Brief description

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1. Create an Item level request < update from Central tenant

• Log into

• Change your affiliation from [kjgdghfd] to [dlkhfdosihf]

• Navigate to the Inventory app

• Find [title]

• Open the Consortial holdings accordion until you find an item barcode

• Copy the item barcode

• Navigate to the Requests app

• From the Actions dropdown menu, select New

• Check to make sure the box next to Create title level request is not checked

• Paste the item barcode into the Item barcode box and select Enter

• Select the Requester lookup link and select the check box next to Active

• Choose a requester from the list and select enter

• Select a request type and pickup service point

• Click enter

  • Questions for form

    • Did the item and requester areas populate with the correct information

    • Were you able to place a request successfully?

    • Did you see the green success message at the bottom right of the screen?

...

• Log into

• Ensure you are affiliated with the data tenant you used to place your item request

• Navigate to the Requests app

• Select any of the following filters by checking the box:

  1. Holds

  2. Pages

  3. Open - Not yet filled

  4. Item

• Scroll through Requests that appear in the main pane of the Requests app and locate a request you placed in this testing session

• Click on the request

  1. Questions for form:

     • When you selected one of the filters listed in the test, did requests appear in the main pane of the Requests app?

     • Were you able to locate a request you placed?

     • When you clicked on the request, did a third pane entitled Request details load for you?

3. Edit an Item level request

   • Log in to

   • Navigate to the Requests app

   • Using the search box or filters on the left, look for the request you created in steps 1

   • Select the request by clicking on it’s line in the results table

   • Review the following in the Request details pane: Request expiration date, Fulfillment preference, Pickup service point

   • Click on the Actions button in the Request details and select Edit

   • Edit the form by adding a Request expiration date, or by changing the Fulfillment preference or Pickup service point

   • Click Save & close

   • Click on the Actions menu in the Request details and select Edit again

   • Edit the form a second time by adding or changing the Request expiration date, or by changing the Fulfillment preference or Pickup service point

   • Click Cancel

   • Questions for form

     • Did you locate a request you placed previously?

     • Were you able to change the contents in one of the fields listed in the instructions?

     • Were you able to Save & close an edited request?

     • Did you see the changes reflected in the Request details?

     • Were you able to edit the same request a second time?

     • Were you able to cancel the edited form?

     • Did your edits appear in the Request details?

4. Cancel an Item level request

   1. Log in to

   2. Navigate to the Requests app

   3. Locate the request you created in step 1

   4. From the request details, select the Actions dropdown

   5. Select Cancel

   6. Select a Reason for cancellation from the dropdown menu

   7. Click Confirm

   8. Look at the request details and note the request status

      • Questions for form

        • Were you able to cancel a request?

        • Did the request status update to Closed - Cancelled?

          • If not, what does the request status show?