Accountability > Add Accountability Wizard

Add Accountability Wizard

The Add Accountability wizard allows accountability operators to assign classification, access restrictions, and need to know restrictions for both a title and an associated item. The following information is required when creating an accountability record.

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Item ID or call number/copy of the classified title

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Classification to be assigned to the item

To create accountability for an item

Click the Add Accountability wizard.

Use the Item Search to search the item to be made accountable.

Note: A title with bound-with links cannot be made accountable. You must assign accountability to the title before the bound-with link is created. In addition, titles with different clearance levels cannot be bound together.

If your search finds results, a list of matching records displays in the hit list area. If the Viewer is turned on, the selected title will display in the lower portion of the window with the tabs Description and Call Number/Item.

Select the item, click Create, and the Title Information tab displays.

Or, if the title is already accountable, accountability tabs display with previously entered data. Modify the fields on these tabs as required.

On the Title Information Tab: Accountability tab, select a Classification and Bib Classification from the drop-down lists.

Click Create and dialog box displays the message ”Accountability created.”

Note: If you selected a classification and/or bib classification that exceeds your user clearance level, the wizard will display an error message. You will need to modify the level(s) to be equal to or lower than your clearance before continuing.

Click OK in the dialog box, and the Access Restrictions, Need to Know, and Item Information tabs appear.

Note: The Access Restrictions and Need to Know tabs appear only if configured in wizard properties to display.

On the Title Info tab, complete values for Pending Classification, Regrade Date, and Regrade Note, if needed.

Click the Access Restrictions Tab and select an Access Restriction from the drop-down list. Select a Review Date using the Calendar gadget. Add more access restriction values using the helpers at the top of the tab.

Click the Need to Know Tab and select a Need to Know value from the drop-down list. Select a Review Date using the Calendar gadget. Add more need to know values using the helpers at the top of the tab.

Click the Item Information Tab: Accountability. Items may need to be reviewed because item accountability is created at the same time as title accountability and with the same basic values. On this tab, the items are presented in a call number/item tree format. As you click each item in the tree, the item accountability fields appear in the right pane. Modify and add item accountability information as needed. For information about the fields on this tab, see the tab topic.

After updating information on the accountability tabs, click Modify to complete your changes, and a ”Record updated” message displays.

After adding an accountable item, click one of the following options.

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Modify to continue to make modifications to this accountable item

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Return to Search to return to the search list

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New Search to search another item

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Close to exit the Add Accountability wizard