Modify a Hold

To modify a patron’s hold request:

1. Go to the Patron record | Holds view.

The patron’s holds list is displayed.

2. Select a hold in the list to open it.

The hold details are displayed.

Note:
To go to the Hold Request workform, click the Request ID link.

3. Modify the hold as follows:

• To change the date range for which the hold is active, click/tap inside the Activation box and choose the beginning date from the calendar. Then click/tap inside the Expiration box and choose the ending date from the calendar.
• To change the branch where the patron will pick up the item, choose a branch in the Pickupdrop-down list box.
• To change the notes that display with the hold request, choose the arrow next to Notes to expand the Notes area, and enter or edit the notes.
• To change the date range for which the hold is active, click/tap inside the Activation box and choose the beginning date from the calendar. Then click/tap inside the Expiration box and choose the ending date from the calendar.
• To change the branch where the patron will pick up the item, choose a branch in the Pickupdrop-down list box.
• To change the notes that display with the hold request, choose the arrow next to Notes to expand the Notes area, and enter or edit the notes.

4. When you are finished editing the hold request, choose SAVE.

The hold request is modified.