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FUNCTIONS

At the top left of the page are three blue buttons: 


 


Auto Copies

After manually selecting requests you wish to fulfil clicking the Auto Copies button will auto select the first available copy for the selected title removing the need to open the pop-up and select a copy.

Auto Collect

An extension of the Auto copies function this will auto select the first available copy for all requests which have an available copy, once it has done this it will also auto open the request export dialog so you may print the list of items to collect from the shelf.

Confirm
The administrator can select one or more titles in the tables below and process them all at once by clicking this button. 

Cancel
Administrators can select one or more titles in the tables for each Type of Request and cancel all of the selected titles at once by clicking this button. A warning message will be displayed asking to confirm. 
Export
A number of sub menus appear when the Export button is clicked: 





Download requests
The export pop up form opens and the administrator can select (if more than one) the report to use to download the requests. Reports are created using the menu Functions>>Export

Email requests
Email Export pop up form opens. This can be completed, selecting the type of output format and style required, together with the email address to send the requests.  

Print requests
Print Export pop up form opens. 


Print Address Labels
For requests that have a delivery request, this report allows the address to be exported to RTF (rich text format that can be opened in WORD). 


To the right of the page are several filters: 

FILTERS

To the right of the page are three filters that allow the data shown in the tables to be filtered by one or more of the three filters shown:


 


Availability
This by default is set to Available, so that the user sees only requests that can be processed using material that is in stock. The user can select from the drop down to reveal the following options: 
 


All
Selecting All will update the type of Request tables to show all requests that are for titles that both available and those that are not currently available, the status column of the tables will show a tick or X to reflect the availability that applies to each request row. 


Unavailable
Selecting this entry will update the tables below to only show requests that are not currently available; all request rows will be shown with a red X. 


Processing Office
By default this will show the office of the administrator who is logged in. If there is more than one office, select the office from the drop down list. Requests that have been made to that office will be displayed. There is an option for All Offices, which displays requests for ALL offices: 
 


Request Types
By default  All Types is selected ensuring that no requests are missed (all request types are shown). The drop down will allow up to four request types to be shown but will only show request types that are being used, so not every entry in your application may be seen. 



Loan Request
Requests for a physical item or a digital file copy that the requestor wants to borrow / have provided in the traditional library sense. 


Photocopy
Request for a title that the requestor wants the information service to provide as a photocopy. 


Supply a copy
Requests for a title that the requestor wants to be sent that is NOT a loan. Typically it is used where an information service provides free material like leaflets. 


View
An End User requestor may  book a date to visit the establishment or archive to view a title on premise. Typically a reference item that is located in an archive that is not available to take off site. The information service may require time to retrieve it from stacks or storage prior to the requestors visit. 


When the administrator selects a specific Type of Request, the system will only show the table for the request type selected. Other tables  for other types of request will not be displayed.

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