Making suitable Request forms available in your system

Now that you know how to design/amend the layout of Request forms, you need to ensure that your system has all of the forms that you need for your requirements (as considered in an earlier section in this manual).

1. Check that the KBnew form collects the minimum amount of information that your library needs to collect for questions that will be added to the KB using this screen.
2. Check that the layout of the Comments form reflects what you need for your library.
3. Check that the layout of the Lost form reflects what you need for your library.
4. Create any specific Request forms that you need for your library (as decided in the earlier section of this manual.
5. Delete any forms that would never be applicable to your sort of library – the distribution forms that are not system forms, are only provided as examples and can be deleted.If there are some forms that you would like to keep, just in case they might become useful in the future, setting those forms to Invalid will ensure that they do not appear anywhere in your system. An easy way to set a form to invalid is, in Edit layout, to set the Question field to Hidden and do not provide a default value for it. For any forms that you keep in this way, check that the Request type used by each is one that you will always retain. This allows you to then go to the Request type code table and delete any Request types that are no longer needed – the clean-up that you have just done on the Request forms may allow some Request types that are now unused to be deleted (especially if you are at the stage of initial setup of your system).
6. Set the order of presentation of your forms, if not already done, using the Seq column.