8.2 Document Retrieval

This topic provides systematic instructions about Information on the Document Retrieval data segment in the Document Retrieval stage.

This data segment allows to capture the document retrieval status of the collateral.

Click Next in the Document Retrieval - Release Request screen, the Document Retrieval data segment is displayed.

Figure 8-3 Document Retrieval - Document Retrieval

Description of "Figure 8-3 Document Retrieval - Document Retrieval"

1. Click the action icon in the collateral record and select Edit.
   The Document Retrieval screen with the following collateral safekeeping details is displayed.

   • Agency
   • Document ID
   • Document Description
   • Safekeeping Date
   • Safekeeping Location
   • Shelf Number
   • Drawer Number
   • Key Number

   Figure 8-4 Document Retrieval

   
   

   
   Description of "Figure 8-4 Document Retrieval"

   
   
2. Specify a unique number for document retrieval in the Retrieval Reference Number field.
3. Specify the Retrieval Date.
4. Select the Retrieval Status from the drop down list.
5. Click Save.
   The retrieval details are added in the Document Retrieval - Document Retrieval screen.
6. After capturing the document retrieval status, click Next.