Viewing all Current Loans

Purpose

To detail the functionality and the options available in the Current Loans table.

Covers: Usage of Current Loans table

Does not cover: Issuing Resources, use of Circulate

Instructions

To view the full list of current loans within Management, click on the 'Current Loans' icon from the tool bar on the left-hand side.

The default view will show all loans that are outstanding. This is sorted by Days Overdue, meaning that Overdue loans will be listed first.

Available Views

By default the application ships with several predefined views to help manage the loans. From the 'Views' menu on the right-hand select the 'More...' option to see the predefined collection.

• 28+ Days Overdue - Shows resources that are overdue by 28 days or more.
• 7+ Days Overdue - Shows resources that are overdue by 7 days or more.
• All Records - Shows all current loans.
• Current Loans - Shows all current loans.
• Day Loans - Shows resources that are issued as a day loan.
• Manual Loans - Shows resources that have been issued with a manually set date.
• Normal Loans - Shows resources issued using the default loan period.
• Overdues - Shows resources that are overdue, excludes non-overdue loans.
• Overnight Loans - Shows resources that have been issued as an overnight loan.
• Renewals - Shows resources on loan that have been renewed.
• Todays Loans - Shows resources that have been issued on the current date.
• Todays Renewals - Shows resources that have been renewed on the current date.

You can also use Quick or Advanced Search to filter the data further i.e. by Tutor Group, Year Group, Issue Date etc. Searching by student name, or book title is also possible.

Available functions

From this table you can mark items as missing, return or renew loans. Select the record you wish to amend, then select from the options in the 'Records' box on the side. You can select multiple records using flagging. You can also issue reminders manually if needed. Data can be printed or exported using the relevant options. 

All items listed as Overdue are items that have not been returned by their due date. The items listed as overdue may include resources from students that are leavers, or Borrowers have been moved to the recycled records. Unless these loans are marked as missing and returned, they will continue to show as outstanding on the Current Loans. 

How some of our customers have phrased this

- How can I view all outstanding loans?

- Where can I see overdues?

- can I return and renew items in the Current Loans?