EH - Equipment Issue and Return

Equipment Issue and Return Overview

This is a multi-purpose program that allows you to:

• Issue an item of equipment to an individual borrower (student or employee).
• Process the return of equipment from borrowers.
• Produce an equipment return receipt.
• Cancel an equipment issue that has been processed in error.
• Search for existing borrowing records using specific criteria.
• Produce a screen list of loan/hire records with the ability to drill-down to view details.
• Print, export to Excel® or export to Word® the list of loan/hire records returned by your search.

Equipment Issue

Use the 'Issue' icon to process an equipment issue to an individual student or employee. A blank 'Equipment Issue' screen will be displayed.

Fields that require detailed information
Borrower Type	Select a student or employee.
Borrower Code	Use the 'Lookup' (binoculars) to select a student or employee. The lookup is dependent on the 'Borrower Type' selected directly above. The 'Borrower Code' field will accept either student codes or the student's Alternate ID (which could contain student ID barcodes).
Barcode	Scan the equipment's barcode or enter the barcode using the keyboard. If an item is already on loan or is flagged as lost, on hold or retired, the system will produce a warning.
Equipment Number	An alternative way to identify the item of equipment to be issued is to key in the equipment number. This is the system allocated number for each item of equipment. You can also use the 'Lookup' (binoculars) next to the 'Description' field to select the item of equipment.
Due Date	This is the date that you expect the item of equipment to be returned. The system will calculate the date based on today's date plus the number of days on the 'Loan Period' that is attached to the item of equipment. You can override this if required.

A 'Drilldown' link is available at the top of the screen to view the loan history of the borrower currently selected.

You need to click the 'Add' button to include each selected item of equipment into this issue. 

Once the equipment has been added to the list, the hire charge can be waived by selecting the respective 'No Charge' button. Equipment that has been incorrectly added to the list can be removed by clicking the 'Delete' button.

Once you have added all of the equipment that is to be issued to this borrower, click the 'Save' button.

Equipment Return

Method 1

Step 1

Use the 'Equipment Issue and Returns' screen to select 'On Loan' equipment only.

Click 'GO' to display a list screen containing all equipment currently out on loan.

The records on this screen can be re-sorted by clicking on the heading links provided.

Step 2

Use the 'Selected' column to tick the items of equipment that are being returned.

The 'All' button will tick all equipment displayed in the list screen as selected for return.

Step 3

Click the 'Return' button at the top of the screen to complete the processing of this equipment return.

Equipment Issue Cancellation

This option allows you to cancel equipment loans that may have been issued in error.

Important!

This option will only work for a single borrower. 

Method

Step 1

Use the 'Equipment Issue and Returns' screen to select 'On Loan' equipment only and for a single student only.

Click 'GO' to display a list screen containing all equipment currently out on loan for the student.

Step 2

Use the 'Selected' column to tick the equipment issues that are to be cancelled.

The 'All' button will tick all equipment displayed in the list screen as selected for cancellation.

Step 3

Click the 'Issue Cancellation' button at the top of the screen to complete the processing of this loan cancellation.

Viewing Equipment Issues and Returns

Equipment Issue and Returns Screen

The search screen provides the facility to search for equipment issues and returns using various search fields.

Click the 'GO' button (or press 'Enter') to execute the search and display the 'Equipment Issue and Returns List' screen with the matching records.

This list screen displays the borrower records matching your search criteria, initially sorted by borrower code.

The records on this screen can be re-sorted by clicking on the heading links provided.

Click on the 'View' Action link to access an equipment issue record. 

You can print this list by clicking the 'Print' icon in the toolbar to display the 'Equipment Inquiry Listing' screen. This screen allows you to nominate the sort order of your output. You can elect to produce the output as a PDF document, Excel® file or Word® document.

Select 'Additional Fields' to include in the listing by highlighting them with a mouse-click. The 'Borrower Code', 'Name', 'Year Group', 'Form Class', 'PC Group' 'ISBN', 'Title' and 'Issue Date' fields are automatically included and are not available for selection.

Click on 'GO' to create the report.