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Open Specify and click the Interactions tab. From the left hand options column, select 'Borrow'.

Image Added

 

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titleBorrow

1) The Invoice number comes from the lending institutions paperwork. It can be an invoice number or loan number.

2) This is the due date taken from the invoice

3) If the borrower requests an extension, check this box

4) We won't accept loans that put the financial responsibility on this lab, so don't worry about this.

5) The date the package was delivered

6) This is the same as the Original Due date. If an extension is requested, then this date gets changed

7) check this box when you send the material back to the lender

8) This is the date the material was shipped back to its home institution

Interactions Tab

Back to Specify

Database

NPL Home

For procedures on how to handle intake of borrowed material please see this page:



Other chapters in this section:

Expand
titleBorrow Agents

Again, this is not super secret spy stuff. Agent, in this context, just means 'person or organization'.

10) This looks up the last name of the person. I suggest starting with the borrower, then lender, collection manager at NPL, then the whoever is doing the unpacking.

11) Choices here are the same as in all other agent drop downs.

12) Agent remarks- is the person going to leave the institution soon? Who should the material be shipped back too?

 

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titleShipments

13) This is the tracking number of the incoming shipment

14) Shipment date is just the date the shipment was sent

15) Shipped to should always be NPL

16) Enter the number of packages

17) Please choose from the drop down