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The link below is to a recent video demonstration of requesting functionality. You do not need to sign in to access the recording. Watching this demo before you test may help you to be more comfortable testing.
LINK TO ANY RESOURCE VIDEOSCreate, Edit, and Decline
Instructions
Follow the steps below and use the feedback form linked above to record your results.
Create, Save, Edit, Decline, and Confirm a new Mediated request (Mediated requests app)
Create a new Mediated request
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Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/
Navigate to the Mediated requests app
Using the search box or filters on the left, look for one of the requests you created in step 1 that has a status of New - Awaiting confirmation
Select the Mediated request by clicking on it’s line in the results table
Review the Mediated request details pane
Click on the Actions button in the Mediated request details and select Edit & confirm
Edit the HRID or Requester barcode
Click Save & close
Decline FOLIO created Mediated request
Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/
Navigate to the Mediated requests app
Using the Mediated request status filter, locate a Mediated request with status of New - Awaiting confirmation
Select the Mediated request and view the Mediated request details page
Click Actions and Decline and view “Confirm Mediated request decline” popup
Click Back and you should be returned to the Mediated request details pane.
Click once more on Actions and Decline and view “Confirm Mediated request decline” popup
This time, click Confirm and the request is Declined
Ensure in the Mediated request details that the Mediated request status has changed to Closed - Declined.
Confirm FOLIO created Mediated request
Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/
Navigate to the Mediated requests app
Using the search box or filters on the left, look for one of the requests you created in step 1 that has a status of New - Awaiting confirmation
Select the Mediated request by clicking on it’s line in the results table
From the Actions dropdown menu, select Edit & confirm
Review, add Request information, and / or edit all necessary fields and click Confirm.
Note: Title / Item information, Requester information, and Request information are the points of detail needed to “Confirm” the New mediated request form.
View a Secure request from the Secure tenant (Requests app.)
· Log into FOLIO’s Requests app with active affiliation with the Secure tenant
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· Click on the line item for a Request to view the Request details
Edit a Secure request from the Secure tenant
· Log into FOLIO’s Requests app with active affiliation with the Secure tenant
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· Select Edit from the Actions dropdown in the top right of the Request details and edit one of the following fields:
o XYZRequest expiration date
o PDQFulfillment preference
o ABCPickup service point
· Click Save & close
· Review changes in the Request details of the request
Reorder a Secure request from the Central tenant
· Log into FOLIO’s Requests app with active affiliation with the Secure tenant
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· Reorder request – Note: you will see obfuscated Secure patron data related to this Request
Cancel a Secure request from the Secure tenant
Status of corresponding Mediated request updates
· Log into FOLIO’s Requests app with active affiliation with the Secure tenant
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