Route List Workform

Use the Route List workform to:

• Name the route list - Type a name in the Name box.
• Indicate the library that owns the route list - Select the library in the Owner box.
• Add the members and the issues to be routed - Click  or select View, General if you are on the Route Slip view.   
• Set up the route slip - Click or select View, Route Slip.
• Edit a member’s note - If there is a note next to the member’s name, you can edit it by double-clicking on it.

Route List Workform - General View

Use the General view on the Route List workform to:

• Select the people on the route list - Click . The New Route List Member dialog box appears. Click Find to locate a person registered as a patron in Polaris, or type their name in the Route to box. If you want to enter a note regarding this member, type it in the Notes box.
• Select the publications to be routed - Click . The Find Tool appears. Search for and select the serials title to be routed. See f.

Route List Workform - Route Slip View

Use the Route Slip view to:

• Specify the time period for which the piece is to be routed - Type the number and select days or weeks in the Route Period boxes.
• Specify where the piece is to be returned after routing - Select the library in the Home Location box.
• Include return instructions on the route slip - Type the instructions in the Return Instructions box.
• Include a header and/or footer on the route slip - Type the information  in the Header and Footer boxes.