Set Take-on status of all movable assets to false" → Ok.

Condition Grades

1. How to create a new condition grade

   1. Follow these steps: On SAMS Web Portal click on More → Settings → System Configuration → Condition Grades → New Condition Grade → Enter details → Save.

2. How to edit a condition grade

   1. Follow these steps: On SAMS Web Portal click on More → Settings → System Configuration → Condition Grades → Edit → Edit details → Save.

3. How to delete a condition grade

   1. Follow these steps: On SAMS Web Portal click on More → Settings → System Configuration → Condition Grades → Delete → Ok

Disposal Types

1. How to create a new disposal type

   1. Follow these steps: On SAMS Web Portal click on More → Settings → System Configuration → Disposal Types → New Disposal Type → Enter Details → Save.

2. How to edit a disposal type 

   1. Follow these steps: On SAMS Web Portal click on More → Settings → System Configuration → Disposal Types → Edit → Edit Details → Save.

3. How to delete a disposal type

   1. Follow these steps: On SAMS Web Portal click on More → Settings → System Configuration → Disposal Types → Delete → Ok.