From a561853841c62bf7b0945cfc5ae2a30487dde2a1 Mon Sep 17 00:00:00 2001 From: abneiman Date: Fri, 24 Aug 2018 16:02:37 -0400 Subject: [PATCH] Docs: Update purchase_requests_patron_view.adoc Added some language to match the work done here https://bugs.launchpad.net/evergreen/+bug/1774277 & to match documentation submitted on PR 62 Signed-off-by: Jane Sandberg --- docs/acquisitions/purchase_requests_patron_view.adoc | 12 +++++++++--- 1 file changed, 9 insertions(+), 3 deletions(-) diff --git a/docs/acquisitions/purchase_requests_patron_view.adoc b/docs/acquisitions/purchase_requests_patron_view.adoc index 621aaff594..89aa9d4efd 100644 --- a/docs/acquisitions/purchase_requests_patron_view.adoc +++ b/docs/acquisitions/purchase_requests_patron_view.adoc @@ -9,9 +9,11 @@ these requests within a patron's record. . Retrieve the patron's record. -. Select Other --> Acquisition Requests. This takes you to the Requests Screen. +. Select Other --> Acquisition Patron Requests. This takes you to the Aquisition Patron Requests Screen. CTRL+click or scrollwheel click to open this in a new browser tab. -. The Requests Screen will show any other requests that this patron has made. You may sort the requests by clicking on the column headers. +. The Acquisition Patron Requests Screen will show any other requests that this patron has made. You may sort the requests by clicking on the column headers. + +. To show canceled requests, click the _Show Canceled Requests_ checkbox. . To add the request, click the _Create Request_ button. + @@ -20,7 +22,11 @@ NOTE: You will need the CREATE_PURCHASE_REQUEST permission to add a request. . The request type field is required. Every other field is optional, although it is recommended that you enter as much information about the request as possible. -. The _Pickup Library_, _User_, and _Request Date/Time_ field will be filled in automatically. +. The _Pickup Library_ and _User ID_ fields will be filled in automatically. + +. _Request Date/Time_ and _User Barcode_ will be automatically recorded when the request is saved. + +. _Notify by Email When Hold is Ready_ and _Notify by Phone When Hold is Ready_ will pull in preferences from the patron account if left blank, or can be set manually here. . You have the option to automatically place a hold for the patron if your library decides to purchase the item. If you'd like Evergreen to generate this hold, check the _Place Hold_ box. -- 2.43.2