Holds: Request Manager

To access the Request Manager workform, select Utilities > Request Manager.

Image of Request Manager screen

Request Manager Header

The following elements appear in the Request Manager header:

  • Branch drop-down list where you can select a different branch
  • Status drop-down list where you can select a hold status
  • By drop-down list where you can select the Pickup, Patron, or Item branch

Request Manager Holds View

The Holds view lists the hold requests according to the selections in the BranchStatus, and By boxes in the workform header. You can filter the list by typing in the Filter Holds box.

When you select a hold in the list, action buttons are enabled if the action can be performed on the selected hold request: CancelReactivateDeleteConvert to ILL, and Properties. Libraries licensed for borrow by mail functionality and signed in to the processing center also see:

  • Print Checklist – enables you to print the list in a checklist.
  • Print Mailer – enables you to print a slip that can be included in a borrow by mail order.
Another image of Request Manager screen

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Polaris Version 7.4