The instructions below explain how to transfer the new records from the Intake table into the Borrowers table.

Transferring

These instructions assume that only new borrowers are present in the Intake table. If you have borrowers in the Intake table that have already been transferred before (i.e. the pupils already exist within Borrowers), they must be matched to avoid duplication.

1. Open the Intake table from Database / Intake.




2. Click the Transfer icon on the right hand side from under the Records menu.




3. A box will open to confirm how borrowers should be transferred (Automatic or Management ID). Select the appropriate option using the radio buttons.


4. Once the selection has been confirmed, click Transfer and the records will be moved from Intake to Borrowers.

When you have attempted to transfer the records from the Intake table, click Continue to move onto the next stage.

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