Cloning in Borrowing/Doc Del is achieved using the Clone to Current User and Clone to Another User buttons found on the processing ribbons. Staff can enter a username directly or enter search criteria to find a user.
- Open the request you want to clone.
- To clone to the current user, click Clone to Current User.
- To clone to another user, click Clone to Another User.
- A drop-down will appear, and you can search for the user to clone the request to.
- Use the search box to locate the user. You can search by Username, First Name or Last Name.
- When you have located the user to clone to, double-click them on the search list and their username will appear in the Username box.
- To clone to that user, click Clone.
- A popup box will display the new transaction number and confirm that the request was cloned, and ask if you want to open the new request.
- Choose Yes or No to open the new request. The original request will remain open.
- The new request will be at its starting status: Awaiting Request Processing for Loans (Awaiting Document Delivery Processing for Doc Del) and Awaiting Copyright Clearance for articles.
