Requesting Copies - Physical Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Physical Records Management
Platform
OnBase
Product
Physical Records Management
Release
Foundation 24.1
License

In some instances, it will be necessary to acquire a copy of the original record. In these instances, a copy request must be completed.

To request a copy of a record:

  1. On the appropriate physical record locator, click Request Copy. The Copy Request dialog box is displayed.
  2. Enter a date for the Required By field. You can click on the calendar button to select the appropriate date.
  3. Enter the Reason for Request.
  4. If applicable, change the Number of Days values for the number of days you want the document. In some configurations, only the person checking out the record will have control over the number days you are allotted for record possession.
  5. If the request is urgent, select the Urgent check box.
  6. Select an appropriate Delivery Location from the drop-down list.
  7. Enter any other additional Delivery Instructions.
  8. Click Request.