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Loaned document receiving

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Task:

Loaned document receiving

Who is notified:

User who issued a physical record loan request.

User who was associated as the requester in a physical record loan record.

When:

The loan request approver sends the requested documents;

The executor of the loan record sends the documents to the requester.

Purpose:

Notify user that requested documents have been sent and remind him of return deadline.

 

How to track this task:

 

 

Through the P column of the list of pending records, it is possible to track the status of the loaned document return deadline: on time, close to due date or past due.

 


On the toolbar, the following buttons are available:

view

Click on the arrow located next to this button and select the desired option:

View record data: Allows viewing the screen of the loan record of the document selected in the list of records.

View document data: Allows viewing the data screen of the document selected in the list of records. View the specific documentation of the SE Document component for further details on the data screen of a document.

report_config

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.

 


When the user responsible for the document confirms its return through the Original document loan collection task, it will no longer be displayed in the list of pending records of this task.