Task:
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Loan request approval
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Who is notified:
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Responsible for repository where the documents associated with the request are archived. Responsible users are those who belong to the same department where the storage place of the repository is and that have license key to SE Archive.
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When:
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The physical record loan request is sent to approval.
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Purpose:
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Verify if request is properly performed and approve it.
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How to execute this task:
1.
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In the list of pending records, select the desired request.
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2.
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After that, click on the  button on the toolbar.
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3.
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At this point, the request data screen will be displayed in the Document tab, allowing you to verify the data of the physical file that must be loaned and the return deadline. Use the buttons on the side toolbar to view the electronic files and the data of the documents associated with the request. In the General tab, it is possible to view the general request data.
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4.
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In the Approval tab, the following fields are available:
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Approve
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▪Yes: The request will be approved. ▪No: The request will be rejected. |
Explanation
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If it is rejected, use this field to enter a reason for the rejection. Otherwise, use this field to record relevant information on the request approval.
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Approver
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This field will be filled out after executing the task, with the data of the user who approved the request.
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Executor
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This field will be filled out after the loan record.
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5.
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After filling in the required fields, click on the toolbar button of the data screen.
If the request is:
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Rejected
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The system will ask if you wish to confirm the request rejection. Choose the desired option:
▪OK: The system will generate the Rejected loan acknowledgment task, so that the issuer becomes aware of the failure of their request. ▪Cancel: The record will remain pending. |
Approved
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The system will ask if the copies have been sent to the requester. Choose the desired option:
▪OK: The issuer and the requester of the loan will be notified of the sending of the documents through the Loaned document receiving tracking task and the request will no longer be displayed in the list of pending records. ▪Cancel: The record will be sent to the executor, so it is confirmed that the documents were loaned to the requester through the Loan record task. |
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