Library & Resources - silent guided screenshots - 0.4.0

The useful outcome
Let's follow one task in Library & Resources. A fictional borrower needs one available book before a future due date. Link the correct book and borrower, review the quantity, issue the loan, and compare availability before and after the recorded return. This lesson uses fictional records. Keep the same references throughout so you can connect the starting information, important action and final result.

Prepare the linked records
Check the workspace and selected system first. Prepare the required starting information in Catalogue, Borrowers. Use New record, complete the relevant fields and save. Read any validation message before continuing. Open the saved references to confirm that they identify the intended records in this workspace, rather than a similar example.

Create and review
Open Loans & returns and create the operational record. Its inputs include Book, Borrower, Due On, Quantity. Check each linked reference and any dates, quantities or amounts before saving. Open the record detail after saving. Where a total is calculated, inspect the inputs that produced it instead of assuming an entered note changes that value.

Complete the important action
The configured action starts from requested. When the record is eligible, choose issue. The configured destination is issued. Inspect the saved state and workflow history, then compare any related quantity, balance or availability with the starting record. A validation message needs its cause corrected before another permitted attempt; avoid repeating an action while the page is responding.

Follow the connected improvement
Record the return of the issued loan and inspect the restored book quantity. Keep the same loan reference so the return is traceable. Review holds separately. The catalogue's daily penalty rate is reference information. Check the agreed overdue calculation and supporting evidence before recording or collecting any charge.

Check the important boundary
Review the exact reference and current state before another action. The available button reflects this workflow and your permissions. Use a separate fictional example for a rejected or conflicting case, and inspect its message. Keep internal business records distinct from external payments, personal signatures and services that need separately configured providers.

Inspect the report and document
Open Visual reports, select the relevant system and date range, then update the report. Check that this example is included in that scope. Read the chart labels alongside the underlying records. Generate the available PDF from the saved record and inspect its reference, dates and outcome before sharing it. Keep private documents within their authorised audience.

Practise the same path
Try this task with another fictional example. Check the saved loans & returns record, the connected loans & returns outcome and the relevant report. Confirm the available workflow matches your organisation's requirements before using live information.