Processing Reservations 10-3
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Pickup : The intended recipient will pick up the physical content item in person.
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Email : The content item will be e-mailed to its intended recipient.
10.2.3 Priority
The priority of a reservation request specifies the urgency with which it must be fulfilled. User specify the desired priority when they create a reservation request. The
following priorities are supported:
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No Priority : Delivery of the requested item does not have any particular priority
there is no rush. The item can be delivered in accordance with the applicable fulfillment procedures.
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ASAP Rush : The requested item should be delivered to its intended recipient as
soon as possible after the reservation was made.
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This Morning : The requested item should be delivered to its intended recipient
the same morning the reservation was made.
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Today : The requested item should be delivered to its intended recipient the same
day the reservation was made.
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This Week : The requested item should be delivered to its intended recipient the
same week the reservation was made.
10.3 Managing Reservations
The following tasks are included when managing reservations:
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Creating a Reservation Request on page 10-3
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Editing a Reservation Request on page 10-4
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Deleting a Reservation Request on page 10-5
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Viewing Reservations for a Physical Item on page 10-5
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Changing the Status of a Request Item on page 10-5
10.3.1 Creating a Reservation Request
Use this procedure to create a new reservation request for one or more physical items. Reservation requests can only be made for physical external items. Error messages
are displayed if an attempt is made to reserve electronic internal items. By default, each user can place only one reservation request for the same item. If users
make reservation requests on behalf of multiple people for example, manager assistants, it may be useful to override this behavior. To do so, add the following
variable to the physicalcontentmanager_environment.cfg configuration file:
AllowMultipleRequests=true If a reservation request is created for a physical item containing other items, the other
items are included in the reservation. The child items are not seen in the request, but
Permissions: The PCM.Reservation.Create right is required to
perform this task. This right is assigned by default to the predefined PCM Requestor and PCM Administrator roles.
10-4 Oracle Fusion Middleware Users Guide for Universal Records Management
when a checkout is done for the parent item, all child items are also checked out. YA reqeust can be made for each of the child items, but they cannot be checked out until
the parent item is returned.
As soon as a reservation request is submitted, the status of all request items is automatically changed to In Process, unless their status is already In Process or
Checked Out. In that case, it is changed to Waiting List.
Users with the standard reservation privileges those with the predefined pcmrequestor role cannot make any changes to an existing reservation by default. In
order to edit existing reservation requests, they must be given the PCM.Reservation.Edit right.
To make a reservation request, complete the following steps:
1.
Search for the physical items to reserve and add them to the content basket.
2. Click My Content Server then click My Content Basket.
The Content Basket Page is displayed.
3. Select the box of each physical item to reserve and click Request then Request
Selected Items from the Table menu. To reserve all items in the content basket,
choose Request All Items.
A prompt is displayed asking if the selected items should be removed from the content basket after they are reserved.
4. Click Yes or No. Click Cancel to stop the reservation request.
The Create or Edit Request Page
is displayed.
5.
Specify the properties of the new reservation request, such as the transfer method, priority, and delivery location.
6. Click Create when finished.
The status of all request items is now automatically changed to In Process, unless their status is already In Process or Checked Out. In that case, it is changed to
Waiting List. The items are reserved and the administrator is notified about the reservation request. After the administrator processes the reservation request, it can be
fulfilled in accordance with the procedures in the organization.
10.3.2 Editing a Reservation Request
