Updating Docline Lending Requests: ILLiad Versions 9.0.3 & 8.7.3 Only

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Updating Docline requests should be performed when no one else is processing any lending records.

After a request has been receipted, you have the option to fill or reject a request.

-- Urgent Patient Care and Rush requests must be updated within one business day.

-- Normal requests must be updated within three business days.

Updating Filled Docline Requests

  1. On the ILLiad client ribbon, click the Batch Update icon.
  2. Click Paste Yes on the client ribbon to populate the update window with the selection for filled (the Request Numbers box).
  3. Choose the article type from the dropdown if it's not already selected.
  4. When you are finished, click Update Requests.
If a receipted request is not updated as filled or rejected, Docline will automatically remove the request and reroute it to the next lender.

Updating Rejected Docline Requests

  1. On the ILLiad client ribbon, click the Batch Update icon.
  2. Click Paste No on the client ribbon to populate the update window with the selection for rejected (the Request Numbers box).
  3. Choose the reason for rejection from the dropdown if it's not already selected (for an updated list of reasons for cancellation, see Docline Reasons for No).
  4. When you are finished, click Update Requests.
If a receipted request is not updated as filled or rejected, Docline will automatically remove the request and reroute it to the next lender.

Clearing the Lending Update Files

When you have completed all updating successfully, click on Clear Docline Lending in the Docline Lending Updating ribbon.

When the Docline Lending has been cleared; the No Requests and Yes Requests fields will be empty.

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