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Adding a physical record loan record

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To record a physical record loan requested by a user, click on the new 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 edit 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:

 

registro_emprestimo_dados

 

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.

 

hmtoggle_arrow1General
hmtoggle_arrow1Document
hmtoggle_arrow1Approval

 

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 default button on the toolbar. See more details on Finishing the issuance of a loan record.