Claim returned process

Configure a claim return process

Library staff with administrative access to the Wise Manager can setup claim return processes and assign them to customer memberships. To configure claims returned:

1. Sign into the Wise Manager with administrative privileges.
2. Go to Products and services > Memberships > Card configuration > Claim returned process.
3. Click Open next to the Library organization to which you want to make changes.
4. Click New to create a new process, or to edit an existing process, click detail next to the process. The Claim returned process configuration screen opens.
5. Provide configuration details:
   • Institution: automatically filled by Wise
   • Process: Provide a 2-digit code
   • Description: A text description of the process
   • Discard item after (x) days: Enter the number of days the item will remain as Checked out/Missing on the customers account, during this time the customer and the library can look for the item.
   • Claim warning limit: The total number of claims a customer can make before staff will see a warning message when reporting another claimed returned item.
6. Click OK to save changes.
7. Assign the claim return process to library membership..
   • In the Manager, navigate to Products and services > Memberships > Membership settings > Membership definitions.
   • Click Open next to the library organization to which you want to make changes.
   • Click Detail next to the membership to which you want to add a claim return process.
   • Choose the Change radio button and click OK to make changes to the membership.
   • Select a Claim return process from the drop-down menu.
8. Click OK to save changes.