#Review Physical Records Requests

The Requests for review page provides a centralized view of loan and creation requests submitted by end users.

• As a records manager, you can approve or reject these requests.

• As an end user, you can view the approval status of your submitted requests. Before a request is approved by any records manager, the end user who has submitted the request can cancel the request.

#Filter Requests

You can use Filter to narrow down requests based on conditions. Click Filter, select the filter conditions, and then click Save.

Supported filter conditions include:

• Time frame – Filter requests that were submitted within a specific time frame.

• Request type – Filter requests by type (creation or loan).

  Bulk processing is only supported for requests of the same type, so apply this filter before proceeding with bulk actions.

• Requested by – Filter requests based on the user who submitted the request.

  This filter is unavailable to end users, as they can only view their own requests.

• Approval status – Filter requests based on the approval status, such as waiting for approval, approved, rejected, or cancelled.

#View Request Details

To view the full details of a request, click its request ID to open the request details page. You can view the request information and take actions on the request.

#Cancel Requests

To cancel one or multiple requests of the same type, select the requests and then click Cancel. Click OK in the confirmation dialog to proceed with the cancellation.

#Approve Creation Requests

To approve one or multiple creation requests of the same type, select the creation requests and then click Approve. In the pop-up window, enter comments, and then click Approve to process the creation requests.

#Reject Creation Requests

To reject one or multiple creation requests of the same type, select the creation requests and then click Reject. In the pop-up window, enter comments, and then click Reject to process the creation requests.

#Approve Loan Requests

To approve one or multiple loan requests of the same type, select the loan requests and then click Approve. In the pop-up window, update the On behalf of and Return time properties if required, enter comments, and then click Approve to process the loan requests.

If a requested physical box or folder is currently loaned to someone else, upon clicking Approve, a window will pop up, displaying the current holder. If you continue approving the request, the requested physical box or folder will be available to the new requester, and the Currently held by column value will be updated to indicate the user who is currently in possession of the physical box or folder.

#Reject Loan Requests

To reject one or multiple loan requests of the same type, select the loan requests and then click Reject. In the pop-up window, enter comments, and then click Reject to process the loan requests.