View Pending Copy Requests - Physical Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Physical Records Management

Platform
OnBase
Product
Physical Records Management
Release
Foundation 23.1
License

To view all current copy requests, select Admin | Physical Records | View Pending Copy Requests. The Copy Requests (ALL - READY FOR CHECKOUT) dialog box is displayed.

Tip:

You can sort the records by clicking on the column headings.

A green check mark denotes that the item is currently ready to be given to the associated user.

Not only can you view the records that have copy requests open, but you can also open record locators by double-clicking on them.

Once a copy request has been serviced, the request should be marked as completed. To mark a copy request as complete:

  1. Right-click on the request and select Request Completed. The Confirm Copy Request Completion dialog box is displayed.
  2. Click Confirm. The request is removed from the list.

Once the copy request completion has been confirmed, an internal e-mail is sent to the user notifying the user that the request was completed.

Depending on your rights, you may have the following right-click options:

Option

Description

Request Completed

Allows you to mark a copy request as completed.

Delete

Allows you to cancel a copy request.

Copy Request List Report

Opens the Copy Request List Report dialog box and allows you to generate a report of the contents of the Copy Requests dialog box.