Receipts
Receipts are used when handing out objects to individuals.
It is possible to hand out objects that normally are placed in an EAGLE Assembly as well as objects that are placed in a storage (and registered in AXSOR).
Info
Color indication
White
Verified receipts.
Yellow
Prepared receipts but not yet handed out.
Red
Receipts not returned in time.
Grey
Partially returned.
How to
Create new receipts
1. Go to handle 
and select receipts 
.
2. Click on + to create a new receipt.
3. Choose the category, for example long-or short term lending. (Add and change categories 
in settings.)
4. Choose the template. A receipt template is needed to create receipts. (Create templates 
in settings.)
5. Add general information if needed.
1. Add the individual that will lend the objects.
1. Before you choose the object, register when the it should be returned.
2. If you have multiple EAGLE assemblies, search for the assembly to easier find the right objects.
3. Select one or multiple objects that will be handed out. It is possible to set different time limits for the different objects (just by changing the date/time).
1. Choose the organization it regards.
The receipt can be saved in four different ways:
1. Save and verify
Use if the objects are handed out directly and verified manually in the system (recommended that the Receipt is printed and signed physically).
2. Save and sign
Use if the objects are handed out directly and verified through a digital signature by the recipient.
3. Save and close
Use if a receipt is prepared for further handling.
4. Save and new
Use if you want to create a new receipt after saving the current one.
How to
Hand out objects manually or digitally
Manual hand out
1. Click on Verify hand out 
on the prepared receipt in the receipts list.
2. Verify that the recipient has received the objects.
3. It is recommended that the receipt is printed and signed physically. Click on show receipt 
and print it.
Done!
Digital signature
1. Click on Sign receipt 
on the prepared receipt in the list.
2. Use the signature pad to create a signature or sign with BankID. (The individual need their social security number registered to use BankID.)
Save the sign.
How to
Register returns
1. Click on Register return 
on the receipt.
2. It is possible to return one or more objects. If the object is returned, select returned 
. If the individual have lost the object, select lost 
.
3. The recipient of the hand out will automatically be chosen as the individual returning the objects. If contrary to expectation, another person return the objects, it is possible to change the individual.
4. It is possible to save the return in four different ways:
- Save (save the return and close)
- Save and print (print the receipt and sign it manually)
- Save and send email (choose if the email should be sent to the recipient, receipt creator, current user and/or additional individuals)
- Save and sign (digital signing).
Done!
1. Click on Quick return (to the right of Add new +).
2. Search for the object that you want to return.
3. Only choose a user if it is someone else returning the object than the one withdrawing it.
4. It is possible to save the return in three different ways:
- Save (save the return and close)
- Save and print (print the receipt and sign it manually)
- Save and send email (choose if the email should be sent to the recipient, receipt creator, current user and/or additional individuals.
Done!
Return directly in the EAGLE Assembly.
If the parameter ReceiptAutoReturn is on (set to 1), it is possible to return handed out objects directly in the EAGLE Assembly. The receipt will automatically be updated.
Settings
Templates
Create templates for different types of receipts.
Images
Add an image or logo that will be visible in receipts (if chosen in templates).
Texts
Create texts that is used in receipt templates.
Categories
Add categories for different receipts (for example daily and long term).
Parameters
Further settings that helps you customize the systems.
Archive
Select the date to archive returned Receipts.
Parameters
A receipt is considered returned when the objects listed on it are placed back to in Assembly.
Default setting: Off (0)
Which identifier should be used when searching for individuals in receipts. Choose between: None, identification, social security number, RFID, user name or all.
Default setting: All
Which identifier should be used when searching for individuals in receipts. Choose between: None, identification, social security number, RFID, user name or all.
Default setting: BadgeID
Should receipts notify on late return by default.
Default setting: On
Default setting with number of hours (integer) within which return of objects should be set when lending objects through receipt. If set to 0 ReceiptReturnByTime is used instead.
Default setting: 24h
Default setting with time (HH: MM) when return of objects should be set on receipt when lending objects.
Make sure ReceiptReturnByHours is set to 0.
Should the return time be fixed and not changeable when lending objects through receipt.
Default setting: Off (0)
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