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To record a physical record loan requested by a user, click on the  button on the main toolbar. To edit the data of a loan record under the "Issue" status, select it in the list of records and click on the  button.
The ID # of the record and the status in which it is found are displayed on the respective fields of the data screen. The following tabs are also available:
Note: To record a copy, it is necessary to fill out the required fields in the General tab. After saving the data for the first time, the Document and Approval tabs will be available to be filled out.
Field
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Type
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Displays the operation being recorded.
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Date
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Displays the date in which the record is being created, and it is possible to edit it. In this case, select the date of the loan request.
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Reason
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Fill out this field to enter a reason for the viewing. In this case, select the desired reason.
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Department
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This field displays the name of the department to which the user who is creating the record belongs, after saving the record for the first time.
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Requester
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Select the user who requested the loan being recorded. Use the other buttons next to the field to add a new user, define them as requester and clear the field.
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Description
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Fill out this field to record important information about the performed loan.
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Barcode
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Use this field to add the loaned documents to the list of records located at the bottom of the screen and associate them with the record. To do this, enter the ID # or barcode of the desired document and click on the "Add" button next to the field. The barcode can also be entered through a barcode reader. Only add documents that have already been archived. Repeat the procedure to add as many documents as necessary. The barcode of a document is generated in the SE Document component through the "Documents label" report.
Another way of adding documents is through the "Associate" button on the side toolbar, described below.
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The listing will display the data of the documents associated with the record. If the "Return original document in" field is filled out in the Control tab  Physical file section of the category of the document to be loaned, the field in the Return deadline column will be filled out by the system with the date that meets the number of days of the loan from the current date, and it is possible to edit it through the "Edit" button described below.
On the side toolbar, the following buttons are available:
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Click on this button to edit the return date of the document selected in the list of records. On the screen that will be opened, select the desired date and save the record.
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Click on this button to associate the loaned documents with the record. On the screen that will be displayed, select the desired documents. Save the selection after that. The system will only display the documents that have already been archived. To select more than one record at a time, use SHIFT or CTRL on the keyboard, or the checkbox next to each record.
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Click on this button to disassociate the document selected in the listing from the record.
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Click on this button to view the electronic file of the document selected in the listing.
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Click on this button to view the data screen of the document selected in the list of records. View specific documentation of the SE Document component for further details on the data screen of a document.
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In the Approval tab, the following fields are available:
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Approve
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This field is not available in the recording step.
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Explanation
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Fill out this field to record important information on the physical file loan.
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Approver
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This field is not available in the recording step.
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Executor
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This field will be filled out by the system when the loan record is finished with the data of the user who performed this operation.
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Use the Save and new, Save and Save and exit buttons to save the record data without sending it to the next step. To send the record to the next step without leaving the data screen, click on the  button on the toolbar. See more details on Finishing the issuance of a loan record.
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