Claim Workform

The Claim workform is generated when a claim is made for an item. See Claiming.

Use the Claim workform to:

Indicate a vendor’s response to a claim - Type the vendor’s response in the Response box.
Indicate the reason for the claim - Select a reason for the claim in the Reason box.
Enter details about the claimed item - Select View, General menu or click .
View the claim history for the item - Select View, History or click .

Claim Workform - General View

Use the General view on the Claim workform to:

Enter the quantity of items - Use the Quantity box.
Enter subscription information if the item is a subscription - Use the Start number, Start date, and Expiration date boxes.
Enter instructions to the supplier if the item is back-ordered -Use the Backorder box.
Enter notes regarding the supplier instructions - Use the Note box.
Enter the date the order for the item was confirmed - Use the Confirm Date box.
Enter the pre-publication title used to order the item - Use the Title Ordered As box.

Use the History view to review the item’s claim history and enter notes.