Claims Activity Entry

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How to enter a claim.

Step 1-Enter ID number or locate iMIS record with the membership or subscription that entitles the customer to the issue(s) they are claiming.


Step 2-CLICK Activities tab and you can choose one of 2 ways to choose the claims activity:

You may click the drop down on the right and choose Claim
or
If you have All activities showing you may double click any activity> click New> and type in the word Claim.

Step 3-Complete the claim activity fields with the product code, number of copies, volume, issue and either M for a membership claim or S for a subscriptions claim.


Step 4-Click SAVE

REMEMBER!

The following titles must be entered into iMIS individually when processing claims:

Children & Libraries;

Documents to the People;

Information Technology and Libraries;

Knowledge Quest;

Library Administration & Management;

Library Resources & Technical Services;

Reference & User Services;

Young Adult Library Services.

The above claims are to be entered individually (there can be no multiple claims; each issue has to be entered separately). This is due to the back issue labels for these publications being done by a new printer.

Personal tools
membership
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