Entry file

You can record an object’s entry into your institution, whether temporary or permanent, with the Entry file in the Activities module.

Incoming Receipt window - Details tab

Status and file number fields

• Procedural Status

• File No.

Received from fields

• Received From Name

• Received From Address

• Received From Phone/Fax

• Received From Email

Owner fields

• Owner Name

• Owner Address

• Owner Phone/Fax

• Owner Email

Item fields

• Number of Items

• Item Description

• Item Temporary Location

Incoming Receipt window - Receipt & Approval tab

Receipt fields

• Received By

• Date Received

• Receipt Number

• Receipt Value

• Receipt Date

• Reason

• Method

• Agreed Return Date

Acknowledgment fields

• Acknowledged By

• Date Acknowledged

Department, curator, and registrar fields

• Department

• Curator in Charge

• Registrar in Charge

Approval fields

• Approval Name

• Approval Title

• Approval Date

• Approval Notes

General fields

• General Flag

• General Flag Notes

• General Notes

Other party fields

• Other Party

• Other Party Role

• Other Party Notes

Other windows in the Entry file

• Objects & Activities

• Correspondence History

• Document References

• Photo/Audio-Visual References

• Diary

• Tasks & Their Costs

• Authority Management

• User Defined Fields

• User Views