Progress Requests Failing Validation

This section relates to new end user requests that have not passed all the required checks. If auto-rejection has not been set up and a request does not pass all the required checks, the Authorisation Status is set to check manual. ILL Administrators should review each request and decide on the most appropriate course of action.

To search for requests failing validation

1. Click the requests button in the left hand menu pane to load the ILL Request Search screen.

2. In Your Library's role, set to Borrower (Requester).

3. Set the Authorisation Status to check manual.

4. Click the search  button.

5. VDX displays a hitlist of items that require reviewing.

Note:  As an alternative to searching for requests failing validation, user alerts can be set up in the windows admin client  to notify staff of requests going to 'check manual'. It is also possible to trigger alerts on the basis of  the log message generated.

To identify problems

Details of the problems encountered during validation are displayed in the notes field and Log Messages section of the full request details.

To progress requests:

1. Click on the Details  button from the hitlist and scroll down to the Log Messages section.

2. Once you have identified  the problem,  select REQUEST from the list of available actions and click on the Action button.

3. Update the request as required.

4. Ensure that the Authorisation Status is set to Authorised.  

5. Click on the Submit  button.

6. The request is then picked up by the relevant protocol driver and sent to the first location on the rota.