Finishing the issuance of a loan record

1.

Select the desired record in the list of records of the main screen.

2.

After that, click on More on the toolbar.

3.

At this point, the record data screen will be opened. Check if all necessary fields have been duly filled out. See a detailed description of the loan record screen in the Adding a physical record loan record section.

4.

Once done, click on the toolbar button on the data screen. At this point, the system will question whether the documents have been sent to the requester. Click on the desired option:

▪OK: The loan record will display the "To be returned" status, indicating that the documents were sent to the requester. The requester will be notified when the requested documents are sent through the Loaned document receiving tracking task, while those responsible for the repository will be able to monitor the return deadline through the Original document loan collection menu.

▪Cancel: The record status will become "Pending". In this case, the documents can also be sent to the requester through the Copy record task.