Outgoing Loan Process

1.Set Up Outgoing Loan Documents

1.Go to "Settings" on the Main Navigation Bar and select "Accessions & Loans Documents"

2.Click the "Edit" button

3.Expand the Outgoing Loan Agreement Accordion

4.Customize the form template and insert place holder fields as needed

5.Expand the Outgoing Loan Terms & Conditions Accordion

6.Customize the form template and insert place holder fields as needed

7.Click "Save"

2.Enter Borrower into Contacts, if needed

1.Go to "Development" on the Main Navigation Bar and select "Contacts"

2.Check to make sure the contact is not already in PastPerfect by typing the Last Name into the Simple Search Box and scanning through the results

•If the contact already exists, continue to the next set of steps.

3.Click "New Record"

4.Fill in the required fields: ID No, Last Name

5.Populate the rest of the fields as needed

6.Click "Add New Record"

7.Enter in any additional information, including the fields on the Address & Phone Numbers Accordion

8.Click "Save" in the Edit Bar at the top of the screen

3.Create an Outgoing Loan Record

1.Go to "Loans" on the Main Navigation Bar

2.Click "New Record"

3.Populate Loan No and select the borrower from Contacts

4.Click "Add New Record"

5.Populate additional fields as needed, including the Out Date, Due Date, and Description of Items

6.Click "Save" in the Edit Bar at the top of the screen

4.Add Catalog Records to the Outgoing Loan

1.Click "Edit" in the Edit Bar on the Outgoing Loan record

2.Expand the Catalog Records on this Loan Accordion

3.Click "Add Catalog Records"

4.Locate the record(s) you wish to add by either browsing or search the Object Name or Object ID

•If you want to add all resulting records to the loan, click "Add All Records Selected by Filter."

•To selectively choose which of the resulting records to add to the loan, use the check boxes to the left of each resulting record. When all desired records have been selected, click "Add All Checked Records."

5.Click "Save" in the Edit Bar at the top of the screen

5.Print Outgoing Loan Documents

1.Click "Edit" in the Edit Bar at the top of the Outgoing Loan record

2.Click the "Document" button in the top right and select "Print Loan Agreement"

3.Customize the form on the letter screen as needed

4.Use the "Email", "Save as PDF" or "Print" options to produce the form in the desired format

5.Close the pop-up window

6.Click the "Document" button in the top right and select "Print Terms & Conditions"

7.Customize the form on the letter screen as needed

8.Use the "Email", "Save as PDF" or "Print" options to produce the form in the desired format

9.Close the pop-up window

10.Click "Save" in the Edit Bar at the top of the screen

6.Return Individual Items

1.Click "Edit" in the Edit Bar on the Outgoing Loan record

2.Expand the Catalog Records on this Loan Accordion

3.Use the check boxes on the left to select which catalog records you want to return

4.Click "Return Selected Catalog Records"

5.Enter in the Return Date

6.Click "Save" on the pop-up window

7.Click "Save" in the Edit Bar at the top of the screen

7.Return the Outgoing Loan

1.Click "Return This Loan" at the top right of the Outgoing Loan screen

2.Enter in the Return Date

3.Click "Return Now"

For additional information, see Outgoing Loans.