Exit file

You can record objects leaving your institution with the Exit file in the Activities module.

Overview

• Outgoing receipts can be assigned to objects and generated as a report.

• The Exit file lets you record receiver details, dates, approval details, method and reason for exit.

Outgoing Receipt window - Details tab

Status and file number fields

• Procedural Status

• File No.

Sent to fields

• Sent To Name

• Sent To Address

• Sent To Phone/Fax

• Sent To Email

Item fields

• Number of Items

• Item Description

Outgoing Receipt window - Receipt & Approval tab

Receipt fields

• Sent By

• Date Sent

• 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 Exit file

• Objects & Activities

• Correspondence History

• Document References

• Photo/Audio-Visual References

• Diary

• Tasks & Their Costs

• Authority Management

• User Defined Fields

• User Views