Record What Action Has Been Taken for a Property Item
  1. Select Property > Record > Action - (Property).

  2. Select one of these search options:

    • Reference number

    • Location

    • Person

    • External custodian

    • Case

      You'll need access to the item's storage location.

  3. Select Search.

  4. Right-click in the Results area to sort by URN, Ref #, title or date entered in ascending or descending order.

  5. Deselect the Show disabled rows checkbox to see items that aren't available for selection because they:

    • Are already selected.

    • Can't be moved (for example, trying to move an item from a person when you've selected items being moved from a storage location).

    • Are the parent or child of a selected item.

  6. Select an item in the Results list to view see details about it in the section below.

  7. To move an item to the Selected Items area:

    1. Select its checkbox in the Results area.

    2. Select the Select icon.

  8. Select Next when you've finished selecting items.

  9. Select the action taken in the Action drop-down.

  10. Select the person who took the action in the Actioned By drop-down.

  11. Use the date and time fields to specify when the action was taken.

  12. Enter any comments about the action taken in the field provided.

  13. Select Next when you've finished recording the movement.

  14. Select Finish if the details are correct.

    Select Back to return to a previous screen and make changes.