Rule Name: Stale Unfilled Flagger

What this Rule Does:
Looks at Borrowing Loan Requests in “Awaiting Unfilled Processing:”

  • Checks "Creation Date" field to see if the item was created more than 7 days ago.
  • Adds Stale Request Flag
  • Routes to custom queue (optional).
  • Sends email to patron updating them on their request (optional).

Why would you want to use this Rule?

  • Provides borrowing staff a way to determine what transactions in unfilled are problematic, and should be prioritized, purchased, or cancelled.
  • Patron can be automatically notified that their request wasn't found initially, but is still active and will be delayed.
  • Presents a daily proactive approach to updating patrons on problematic transactions that may take longer to retrieve.

What is needed to use this Rule?

  • Be an active user of IDS Logic
  • Be on at least version 8.5 of ILLiad to add flag.
  • If email notification is desired, the email template must be in the customization manager, and provided to IDS for configuration.
  • A subject for the email being sent should be provided.
  • If a shared server, the code for what NVTGC you would like the rule to run on.