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To configure any of the staff slips you encounter when checking in an item, like the Hold slip, see Staff slips for more information.
Table of Contents
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Permissions
The permissions listed below allow you FOLIO community documentation for Check in includes the permissions required to interact with the Check in app, and that determine what you can or cannot do within the app.
You can assign permissions to users in the Users app. If none of these permissions are assigned to a user, then they will be unable to see the Check in app or any related information.
Check in: all permissions. This permission allows the user to scan items in the Check In app and backdate Check In. However, this permission does not include being able to see details for items or patrons.
Checking in an item
Once a patron returns an item, check it in to remove it from the patron’s account and charge any applicable fees/fines. If the item is checked in at its effective location and no patrons requested it, it is marked as available.
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Time returned. The time the item was returned, based on when the item is checked in. Click the information icon to view the check in time it is processed as, if backdating the item, versus the actual time it is checked in. Additionally, if any fees/fines are owed, they are noted here.
Title. The title of the item.
Barcode. The barcode of the item.
Effective call number string. The full call number of the item, which includes the call number prefix, suffix, and copy number, as configured in the Inventory app.
Location. The permanent location of the item.
In-house use. If you are recording in-house use of an item, a house icon appears here. Otherwise, it appears blank. See Recording in-house use of an item for more information.
Status. The item status once checked in.
Actions. Click … to view additional item information or see the actions you can take on the item. See Getting additional item information for more information.
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Either scan the barcode of the item, or enter the barcode and click Enter. If the item needs to be sent to another location, an In transit dialog appears noting the item is in transit and needs to be routed to a different service point.
Optional: If you do not want to print a routing slip, clear check the Print slip checkbox.
Click Close to exit and print a routing slip, if selected. The item appears in the Scanned Items table and its status changes to In transit.
Checking in an item with a request (hold shelf
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fulfillment)
When a patron requests an item, checking the item in at its requested pickup service point triggers the hold.
Either scan the barcode of the item, or enter the barcode and click Enter. An Awaiting pickup for a request dialog appears noting the item is awaiting pickup and lists its pickup service point.
Optional: If you do not want to print a hold slip, clear check the Print slip checkbox.
Click Close to exit and print a hold slip, if selected. The item appears in the Scanned Items table and its status changes to Awaiting pickup. If configured, a pickup notice is sent to the patron once the check in session ends.
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Delivery requests are not treated any differently than items being routed to the hold shelf. The delivery request is triggered once the item is checked in at any location. See Processing delivery requests for more information.
When checking in a delivery request, you have two options: check the item out to the patron or wait to process the request.
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Either scan the barcode of the item, or enter the barcode and click Enter.
Optional: In the Route for delivery request dialog, if you do not want to print a request delivery slip, clear check the Print slip checkbox.
To check out the item to the patron, click Close and check out. The check out window appears and the item is automatically checked out to the patron.
To end the check out session, click End Session.
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Either scan the barcode of the item, or enter the barcode and click Enter.
Optional: In the Route for delivery request dialog, if you do not want to print a hold slip, clear check the Print slip checkbox.
Click Close. The Route for delivery request dialog closes, and the Item status changes to Awaiting delivery.
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If you forgot to print a transit slip or have transit slips turned off by default, you can print a transit slip after checking in an item. Transit slips are configured in the Settings app.
In the Actions column, click … > Print transit slip.
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You can manually create a new fee/fine for an item after checking it in.
In the Actions column, click … > New Fee/Fine.
In the New fee/fine screen, select a Fee/fine owner.
Select a Fee/fine type.
Enter a Fee/fine amount in the box.
Optional: Enter Additional information for staff in the box.
Optional: If you do not want to notify the patron about the fee/fine, clear the Notify patron checkbox.
To submit the fee/fine, click Charge only.
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