Print a Route Slip

To print a route slip:

Note:
If the issue/part does not have a route list associated with it, you can select Tools, Add to route list on the Issue, Part, or Check In workform. Or, right-click on the issue/part in the Find Tool results list and select Add to route list. The Find Tool appears with Route List selected. Search for and select the route list that you want to associate with the issue/part.

Display the Check In workform for the issue you want to route.

Tip:
You can also select the issue from the Find Tool results list, right-click and select Check in. The issue is checked in and the route slip is printed.

Select the issue to check in, double-click it or select Tools, Check in.

The issue is checked in and the route slip is printed if the print method in the Polaris Administration profile Route list defaults is set to Automatic. If the print method is set to Batch, the route slip is sent to a batch file that you can print by selecting Serials, Batch Print, Route Slip.

Note:
The example below shows a route slip printed on a receipt printer. Only the title of the issue, the list of people to whom the issue is routed, and the return by date is printed. If you do not use a receipt printer, more information may appear on the route slip depending on what is set in the Route List workform. See Create a route list.

Related Information

Route list setup - Route lists define the names on the route slip, the titles to be routed, the time period for which the issues are routed, and other information. For information on setting up route lists, see Creating Route Lists.
Route list defaults - Your system administrator can set up defaults for all the route lists for your organization. See Set up serials route list defaults.
Item records linked to routed issues - If a routed issue is linked to an item record, the item’s circulation status is Routed. If you try to check out a routed item, you will receive an error message. Check the item in to change its circulation status from Routed to In, and then check it out. Or, go to the Notes view on the linked Issue record and change the issue’s status to Returned or blank. The item record’s circulation status will be changed to In.