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Physical record loan

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Location: Request arrowrgray Physical record loan

 

Prerequisites:

Document archived in the current step

Document archived in intermediate step

Optional:

Reason for physical record loan;

 

Overview:

At this menu, the user who needs to borrow documents that have already been archived can issue requests regarding this service.

 

Specific buttons:

new

Click on this button to issue a physical record loan request. For further information on this operation, see the Requesting a physical record loan section.

edit

Click on this button to edit the request selected in the list of records. It will only be available if the request status is "Issue".

delete

Click on this button to delete the request selected from the list of records. It will not be available if the request status is "Approved".

view

Click on this button to access the Document tab on the request data screen, selected in the list of records and view the documents data associated with it.

bi

Click on this button to load SE Analytics, so that the result obtained in the query can be analyzed.

report_config

Click on the arrow next to this button to configure and issue the desired archive record data reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and also searches for the parameters that can be used in the configuration of new reports.

next

Click on this button to return the request selected in the list of records to the issue step. It will only be enabled if the request status is "Approval".

back

Click on this button to send the request selected to the list of records for approval. It will only be enabled if the request status is "Issue".

 

Use the "Search fields" to easily retrieve the desired records based on specific information. View the View arrowrgrayy Service record menu for a detailed description of the search fields.

While the request is in "Issue", it will also be available in Loan request issuance task.