How to create a Conservation record (in versions of EMu pre 3.2.03)

To record the conservation details of an object:

  1. Add a New record in the Conservation module.

  2. On the Request 1 tab:

    1. Enter a conservation number in the Number: (Conservation Number) field.
    2. Select a request status from the drop-down list in the Status: (Request Status) field.
    3. Complete the Request Details, including:
      • The requesting person
      • Date requested and proposed date for completion
      • Notification date and people to be notified
      • The supervisor assigned the conservation work
      • The actual completion dates for the conservation
    4. If required, complete the Request Information fields including:
      • Purpose of the request
      • Link to an Associated Event
      • Link to an associated loan
    5. Select the Request 2 tab.
    6. In the Treatment Requested field type details of the conservation treatment required.
    7. Save the record (or continue to the next step).

  3. On the Authorisation tab:

    1. In the Supervised By: (Conservation Supervision) field attach the Parties record of the person who is to supervise the conservation
    2. In the Authorised By: (Authorisation Details) field attach the Parties record of the person to authorise the conservation work.
    3. If the request has already been authorised, enter the authorisation date in the Date Authorised: (Authorisation Details) field.
    4. If the request has been denied, enter the reason in the Reason for Disapproval field.
    5. Save the record (or continue to the next step).

  4. On the Objects tab:

    1. In the Objects Conserved field attach the Catalogue record of the object to be conserved.
    2. Repeat Step 1 until all objects to be conserved in this conservation project have been added.
    3. Save the record (or continue to the next step).

  5. The following steps outline how to add tasks manually to a Conservation record. It is also possible to use a Task Template (see How to create a Task Template for details).

    To record the tasks required to conserve an object:

    On the Tasks tab:

    1. In the Description: (Task Information) field enter a description of the first task.
    2. In the Assigned To: (Task Information) field attach the Parties record of the person assigned the task.
    3. In the Assigned By: (Task Information) field attach the Parties record of the person who assigned the task.
    4. In the Date: (Commencement) field enter the date the task is to start.
    5. In the Notify On: (Commencement) field enter a notification date (if required). The person selected at Step 6 will be notified by email on this date that the task is due to commence.
    6. In the Notify: (Commencement) field attach the Parties record of the person to be notified of the commencement of the task.
    7. Repeat Step 6 for all people to be notified. To add another person, select the asterisk (*) before clicking Attach Attach.
    8. In the Completion group of fields it is possible to enter a projected completion date, a notification date and to attach the Parties records of those who are to be notified that the task is due to be completed (as per Steps 4 to 7).

      Note: These fields can also be used to record the actual completion date and to flag that the task has been completed click the Yes radio button in the Completed: (Completion) field).

    9. To add another task, click the asterisk (*) in the next line in the Tasks list; the fields on the tab are cleared, ready for the new task details:

      Add task

    10. Save the record (or continue to the next step).

  6. On the Multimedia tab:

    1. Click Attach Attach.

      The Multimedia module opens.

    2. Search for, select and attach the multimedia resource to the Conservation record.
  7. Save the record.