Loans of specimen from a collecting are documented with
the transaction type loan
(see below).
For a loan granted to a loan taker, create a new transaction
and set its type to loan. The loan needs an administrating collection, which is
the collection in which the specimen included in the loan are located and for
which the current user is registrated as collection manager
. The addresses are entered as links
to DiversityAgents in the
From and To areas. The To area provides a recipient for
inclusion in the address. The collections in the From and To area may be used
optionally as source of the address. The Begin and End fields mark
the time span for the loan. If the time of the loan should be prolonged, use the
Prol.: field to enter the new end date. Standard
comments can be edited (Admin only) in the Customize section.
In the
Sending,
Confirmation and
Reminder
sections you can create documents for the communication with the loan taker.
Documents as sent to or received from the loan taker are available in the
Saved documents section.
If after the end of the loan all or a part of the specimen are returned, create
a Return transaction as child of the loan (see
image above)
and include all returned specimen in this return transaction.