Hold request workflows
Learn about workflows involving hold requests within the Wise staff client.
- Place hold requests
- Learn about the various methods for placing hold requests within the Wise client.
- Branch affinity factor
- Learn about how the branch affinity factor and timeframes apply to hold requests.
- Cancel or delete a hold request
- Learn how to cancel pending hold requests in the Wise staff client.
- Check in and check out hold requests
- Learn how to check in and check out hold requests.
- Clear unclaimed holds
- Learn how to clear unclaimed hold requests from the hold shelf.
- Group hold requests
- Learn how to use the clipboard to place a group hold request on a set of titles.
- Home Delivery Holds
- Learn how to process Home Delivery hold requests.
- Identify customers that did not receive hold notifications
- Learn how to use the Show holds report to find customers that did not receive hold notifications.
- Place a hold on multiple copies of the same title
- Find information on how to place holds on multiple copies of the same title. This option is often used to reserve items for book clubs or events.
- Place materials on transport
- Learn how to manually place materials on transport to another branch.
- Process a hold request with no items
- Learn how to process a hold request for a title with no items.
- Replace a hold title
- Learn how to replace the title associated with a hold request.
- Service Point Holds
- Learn how to process Service Point Holds
- Settle and restore holds
- Find information about the settle and restore options for hold requests.
- Unable to process a hold
- Find information about the reasons why a hold request may not be processed.
- View log data for hold requests
- Find information about log event codes, and where to view log data for hold requests in the Client.