Exit file

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

Overview

The Exit file in the Activities module lets you assign outgoing receipts to objects. You can create these receipts by running a report. You can 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