The fields you see depend on the type of request, for example you'll only see order details when the type is "Purchase".

You can click a group heading e.g. "Status" or "Requestor" to close or expand the group.

Type

The default type when creating new requests is always 'Undefined'.

The Request date shows the date the type was set or last changed. This is set automatically. 

Status

Status

New requests are created with the status of "Pending review". The status of the request subsequently changes from "Assigned", "In Process"  to "Completed" or "Cancelled" depending on the various stages of processing the request.

Status date

This date is set automatically and shows when the status was set or last changed.

Notes

Enter any notes that apply to the request.

Notified date

If the borrower has been notified of a change in status then Notified date will show when they were notified.

Requestor

ID

Click the Link button to find a borrower ID to link this request to. Staff can also scan the borrower's card or type a borrower ID into this field. When an ID is entered, staff can view or clear the ID field. Once the request has been assigned, the borrower ID cannot be changed.

If you're editing a request placed via OPAC, you'll see the borrower's ID and name. You can click View to view details of the borrower.

Name

When an ID is entered, the borrower's name is auto-populated in this field.

Last date required

Enter the last date in which this request will no longer be required. In the general parameters you can specify whether the Last date required is mandatory for requests placed via OPAC. You can also specify the default date for ILL requests placed via OPAC.

Pickup location

This shows the pickup location specified by the requestor when they submitted the request. When creating a new request on behalf of the requestor, select a pickup location from the dropdown selection.

Purpose

The options for Purpose are set up in the PAU lookup table, and can be maintained using the Table Manager.

Placement/Completion charges

The default Charge for each request type is specified in the Request Parameters for the different request types. You can change the charge if you wish. If you enter the charge excluding tax in the Charge field then the charge Incl. tax will then be calculated and displayed automatically. Similarly, if you enter the charge including tax in the Incl. tax field then the charge excluding tax will be calculated and displayed automatically in the Charge fields.

If Charge amounts are tax inclusive is set to Yes, then new requests created will be processed with the charges as tax inclusive. i.e. the amount defined in general request parameters will be set into the tax inclusive field not the tax exclusive field. In this circumstance, the tax exclusive textbox will be disabled and its amount dependent on what is set in the tax inclusive field.

Notes

Enter any notes regarding the requestor where applicable.

Bibliographic info

Click Search to search for the bibliographic record. The search page is populated with the original information from the requestor.

If you find the record you can click Select Record at the Full Display to select it (and you might then complete the request since the library already has the requested title).

If you don't find the record click New. The search page is populated with the original information from the requestor. Click Submit Details. A link will indicate if there are matching records in the database.

 

Click the link to review the matches and decide if you will create the incoming record.

If this is a new record without a match, click Submit to create the record, and then click Select Record to link the newly created bibliographic record to the request record. 

Notes

Enter any notes about the completion of the request.

Request details

This applies to Inter-library loan requests.

Sources checked, Lender name and Call number

These fields are intended for public use. If the request was submitted via the OPAC then this information will be taken from the Web form and will appear here as display-only. If you add or copy a request in the Request module then these fields will be available.

Verification

Provides a space for you to type any verification sources. This is for staff only. 

Order details

This only applies to "Purchase" requests. Placing a purchase type request automatically places a reservation for the requestor against the bibliographic record when an order is created.

Click the View button to display the order details.

Assigned

Shows the ID of the staff member currently assigned this request, with the date it was assigned and any staff notes.

History

This records details of the previous types, statuses and assigned staff for the request.