Inward Loan file

You can record long-term loans, short-term loans, and planned loans of objects to your institution with the Inward Loan file in the Activities module.

Overview

The Inward Loan file lets you record request details, the type and purpose of the loan, curator in charge, and the start date and end date for the loan. You can also renew loans and generate a bulk move when loan objects are returned.

For more information, see: 

• Renew an inward or outward loan

• Return an inward or outward loan

Inward Loan window - Details tab

Status, type, and file number fields

• Procedural Status

• Loan Type

• Loan File No.

Lender fields

• Lender Name

• Lender Contact

• Lender Address

• Lender Notes

• Lender Phone/Fax

• Lender Email

• Lender Reference

Date fields

• Start Date

• End Date

• Duration (read-only field)

• Review Date

• Date Notes

Inward Loan window - Administration tab

Request fields

• Requested By

• Date Requested

• Loan Purpose

Item fields

• Number of Items

• Item Description

Department, curator, and registrar fields

• Department

• Curator in Charge

• Registrar in Charge

Approval details fields

• Approval Name

• Approval Title

• Approval Date

• Approval Notes

Agreement details fields

• Agreement Date

• Agreement Notes

• Agreement Condition

• Agreement Condition Notes

Inward Loan window - Other Details/Renewal tab

General fields

• General Flag

• General Flag Notes

• General Notes

Other party fields

• Other Party

• Other Party Role

• Other Party Notes

Renewal fields (read-only)

• Extended Loan Duration (days)

• Previous Loans

• Onward Loans

Other windows in the Inward Loan file

• Objects & Activities

• Correspondence History

• Document References

• Photo/Audio-Visual References

• Diary

• Tasks & Their Costs

• Authority Management

• User Defined Fields

• User Views