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Location: Execution  Loan record
Prerequisites:
▪Document archived in the current step ▪Document archived in intermediate step |
Optional:
▪Reason for physical record loan; ▪Request for physical record loan. |
Overview:
At this menu it is possible to register document loans that have been archived, even those which request has been approved. Besides that, SE Archive also allows creating loans that have not been requested through request process. This menu will display the physical record loan requests that have already been approved, but whose associated documents were not sent to the user who requested them. They are displayed with the Pending status.
Specific buttons:
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Click on this button to register the loan of an archive. For further information on this operation, see the Adding a physical record loan record section.
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Click on this button to edit the physical record loan record selected in the list of records. It will only be enabled if the record status is "Issue". For further information on this operation, see the Adding a physical record loan record section.
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Click on this button to delete the physical record loan record selected in the list of records. It will only be enabled if the record status is "Issue".
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Click on this button to access the Document tab of the data screen of the selected record and to view the document data associated with it. View the specific documentation of the SE Document component for further details on the data screen of a document.
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Click on this button to load SE Analytics, so that the result obtained in the query can be analyzed.
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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.
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Click on this button to send the record selected in the list of records to the next step. It will only be enabled if the record status is Issue or Pending.
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Use the "Search fields" to easily retrieve the desired records based on specific information. Use View  Service record menu for a detailed description of the search fields.
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