Setting a Status to Change Automatically

You can set some item statuses to change automatically to another status after a specified number of days. This lets you automate some maintenance tasks to keep certain statuses more current. You can also change the default status for items that your staff checks in using the Damaged Checkin mode.

To set a status to change automatically

1 Open the location view in the Table Editor.
2 Display these fields:

3 Complete or update one or more of these fields:

Field

Action

Lost to Missing (days)

Enter the number of days that you want an item to keep its “Lost” status before the status automatically changes to “Missing.”

Important: Changing the status from “Lost” to “Missing” breaks the link between the item and the borrower who lost it. The lost item stays in the burb table and on the borrower’s list of items out until the lost item is checked in, but the borrower ID is no longer stored on the item record.

To keep the link, you must enter information in the Days History field for the Lost block type before the item is declared lost. This lets Horizon keep the Lost block in history after the block is resolved (for example, after the item is paid for). (For instructions on setting up blocks, see Setting Up Blocks.)

Claimed Ret. to Missing (days)

Enter the number of days that you want an item to keep its “Claimed Returned” status before the status automatically changes to “Missing.”

Important: Changing the status from “Claimed Returned” to “Missing” lets Horizon delete the circulation history that ties the “Claimed Returned” status to the borrower.

On Reshelving Cart (days)

Enter the number of days you want an item to keep its “On Reshelving Cart” status before the status automatically changes to “Checked In.”

Enter “0” (zero) if you want the checked-in items to take the status of “Checked In” immediately instead of first having the “On Reshelving Cart” status.

4 Display the Damaged-Cki field:

5 Enter or choose the code for the status that you want Horizon to assign to items that are checked in using the Damaged Checkin mode.

If you leave this field blank, Horizon uses the “Damaged” status.

6 Page down as necessary to display the Overdue to Lost (days) field.
7 Enter the number of days after which an item is set as Overdue that Horizon will automatically set the item status to Lost.

Important: This must be a non-zero value.

 


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