Manage File Requests

Article Contents

Managing requests for Non Electronic Files, File Parts and Boxes

Requests submitted from the Active Site or RecordPoint are all managed in RecordPoint.

Prerequisite

Location and Assignee lists must be created to perform a file request.

To view requested files, file parts and boxes

In RecordPoint, navigate to the home screen
From the dashboard under Requests, select File Requests
This will direct to the File Browser area showing a list of all requested files, file parts and boxes
To configure the columns shown in the File Browser view, refer to the article [insert]

To manage File requests

All file requests created from RecordPoint or the Active Site are centrally managed in RecordPoint, from here you can update the Request Status, Completion date or amend any details to the original request.

In RecordPoint, navigate to the user menu and select My RecordPoint Settings
Under My Records, select My Requests

By default, requests are displayed by login
To view all requests, change the view to All items

Under My Records, select My Requests
Select the request to manage
Select Edit Item from the ribbon
Manage the state of the file request by changing the Status field from Requested, to On Loan or Available when it’s returned
From here, details of the request can also be updated

RecordPoint 4.0

Manage File Requests

Analytics

Managing requests for Non Electronic Files, File Parts and Boxes

Prerequisite

To view requested files, file parts and boxes

To manage File requests

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