Manage Serial Claims from the Issue Record Workform

You can claim a serial issue or undo a claim from the Issue Record workform.

This section covers the following topics:

• Claim an Issue from the Issue Record Workform
• Undo a Claim from the Issue Record Workform

Claim an Issue from the Issue Record Workform

Note:
You can claim serial issues 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 an issue from the Issue Record workform

1. On the Issue Record workform, select ACTIONS > Claim.

   

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

2. Select YES.

   The Claim Issue/Part dialog appears.

   

3. (Optional) Select a claim reason from the Reason list.
4. (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.

5. 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 Issue Record Workform

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, the serial issue must have a status of Claimed.

To undo a claim for an issue from the Issue Record workform

1. On the Issue Record workform, select ACTIONS > Undo Claim.

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

2. Select YES.

   Leap does the following:

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