The project box record card has 5 tabs:
- Details
- Advanced
- Loans
- Reservations
- Summary
Details
The details tab is the first and main part of a project box. Here you can see and change the barcode, title, subject, level, location, type and class of the box from the boxes down the left hand side.
On the right hand side you can see the date the box was created and the date it was recycled if it has been. You can also see and change the item capacity and see the current status of the box (available, reserved, on loan etc.), it also displays who has reserved the box, if anyone has.
Below this on the right you can use the 3 icons to issue the project box, create reservations, or remove them.
You can also see the date the box is due back if it is on loan and the date it is due out if it is reserved. There is also a box that shows how many times this box has been renewed.
At the bottom of the window is the resource table and its controls.
Here you can add resources to the box and print the table to keep a stock list of the box. You can flag and remove or mark as missing the resources in the table. The 'Bulk Scan', 'Check in' and 'Trusted' icons are used for returning resources when the box is on loan. There is a quick search box for searching through the list of resources and a 'Resize' option to make the table larger and easier to look through.
At the bottom of the record card is a button to 'Print Dispatch Documents' which is used when a box is being issued or returned to print a receipt style document.
Advanced
The advanced tab holds the restriction settings for the specific box. Here you can set any specific restrictions you wish to apply to this box.
From here you can also see and change any project box custom fields you have created and the site to which the box is assigned.
Loans
This tab shows the details of every loan the box has had.
Reservations
This tab shows any current reservations on the project box.
Summary
The last tab shows any notes you wish to hold on the project box.
The summary box can be used for a detailed breakdown of the project box, what it can and cannot be used for etc.
The notes boxes can be used to mark any public or private notes on the box. Anything you put into the top notes box will show on the homepage for borrowers to see if they find the box. The bottom box is private notes than you can automate to show when a box is issued and/or returned. If the box is on hold to someone, this information will be automatically populated into the bottom notes box so that it shows when the box is returned.