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    Manage borrowings
    • 09 Nov 2022
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    Contents

    Manage borrowings

    • Updated on 09 Nov 2022
    • 1 Minute to read
    • Contributors
    • Print
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    Article Summary

    Manage borrowings

    This control option allows you to manage all borrowings of folders, documents and containers made in Constellio. Manage borrowings allows you to view all current and overdue borrowings, make return reports, request borrowing renewal and return recordings in batches. 

    *Only users with the role of administrator or document manager can access this feature. This is a permission that can be modified via: Pilotage -> Manage roles -> Manage loans.  

    For more information, see the "Borrowing" user guide sections of folders, documents, and containers. 

    1. Management page

    The share management page is defined in three tabs.

    Documents 

    This tab allows you to see all the documents that are currently borrowed.

    Files 

    This tab allows you to see all the folders that are currently borrowed.

    Containers 

    This tab allows you to see all the containers that are currently borrowed. 

    1.1 Administration Unit

    This "Loockup" field allows you to select an administrative unit, in order to display the records that are borrowed from it.

    1.2 Show only overdue borrowings

    This check button displays only overdue folders.

    Late files can be identified by the return date that appears in red.

    1.3 Return reminders, renew loans and return in batch

    Steps to make return reminders and batch returns: 

    1. Consult one of the three tabs: Documents, Folders or Containers;
    2. In the tab, select the desired records;
    3. Press " Actions on selection ";
    4. Press " Return Reminder", " Renew Loans " or " Return ";
    5. Confirm the action.

    2. Configurations

    You will find in this section all the configurations of the system impacting the loans. To learn more about configurations, see the "System configuration" article.

     

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