The Loan command

In RM, a file part or box records the fact that the item is being physically moved from its storage location and given to a user (the borrower). If an item is currently being borrowed by another user, the loan function can also be used to record the transfer of the item from one user to another.

The loan function is usually performed by users with supervisory rights, but this may not be the case in all organizations.

The Loan command removes the necessity to perform a request for an item before loaning it out.

To loan an item:

Select Loan from a file part's Actions drop-down menu on a search results page.

The Loan Item form appears.
Enter a user name in the Borrower field, or click the table lookup button to select from a list of names.
Enter the date the item was borrowed from the storage location or from the previous borrower in the Date field.
Enter the date the item will be returned in the Due Date field.
Click OK.

Note

Note:
If a paper document is borrowed separately from its file, a barcode must be assigned to the document in order to track it. This is done by your administrator.

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