Approving and Assigning Deposits
To approve deposits, you must have one of the following roles:
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Deposit Operator
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Deposit Operator Extended
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General System Administrator
Approving Deposits

You can also open to a specific tab directly by selecting one of the following tasks in the Tasks List in the persistent menu (see Tasks in the Task List).
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Approve Deposits - Assigned to Me
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Approve Deposits - Unassigned
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Approve Deposits - Assigned to Others
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Open the Approve Deposits page (Resource Management > Deposits > Approve Deposits).
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Select one of the following tabs: Assigned to Me, Unassigned, or Assigned to Others.
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Select the deposits that you want to process.
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Select Process Selected and choose one of the following actions:
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Approve – Approve the deposits.
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Decline – Reject the deposits. Rejection emails are sent to the depositors. To configure the available reasons, see Configuring Deposit Decline Reasons.
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Return – Return the deposits to the depositors for correction. To configure the available reasons, see Configuring Deposit Return Reasons.
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Open the Approve Deposits page (Resource Management > Deposits > Approve Deposits).
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Select one of the following tabs: Assigned to Me, Unassigned, or Assigned to Others.
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Select the title of a deposit. The following tab appears:
Approve Deposits Information -
Review and update the following information as needed for the deposit:
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Storage Path – View the storage location of the digital file.
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Edit Record – Open the MD editor (requires cataloging permissions).
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Edit Representation – Open the Digital Representation Editor (requires digital inventory editing permissions).
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Record tab – View the bibliographic record of the deposit.
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Notes Tab – Add notes concerning the deposit.
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Select one of the following buttons that appear on the top of the page:
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Approve – Approve the deposit.
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Decline – Reject the deposit. A rejection email is sent to the depositor. To configure the available reasons, see Configuring Deposit Decline Reasons.
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Return – Return the deposit to the depositor for correction. To configure the available reasons, see Configuring Deposit Return Reasons.
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If you approved, declined, or returned a deposit, a preview of the email that is sent to the depositor appears. You can add a note and edit these emails prior to selecting Send EMail. For the declined and returned emails, you can also select a reason from the drop-down list. To configure the default emails. see Configuring Patron Deposit Templates.
Approved Email MessageDeclined Email MessageReturned Email Message
Assigning Deposits
You can assign deposits to another user.
- Select the deposits that you want to assign to another user.
- Select Assign Selected > Assign to. The following appears:
Assign To
- From the Assign to drop-down list, select the user to which you want to assign the deposit.
- Enter a note, if desired.
- To send an email notification to the person to which you assigned the deposit, select Send Email.
- Select Assign.
The deposit is assigned.
You can release an assigned deposit and make it unassigned.
- Select the deposit you want to release.
- Select Assign Selected > Release Assignment.
The deposit is unassigned and appears in the Unassigned tab.