Allow us to change Circ Status to Withdrawn without checking the item in first.
It can be confusing when staff look at the history for an item and it says it was Checked in/Available and then it shows it as Withdrawn. This happens when we are preparing bills and we need to withdraw an item with the Circulation Status of Lost/Damaged/Replacement cost before we can bill the other library. It would be nice to open the Item Record for the specific item and declare it Withdrawn. I would suggest that a BIG RED BOX pop up and say "YOU ARE GETTING READY TO DECLARE THIS ITEM WITHDRAWN. IS THIS WHAT YOU WANT TO DO?"
Then have a box that says WITHDRAW and one that says CANCEL. This way the history will indicate that the Circulation Status went directly from Lost/Damaged/Replacement copy to Withdrawn.
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Hi Susan,
Polaris has the lost item transition process that would automatically transition lost items to Withdrawn after a set amount of time being lost and not require staff to check them in first. Does that process not work for your workflows?
Here is the help article about it for reference: https://documentation.iii.com/polaris/8.0/Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPitems/Set%20up%20lost%20item%20transition%20to%20missing%20or%20withdrawn.htm?