Manage Serial Claims from the Claim Alert List

The Claim Alert List displays all serial issues and parts that are eligible to be claimed based on the Days After Release/Expected Arrival setting in the supplier record and the claim intervals configured in the serial holdings record.

Note:
You can access the Claim Alert List if you have the Claim alert list: Access permission enabled in Polaris Administration (staff client). For more information, search for "Acquisitions Workflow Permissions" in the Polaris staff client help.

This section covers the following topics:

• Claim an Issue or Part from the Claim Alert List
• Undo a Claim from the Claim Alert List

Claim an Issue or Part from the Claim Alert List

Note:
You can claim serial issues or parts if you have the Serial issues/standing order parts: Claim permission enabled in Polaris Administration (staff client). For more information, search for "Serials Workflow Permissions" in the Polaris staff client help.

To claim a serial issue or part from the Claim Alert List

1. Select Utilities > Claim Alert List.

   The Claim Alert List appears. By default, Leap displays the claim alerts for your current organization for issues with a status of Pending Claim.

   

2. (Optional) To view claim alerts for a different organization, select an organization from the Organizations list.

   Leap refreshes the list of claim alerts.

3. (Optional) To view claim alerts for serial parts, select the Parts view.

   Leap refreshes the list of claim alerts.

4. Select the issues or parts you want to claim. You can select multiple issues or parts.

5. Select CLAIM.

   Leap prompts you to confirm that you want to claim the issues or parts.

6. Select YES.

   • If you are claiming multiple issues or parts, Leap processes your claims and also does the following:

     • Displays a success message
     • Sets the status of the issue or part to Claimed

   • If you are claiming a single issue or part, the Claim Issue/Part dialog appears. Continue to step 7.

     

7. (Optional) Select a claim reason from the Reason list.
8. (Optional) Enter a note in the Note box. After you claim an issue, this note appears on the Claims view of the Issue Record workform.

9. Select CLAIM.

   Leap does the following:

   • Processes the claim
   • Displays a success message
   • Sets the status of the issue or part to Claimed

Undo a Claim from the Claim Alert List

Note:
You can undo claims if you have the Serial issues/standing order parts: Claim permission enabled in Polaris Administration (staff client). For more information, search for "Serials Workflow Permissions" in the Polaris staff client help.

To undo a claim from the Claim Alert List

1. Select Utilities > Claim Alert List.

   The Claim Alert List appears. By default, Leap displays the claim alerts for your current organization for issues with a status of Pending Claim.

2. (Optional) To view claim alerts for a different organization, select an organization from the Organizations list.

   Leap refreshes the list of claim alerts.

3. In the Status list, select the Claimed status.

   Leap refreshes the list to display only claim alerts for issues with a status of Claimed.

4. (Optional) To view claim alerts for serial parts, select the Parts view.

   Leap refreshes the list of claim alerts.

5. Select the issue or part for which you want to undo the claim.

6. Select UNDO CLAIM.

   Leap prompts you to confirm that you want to undo the claim.

7. Select YES.

   Leap does the following:

   • Reverses the claim
   • Displays a success message
   • Sets the status of the issue or part to the status it had before it was claimed