How to Create a New Loan
Navigation: Manage Data -> Transactions -> Create Loan
Indicate the collection from which specimens will be loaned by selecting the appropriate collection from the drop-down menu.
Assign a unique identifier to the loan. On the right side of the screen there should be a box that provides the last number used by the selected collection, this can help insure there are no gaps in loan numbers.
People associated with loans are selected from Arctos Agents. If a person associated with a loan is not in the Arctos Agent table, they can be added at the time the loan is created.
Enter the Agent name for the curator or other individual who is responsible for authorizing the loan.
Enter the Agent name of the recipient of the loan.
If no In-house contact is entered, this field will automatically populate with the same name identified in “Authorized By” after the loan is created.
If no outside contact is entered, this field will automatically populate with the same name identified in “To” after the loan is created.
Indicates the nature of the loan.
Indicates the current status of the loan.
Enter the date on which preparation of the loan began. The default value is the date on which the loan was first recorded in the database.
Return Due Date
Enter the date that the loan is expected to be returned to the lending collection. This date may be used to search for overdue loans, and/or to generate automated reminders to the appropriate agents.
Nature of Material
A description summarizing the overall content of the loan. This description will appear on the loan invoice. It should be explicit and concise, but it does not need include details on a specimen-by-specimen basis.
Directions to the borrower on such things as storage and return of the loaned items. These directions will appear on the loan invoice.
Any annotations that you would like to keep about the loan. These will not be included on the Loan invoice.
Once all of the required fields (in yellow) are completed, click the “Create Loan” button at the bottom of the page.
After the loan has been created, you will be directed to the loan edit page, where you can add or create projects associated with the loan.
Adding Objects to the Loan
How To Add Loan Items
Video tutorial needed
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