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
Use this procedure to modify the properties of an existing reservation request.
1. Click Physical then Reservations from the Top menu.
The Reservation Search Results Page
is displayed.
2. Locate the reservation request to edit and click Edit then Edit Request from its
Action menu. The
Create or Edit Request Page is displayed.
Permissions: The PCM.Reservation.Edit right is required to perform
this task. This right is assigned by default to the predefined PCM Administrator role. A user can edit an owned reservation without this
right depending on the settings when PCM was configured.
Processing Reservations 10-5
3. Modify the properties of the reservation request and click Submit Update when
finished.
10.3.3 Deleting a Reservation Request
Use this procedure to delete an existing reservation request. Deleting a reservation request effectively cancels it.
1. Click Physical then Reservations from the Top menu.
The Reservation Search Results Page
is displayed.
2. Locate the reservation request to delete and click Delete Request from its Action
menu. The reservation request is deleted immediately, without any further prompts. If
there were no errors, a message is displayed stating the reservation request was deleted successfully.
10.3.4 Viewing Reservations for a Physical Item
Use this procedure to view all outstanding reservation requests for a physical item.
1.
Search for the physical item.
2. On the search results page, click Information then click View Reservations in the
items Action menu. 3.
The Reservation Search Results Page
is displayed listing all outstanding reservation request for the current physical item.
10.3.5 Changing the Status of a Request Item
Use this procedure to change the status of a request item in an existing reservation request.
1.
Search for the request item to change.
Permissions: The PCM.Reservation.Delete right is required to
perform this task. This right is assigned by default to the predefined PCM Administrator role. A user can delete an owned reservation
without this right depending on the setting when PCM is configured.
Permissions: The PCM.Reservation.Read right is required to
perform this task. This right is assigned by default to the predefined PCM Requestor and PCM Administrator roles.
Permissions: The PCM.Reservation.Edit right is required to perform
this task. This right is assigned by default to the predefined PCM Administrator role. Users can change the status of an owned
reservation without this right depending on the settings when PCM was configured.
10-6 Oracle Fusion Middleware Users Guide for Universal Records Management
2.
On the Reservation Search Results Page
locate the request item with statuses to
change and click Information then Request Item Information from its Action menu.
The Request Item Information Page
is displayed.
3. Choose Edit on the Page menu.
The Edit Request Item Page
is displayed.
4. Select a new status and click Submit Update when finished.
11
Managing Content 11-1
11
Managing Content
Content Folios and Content Basket are two ways to assemble and track groups of content. Full details about using Folios and Content Basket are discussed in the Oracle
Fusion Middleware Users Guide for Content Server. This chapter discusses the basics of these two methods used to handle content.
The Content Basket Page
is a personal storage space where a user can temporarily store multiple items for later processing. After adding items, a user can review the
content basket and make reservation requests for the items in the basket. This chapter discusses the following topics:
■
About Folios and Content Basket on page 11-1
