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Explanatory guide to loan statuses

Statuses have an important role when using the loaner module and understanding their impact on the progress of a reservation in your organization will allow you to get the full benefits of the application.

  • Name = The name of the status as it will appear in Hector.
  • State= A field used for processing (not displayed in the application).
  • Description = What the status is used for.
  • Validation = Used when validating new reservations with the start and finish dates, as well as the lines.
NameStatusDescriptionValidation
Pending ApprovalNot StartedA reservation that has just been created and is awaiting approval or rejection by a store staff member.Yes
NewNot StartedA registered reservation on which no preparation work has taken place.

This is also the status when a loan is approved.
Yes
SuspendedCompletedA registered reservation that has been suspended due to a delay.

A configuration is available in the store settings, section Loans -> Overdue
No
AssignedNot StartedWhen a reservation is assigned to a staff member, it becomes assigned. This status is useful if the store has several people who can process loans at the same time.Yes
Partially OutIn ProgressWhen a reservation is partially handed over to the user, the loan becomes Partially Out.Yes
OutIn ProgressWhen a reservation is handed over to the user, the loan becomes Out.Yes
OverdueIn ProgressWhen a checked-out loan is not returned by its end date, it automatically becomes overdue after 15 minutes.

The overdue status can trigger a notification process to the requester depending on the store settings.
Yes
To be inspectedIn ProgressThe loan items are returned by the requester and are awaiting inspection to be made available for reservation again.Yes
DamagedCompletedIf one or all of the items are damaged, this status allows the team to perform necessary tasks on the assets before making them available for borrowing again.

The inspection can be made mandatory in the loan settings.
No
CompletedArchivedA completed reservation where all items have been returned.No
CancelledArchivedRepresents a loan that is no longer active and should not be considered.No
RefusedArchivedRepresents a reservation that has been rejected by a staff member using the refuse action in the loan action menu.No

Updated on November 19, 2024

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