The application lets you request delivery of an item from an offsite storage location.
NOTE: For more information on Setting Up a Warehouse Provider Connection or Setting Up Warehousing without Third Party Integration, refer to iManage Records Manager Administration Guide.
In the Navigation pane, select the Records tab.
Search or browse for the file part or box.
Right-click the item(s), and then select New Request. The New Request dialog opens with your selections listed.
Update the following fields:
Requested for: If you are requesting this file part or box for some other person, select the
icon and then select a different user.Deliver to location: The application fills in the default delivery location for this user. Select the
icon and then select a different onsite location where this file part or box should be delivered.Priority: Select the
icon to select how this item should be delivered.Request instructions: Enter any special instructions for the delivery of this item.
Request whole box, if available: To request the entire box, select this check box. Clearing this check box indicates you are requesting only the specific item (or its parent, if circulation isn't available).
If the parent can't be delivered, but the item is boxed, then it's selected by default and can't be cleared.
Select OK.
The request status for this item is In Transit to or From Storage Vendor. When the item is delivered and scanned, the Audit History is updated to Delivered.