End users can create requests using ZPortal. VDX can be configured in various ways to process requests from end users -
all new requests can require manual authorisation by an ILL administrator at the requesting location
all new requests can be set for automatic authorisation of requests that have successfully met certain criteria. In this case the request can be sent to the first potential responding location on the rota without any prior action from the requesting ILL administrator
all new requests can be set for automatic checking - auto-mediation causing many fields to be defaulted into the record, but still require intervention by the ILL administrator for final authorisation; the Authorisation Status for these requests is AutoMediated:AuthManual
if a request does not pass a check for automatic authorisation the Authorisation Status can be check manual
if a request does not pass a check for automatic authorisation the Authorisation Status can be unauthorised
For details of how your system is configured check locally with your organisation. You will need to know what status requests are left in when a user places a new request so that you can search for them using the correct Authorisation Status.
To search for requests you use the ILL Request Search screen
Example1:find requests with the Authorisation Status AutoMediated:AuthManual
This status means that the end user request details have been checked by VDX and that VDX is configured to hold the request until an ILL Administrator has checked the details. The requests obtained in this search have an ILL state of Idle because they have not yet been processed and authorised.
Click the requests button in the left hand menu pane.
This takes you to the ILL Request Search Screen.
In Your Library's role, select Borrower (Requester).
In Request Status: Authorisation Status select AutoMediated:AuthManual from the pull down box.
Click the search button.
VDX displays a hitlist of requests with the authorisation status AutoMediated:AuthManual.
To open the request and process / authorise click the details button.
Example 2: Find requests that have been rejected
If a request does not pass automatic checking it can have an authorisation status = unauthorised.
Click the requests button in the left hand menu pane.
This takes you to the ILL Request Search Screen.
In Your Library's role select Borrower (requester)
In Request Status: Authorisation Status select unauthorised from the pull down box.
Click the search button.
VDX displays a hitlist of requests with this authorisation status.
To view rejection details expand an individual request by clicking the details button and look at the request notes at the foot of the record.