Modify a Hold Request

To modify or update a hold request:

  1. Open the hold request in the Hold Request workform.
  1. Modify the hold as follows:
    • To perform an action on the hold request, click ACTIONS and select one of the following options:

Note:
The available options under the ACTIONS menu depend on the status of the hold request. If an action cannot be performed on the selected hold request, it is dimmed in the menu.

  • To change the date range for which the hold is active, click/tap inside the Activation box and choose the beginning date from the calendar. Then click/tap inside the Expiration box and choose the ending date from the calendar.
  • To change the branch where the patron will pick up the item, choose a branch in the Pickup list.
  • To change the notes that display with the hold request, select Notes to go to the Notes view. Type notes in the appropriate Notes boxes.
  1. When you are finished editing the hold request, click SAVE.