Page Comparison

Requests for Non Electronic Files and associated file parts Boxes/Files/File Parts can be performed from the active site or RecordPoint. When a file is requested, this is generally processed by the Records team in RecordPoint through My Requests in My RecordPoint Settings.

Requesting files from the Active Site

1. In the Active Site library navigate to the RecordPoint ribbon
2. Select New Request
3. A Create Request form will pop up
4. Under Format, select the Non Electronic format required (part Part or Physical)
5. Under Find, select the Field property to search by
   1. The default options are Title and Record Number only.
   2. Provide a value and click Search
6. From the list of results, select the file(s) you wish to request
   • More than one file can be added to the same request
7. Select Request File from the menu
   • Specify the location where the file is required. Or select custom locations to specify an address
   • Specify the requester (by default this will be the logged in user)
   • Select the date required and expected return date required
   • Select include Include all parts if associated file parts are required as for this request
   • Specify the Request For. This is the person it is for may also be the logged in user.
   • Click Request
   • Click Close once the request has been sent

Requesting files from RecordPoint

1. In RecordPoint, under Records select Box/File Browser
2. Perform a search or filter to the required Box/File
3. From the item drop down menu of the required file, select Manage Requests
4. Or to request multiple files; from the RecordPoint ribbon under Non Electronic, select Request
5. A Create Request form will pop up
• Specify the location where the file is required. Or select custom locations to specify an address
• Specify the requester (by default this will be the logged in user)
• Select the date required and expected return date required
• Select Include all parts if associated file parts are required as for this request
• Specify the Request For. This is the person it is for may also be the logged in user.
• Click Request
• Click Close once the request has been sent