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Notifications and UI for viewing all overdue loans #1953

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@grantfitzsimmons

There should be some way to easily view all overdue loans from the Interactions menu.

These could be grouped by agent. It would be nice to have the ability to prioritize certain loans, sort them, and introduce a way to notify these institutions (#1952).

Managing these loans is currently really difficult and it is easy to have them fall into the background.

Requested By: Ana (Herpatology Collection Manager at KU)

Activity

  1. maxpatiiuk commented on Aug 15, 2022

    @maxpatiiuk
    Member

    @grantfitzsimmons please ask Ana what issue she had with using query builder for this.

  2. removed their assignment
    on Sep 12, 2022
  3. grantfitzsimmons commented on Sep 12, 2022

    @grantfitzsimmons
    MemberAuthor

    I have yet to recieve a reply @maxpatiiuk

  4. maxpatiiuk commented on Mar 18, 2023

    @maxpatiiuk
    Member

    Partially possible though the stats page

  5. added
    2 - InteractionsIssues that are related to interactions, including loans, exchanges, gifts, and more
    and removed on Jul 2, 2023
  6. changed the title [-]UI for viewing all overdue loans[/-] [+]Notifications and UI for viewing all overdue loans[/+] on Aug 7, 2023
  7. grantfitzsimmons commented on Aug 7, 2023

    @grantfitzsimmons
    MemberAuthor

    In Specify, there is not a way to send a notice to agents who have overdue loans. It is difficult to send these agents a reminder or keep on top of this managemnet.

    There should be some way to send a reminder to these agents manually or automatically, maybe by creating a template that can be sent out quickly.

    Requested By: Ana (Herpatology Collection Manager at KU)

  8. locked and limited conversation to collaborators on Dec 20, 2024
  9. converted this issue into a discussion #5612 on Dec 20, 2024
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    1 - RequestA request made by a member of the community2 - InteractionsIssues that are related to interactions, including loans, exchanges, gifts, and more

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