Reviewing and Editing Outstanding Requests

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Overview

Outstanding requests are those requests that are active: they are in the process of being supplied to the researcher or have been checked out to the researcher and have not been moved to a finished state. Canceled and finished requests are not active. Outstanding loan and photoduplication requests can be reviewed, edited and resubmitted for processing from the web interface.

Reviewing Outstanding Requests

To review outstanding requests:

  1. Click the Outstanding Requests link on the Requests menu.
  2. A list of all outstanding loan and photoduplication requests will be shown.
  3. Select the one you want to review by clicking the Transaction Number.
  4. The request is displayed, showing Transaction Information along with Notes and the Tracking log.
Click Outstanding Requests Link

 

Click Transaction Number

 

 

Outstanding Request Displays

 

Editing and Resubmitting Outstanding Loan Requests

Outstanding loan requests can be resubmitted by using the Edit Request command. Loan requests can be edited when they are at a transaction status of Awaiting User Review, Awaiting Request Processing, Awaiting Future Request Processing, Awaiting Activities Processing, and Submitted by User. Requests that have been canceled by the user or canceled by staff cannot be edited but can be resubmitted. If a reading room request has been initialized into a photoduplication request by staff in the client and the photoduplication status is anything other than Submitted by User, the request cannot be edited.

  1. Outstanding loan requests reside under the Outstanding Requests link on the Requests Menu.
  2. Open the outstanding request by clicking the Transaction Number in the Outstanding Requests grid.
  3. Click Edit Request.
  4. The edit request form for the item opens.
  5. Make any changes necessary and click Submit Request.
  6. The Outstanding Requests screen opens.
  7. The resubmitted request displays with the same Transaction Number as the previously submitted request.
Click Outstanding Loan Transaction Number

 

Click Edit Request

 

Click Submit Request

 

Outstanding Request Displays

 

Editing and Resubmitting Outstanding Photoduplication Requests

Outstanding photoduplication requests can be resubmitted by using the Edit Request command. Photoduplication requests can be edited only when they are at a photoduplication status of Awaiting Order Submittal.

  1. Outstanding photoduplication requests reside under the Outstanding Requests link on the Requests Menu.
  2. Open the outstanding photoduplication request by clicking the Transaction Number in the Outstanding Requests grid.
  3. Click Edit Request.
  4. The edit request form for the item opens.
  5. Make any changes necessary and click Submit Request.
  6. The Orders to Submit table appears displaying the edited photoduplication request with the same Transaction Number.
  7. To resubmit the transaction, click the checkbox next to the Transaction Number and click Submit Information.
  8. The edited photoduplication request is submitted and can be viewed in the Outstanding Requests grid.
Click Transaction Number

 

Click Edit Request

 

Click Submit Request

 

Click Submit Information

 

Outstanding Request Displays

 

 

 

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