Setting Up the RTF Holds Routing Tables

To modify Holds Routing tables in Polaris System Administration (web-based)

Note:
This requires administrative-level permissions.

1. On the Home page, select Settings and Tables.

   The Settings and Tables page appears. The system displays the Settings tab by default.

2. Select the Tables tab.

3. In the Search box in the upper right corner, type "Routing".

   A list of routing tables appears.

4. Select a table you want to modify.

   The Holds Routing Sequences page for that table.

    

To insert or edit a Holds Routing branch

1. Open the Holds Routing Sequences page for the table.

2. Select one of the following:

   • Insert — The Insert - Holds Routing Sequences dialog for the routing sequence opens.

   • Edit — The Edit - Holds Routing Sequences dialog for the routing sequence opens.

3. Select the requester branch from the Requester Branch list.

   The requester branch is the pickup branch for the hold request.

4. Select a branch from the Responder Branch list.

   The responder branch is a branch that will be checked for an eligible item to fill the request.

5. In the Days at Branch field, enter the number of days the request will stay on the RTF list for the responder branch.

   The request stays on the RTF list for the responder branch until one of the following happens:

   • The responder branch fills the request

   • The responder branch denies the request or selects Ask Me Later

   • The set number of days at branch has passed

6. Select OK.

7. (Optional) To position the new branch in the correct sequence, select the branch, and then select one of the following:

   • Move Item Up

   • Move Item Down

8. (Optional) To delete a branch, select the branch, and select Delete .

9. Select SAVE.