Request Status Wizard

The Request Status policy defines the current state of activity related to a request. This policy may be used as a means of routing requests to appropriate library departments, or may reflect actions taken in response to a request.

From the List Policies window, you can create, display, modify, copy, or remove the Request Status policies. Click Close to exit the wizard.

Attributes

The Request Status policy contains the following attributes.

Name

This attribute uniquely identifies a request’s current place in the library’s workflow. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used. A status is assigned by default when a request is created.

Description

This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.

Update Reply Date

When a library staff member works on a request, the request’s status should change appropriately. Depending on the changed status assigned, SirsiDynix Symphony can automatically update another field in the request record, the Reply Date. If the request can be successfully answered, information is typed into the reply text description fields in the request record. For that reply to be visible to the user, the request status must be changed.

If the attribute is selected, then SirsiDynix Symphony automatically updates the Reply Date field in the request record when the request is saved. If the request must be referred to a specific staff member, the status should still be changed but the Reply Date field should not be automatically updated to today’s date. If the attribute is cleared, then the Reply Date field in the request record is not changed from its default of NEVER.

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