Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Harvard Depository Material

  • Send email to user using the “ItemAppointment” template (edit as necessary for individual repository).
  • After sending email, route request to Awaiting HD Ordering – Reviewed queue to indicate user has been contacted.
  • Confirm appointment time with user (update appointment date on individual request if necessary)
  • Add “Appointment Confirmed” flag to request
  • Select “Reprint Callslip” to print callslip
  • Route request to Awaiting HD Delivery queue
  • See “Preparing a Harvard Depository Retrieval Request”

 

Non-Harvard Depository Material

  • Send email to user using the “ItemAppointment” template (edit as necessary for individual repository).
  • After sending email, route request to Awaiting Request Processing – Reviewed queue to indicate user has been contacted.
  • Confirm appointment time with user (update appointment date on individual request if necessary)
  • Add “Appointment Confirmed” flag to request
  • Select “Reprint Callslip” to print callslip
  • Route request to In Item Retrieval queue