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Finishing the issuance of a loan record

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See how to finish the issuance of the physical record loan record:

 

1.

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

 

2.1_auxnmb

1_auxnmbAfter that, click on More arrowrgray next 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.

 

4.1_auxnmb

1_auxnmbOnce done, click on the default 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.