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E10: Managing Claims

Overview

Description:

A claim status is assigned to an item when a patron claims that an item currently checked out to him/her has been returned (Claims Returned) or was never borrowed (Claims Never Had).  Marking items claimed is done within the Items Out view of the Patron Status workform.

Note:

Please refer to sections D1: Patron Registration and Status Workforms Overview and B4: The Polaris Find Tool – Patron Records of the manual for information on how to search for patrons and how to access the Patron Status workform directly.

Instructions:

  1. From the Patron Status workform, click the Items Out view icon or select View, Items Out.



    Tip:

    Alternatively, if in the Check Out workform, you can access the Items Out view of the Patron Status workform by clicking on the Patron Status Items Out View icon found above the Loan Period field, or by typing ALT+O.

     

    This will yield the Items Out view of the Patron Status workform.

     



  2. Select the item(s) for which you wish to assign a claim and click the Make Claim icon or type CTRL+M.



    Tip:

    If selecting multiple items, hold the CTRL key while selecting the items and click on the Make Claim icon or type CTRL+M.



  3.  The Make Claim pop-up will appear.



  4.  Select either Claim Returned or Claim Never Had from the Status drop-down menu.



  5. Click 'OK'.

    Note:

    The item is no longer on the patron's Items Out list and has moved to the Claims list of the Patron Status workform which is accessed by clicking on the Claims view icon.

     

Resetting the Total Claims Counter

Description:

If an item with the status of Claim Returned or Claim Never Had is either checked in or checked out by another patron, the claim will be removed from the patron's record and the Current counter will decrease by 1.   However, the Total number of Claims will not decrease by 1. 

Instructions:

  1. Click on Claims view icon in the Patron Status workform to view the patron's Claims list.
  2.  If you wish to reset the Total claims counter, the only option is to reset it to 0.   To do so, click the Reset total claims icon or type ALT+C.



  3. The Reset total claims confirmation pop-up will appear.



  4. Click ‘OK’.

  5. The Total claims counter is reset to 0.


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