Set Up Serials Route List Defaults

Use the Route list defaults profile to define the default information that displays in the Route List workform for the organization, workstation, or staff member, and to specify how route slips are printed.

To set up serial route list defaults:

1. In the Administration Explorer tree view, expand the folder for the organization, workstation, or staff member.
2. Select Profiles and click the Acquisitions/Serials tab.
3. Double-click Route list defaults.

The Route List Defaults Dialog box appears.

4. Specify the default routing duration by typing a number and selecting weeks or days in the Route Period boxes.

Note:
The routing duration is used to calculate the Return by date that appears on route slips.

5. In the Home Location box, select the organization where the piece should be returned.
6. Select one of the following print options:
   • Select Batch if the route slip should be printed with all other route slips needed during a serial check-in session.
   • Select Automatic to print the route slip as each piece is checked in.
7. Type the instructions for returning the routed piece in the Return Instructions box.
8. Type the text for the header in the Header box. This is the information that appears at the top of route slip.
9. Type the text for the footer in the Footer box.
10. Specify the columns that display in the Route List workform by selecting the data elements in the Piece Display Options box on the left and clicking Add to move them to the box on the right.
11. Click OK to set the route list defaults and close the Route List dialog box.
12. Select File > Save.