Undoing, resetting, and recalling

Oops! You're processing incoming ILL requests and you realize you were a little too quick to choose Shipped for that request and now you want to undo it. You notice there's a Reset button right next to the Submit button--but what does it do?

Reset is helpful only if you've made changes to the statuses of requests on a page but haven't hit the Submit button yet. In that circumstance, Reset returns all the statuses to what they were as of the time you opened the page. If you've already hit Submit, Reset will only affect any changes made after Submit was last used.

If you catch your error on the same day that you marked a request Shipped, you have the option of choosing Undo Shipped.

To find the request and select Undo Shipped, click on Shipped under "Items awaiting trading partner response" near the bottom of the lender side of the Request Manager page.

Once submitted, the status will change to Pending and you can select Will Not Supply so the request will move down the lender list to the next potential lender.

Note: If you changed the Date Shipped when you initially marked the request Shipped, you may find that Undo Shipped does not appear in the list of choices when trying to change the status in the Lender's Full Record Display but does appear on the Lender's Shipped List. This is a bug being investigated by Auto-Graphics.

After overnight processing has occurred, Undo Shipped is no longer an option and you'll have to choose something else. The best option in that circumstance is Recall. Once submitted, click on Recalled under "Items awaiting trading partner response" on the lender side of the Request Manager page and choose Check In to complete the transaction. If you go this route, however, please remember to notify the borrower that a new request will need to be created.