Entry file

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

Overview

The Entry file in the Activities module lets you generate receipts when objects enter your institution.

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