Outward Loan file

You can create and maintain outward loan records with the Outward Loan file in the Activities module.

Overview

The Outward Loan file records information on the borrower, loan number, start date, end date, review date and agreement details.

You can 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

Outward Loan window - Details tab

Status, type, and file number fields

• Procedural Status

• Loan Type

• Loan File No.

Borrower fields

• Borrower Name

• Borrower Contact

• Borrower Address

• Borrower Notes

• Borrower Phone/Fax

• Borrower Email

• Borrower Reference

Date fields

• Start Date

• End Date

• Duration (read-only field)

• Review Date

• Date Notes

Outward 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

Outward Loan window - Other Details/Renewals 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 Outward Loan file

• Objects & Activities

• Correspondence History

• Document References

• Photo/Audio-Visual References

• Diary

• Tasks & Their Costs

• Authority Management

• User Defined Fields

• User Views