Data Maintenance
Archive Destroyed Material
Allows the user to automatically move any Destroyed Material from the Current System to the Archive System.
Choose Archive to archive all destroyed material.
A Report will be produced detailing all Material that has been transferred.
Transfer Holdings to New Individual
Allows the user to automatically transfer an individuals holdings to another person.
Enter the Serial Number of the current Holder of the Material. If the Serial number is not known, double-click to gain access to the Current Personnel Pop-Up Query Screen. The Person must exist in Current Personnel.
Enter the Serial Number of the Person to whom the Material is being transferred. If the Serial number is not known, double-click to gain access to the Current Personnel Pop-Up Query Screen. The Person must exist in Current Personnel.
Optionally enter the Department and Site Code of the new Holder.
Check the Update Issued to Information box to allow the transfer of the Material to the New Person.
Check the Update Held For Information box if the Old Person is responsible for some Material.
Choose Transfer to update the Holdings.
If the Items are transferred Off-Site the system will ask:
Do you want to Mark this Material for Receipting?
Choose Yes to mark all Material for Receipting.
Choose No to avoid marking all Material for Receipting.
The system will then ask:
Do you want to create a separate Issue Document for every Item?
Choose Yes to create a separate Issue Document for each Item.
Choose No to create a Summary Issue Document for all Items.