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Copy Status Managment

This Help Article will walk you through creating custom Copy Status

Overview

SmartSuite has a list of existing copy statuses, such as Available, On Loan, Lost etc. But when marking items as lost, especially in the stocktake, you may not want to use the generic ‘lost’ status. You may want to instead mark items as a copy status of ‘Lost stocktake 2014’

Procedure


You can set up such custom copy statuses through the following steps.


 1. From the Main Menu  , Click    then 


2. Click on Copy Status Management.


3. Click on Edit button next to one of the Custom names


4. Change the Reference_Name to the wanted Copy Status


5. Tick Unavailable if you don’t want this copy status to be circulated


6. Tick Retain Status On Return if you don’t want the item to default to Available when returned


7. Click on Update button


8. If you need to create a new copy status Repeat steps 4-6 in the bottom blank entry


9. Click Add New


Your new Copy Status will be available in the catalogue. 

 Version Information


Version: 2.1.0

Publish Date: 09/07/2018

Publisher: Functional Solutions

Creator: Robert VanDyken