Home / Equipment Tool Tracking Software / Handy Equipment/Tool Manager / handy links, loans management window

Help, how to topics > Tracking circulation transactions > How to track overdue, outstanding, returned transactions?


How to display only outstanding items (loaned out items but not overdue)?

  1. In the Show section, click Outstanding.
  2. Only outstanding items are displayed (items that are loaned out and are not overdue).
  3. Click Print Notices or Email Notices. Only notices for displayed transactions will be created and processed.
  4. Click on the Report box and select a report. Only displayed items will be included on the report.
  5. Click Clear to return to all transactions display.

How to display overdue items?

  1. In the Show section click Overdue.
  2. Only Overdue items are displayed.
  3. Click Print Notices or Email Notices. Only notices for displayed transactions will be created and processed.
  4. Click on the Report box and select a report. Only displayed items will be included on the report.
  5. Click Clear to return to all transactions display.

How to display All Loaned Out items (Outstanding + Overdue)?

  1. In the Show section click All Loaned Out.
  2. Outstanding and Overdue items are displayed.
  3. Click Print Notices or Email Notices. Only notices for displayed transactions will be created.
  4. Click on the Report box and select a report. Only displayed items will be included on the report.
  5. Click Clear to return to all transactions display

Handy Equipment Management with Check In/Out:

software
tour
features
try now
cloud

Copyright © 2017 · All Rights Reserved · PrimaSoft PC