Non Electronic Requests
Requesting for Non Electronic Content from the Active Site or RecordPoint
Requests for Non Electronic 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.
Note: To request for Non Electronic Files and associated file parts from the active site, the RecordPoint ribbon must be enabled for this site collection.
Requesting files from the Active Site
- In the Active Site library navigate to the RecordPoint ribbon
- Select New Request
- A Create Request form will pop up
- Under Format, select the Non Electronic format required (Part or Physical)
- Under Find, select the Field property to search by
- The default options are Title and Record Number only.
- Provide a value and click Search
- From the list of results, select the file(s) you wish to request
- More than one file can be added to the same request
- 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
- 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
Requesting files from RecordPoint
- In RecordPoint, under Records select Box/File Browser
- Perform a search or filter to the required Box/File
- From the item drop down menu of the required file, select Manage Requests
- Or to request multiple files; from the RecordPoint ribbon under Non Electronic, select Request
- 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
- 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