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Marking Multiple Resources as Missing in Management

In addition to marking individual resources as missing, you can mark multiple items as missing, in one go. This is helpful when having a mass tidy up of your loan history or resource catalogue. The marking as missing process only recycles the items, which means that should the resource turn up again, you can restore it.

In the Current Loans or Resources tables within Management, select the loans/resources you wish to mark as missing by using Flagging and click 'Missing' on the right-hand side of the screen under 'Records'.

A new box will open where you can choose how to handle the missing item.

 

Missing Reason

You can enter a missing reason, which allows you to store a short note about why the item was marked as missing. This is helpful when you are auditing the data in your recycle bin. 

 

Return Resource

Check this box to return the resource and remove the loan from the borrower's record. If you do not check this box the resource will remain on loan and the loan will continue to show in the current loans table. Doing this would enable you to continually send reminders to the borrower.

 

Remove from Project Box

Ticking this box will remove the resource from the project box it is assigned to if it is assigned to one. 

 

Replacement Cost

Entering a replacement cost will debit the amount from the respective borrowers account.

Click 'OK' when you are happy with the entered information.

A summary screen will display, advising you of the current state of the resources. If everything has gone smoothly, all the resources will show in the top box. If there are any resources in the bottom box, they have not yet been marked as missing, you can use this box to force it to mark them as missing.

Either tick the relevant resources and then press 'Apply to checked' or press 'Apply to all' to mark all the resources as missing. A prompt will display asking you to confirm you want to mark the resources as missing. Click 'Yes' and they will then be marked as missing and moved into the top box. 

Finally click 'Close' on the summary window and your resources have been successfully marked as missing. If you ticked to return the resource you will also see that the loan no longer shows in the Current Loans table.