Check in Items in Resource-Sharing Mode

Note:
You must have the Access Resource Sharing mode permission to access resource-sharing mode.

You can quickly check in resource-sharing items, such as from INN-Reach, by scanning or typing the item's barcode. If you have the appropriate license, and you select the INN-Reach view as the default check-in view in Leap, you can automatically go to that view when checking in items using Leap.

You can set the default view for the Leap Check In workform in Leap on the Workform User Defaults view of the Settings page. See Set Check In workform user default.

In the Polaris staff client, you can set the default view using the View menu on the Check In workform.

If your default is set to In House or Inventory mode in the staff client, the Leap Check In workform opens in the Normal view.

The Check in list view options parameter in Polaris Administration determines the columns that appear.

To check in resource-sharing items

  1. Select CHECK IN.

    The Check In workform opens.

  2. Select INN-Reach.

  3. Do one of the following to enter the resource-sharing item:

    • Type the barcode.

    • Use the Find tool to look up the barcode or the title.

    • Scan the barcode.

    Leap adds each item entered to the list, attempts to find a matching resource-sharing request, and opens the Brief Item Entry dialog.

  4. (Optional) To change information about this resource-sharing request, modify any of the fields, including the Barcode field.

  5. Select Continue.

    Leap prints a slip for the pickup branch either for the current branch or to ship to the requested pickup branch.

    Note:
    To modify print settings, go to your Leap profile > Settings > Print Options > ILL requests section.