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    Setting Up Work Orders

    Administrators are able to add a work order type and work order department in Alma to manage processes done on physical resources. Operators of a desk or department that work with a work order type will be able to scan items in and out of the process, update the resource’s handling status and so forth

    In this how-to document, we will add a “Repair” work order type and department, to handle damaged physical items.

    How to Set Up Work Orders

    1. Create a new work order type:
      1. To create a new work order type or edit a work order type that exists in Alma, go to: Configuration > General > Work Orders and Departments > Work Order Types.
      2. Locate the work order type you want or click Add Work Order Type to create a new one.
      3. Add a code, name, description (optional) and whether or not a work order request of this type will recall loans.

         Out-of-the-Box, the work order type’s name will be visible in Get It (this can be changed by editing the Get It labels, see Configuring Display Items).

        Add_Work_Order_Type.png 

        Add Work Order Type
    2. If needed, add statuses to the work order type to enable operators to monitor the resource’s handling.
      Select Manage Statuses (in the row actions list) and click Add Status in the Work Order Type Statuses screen.

      Manage_Add_Status.png 

      Manage/Add Status
    3. Decide who will handle these resources in Alma:
      When adding a work order type, a work order department is automatically created - the administrator can then change this setup if needed.
      1. If repairs are performed by a dedicated staff in its own department, you can create one or more work order departments for this work order type (see step 4).
      2. If repairs are performed by the circulation staff at the desk, it can be added as a process to the circulation desk (see step 5).

        It is also possible to set up both a dedicated department and circulation desk to handle repairs, in which case the library staff will be able to select who to send the resource to, depending on the amount or complexity of work required. To do this, perform step 4 and 5.

    4. To add a dedicated department to handle the work order type, go to Actions > Manage Departments.
      You can add as many departments as required in your institution and/or libraries.

      When adding a work order type, a work order department is automatically created - the administrator can then change this setup if needed.

       

      Each department can handle a single work order type.
      Work order departments can be added at the institution level or under a specific library depending on the Configuring: drop-down.

      Manage_Departments.png
      Manage Departments 
      1. Enter the department information: Name, code, description, how long handling is expected to take and department printer.

        Out-of-the-Box, the expected handling time will be visible in Get It (this can be changed by editing the Get It labels, see Configuring Display Items). 

        Department_Details.png

        Department Details 
      2. Enter one or more libraries served by the department.
        Departments added at the institution level will default to serving all libraries in the institution, but this is configurable.
        Served_Libraries.png
        Served Libraries 
      3. Enter the department’s contact information (optional).

        Dept_Contact_Info.png 

        Department Contact Information
      4. Add one or more operators that can handle the resources in the department.

        Operators_Resource_Dept.png 

        Select Operators
    5. To enable handling the work order type in a circulation desk, select the library from the “Configuring” drop down.

      Configuring_Drop_Down.png 

      1. Go to Configuration > Fulfillment > Library Management > Circulation Desks.
      2. Edit the desk you want to add the work order type to, and navigate to the Work Order Types tab.
      3. Select the work order types you want to enable in the circulation desk and how long handling is expected to take for each. A desk can process several types of work orders.

        Out-of-the-Box, the expected handling time will be visible in Get It (this can be changed by editing the Get It labels, see Configuring Display Items). 

        Circ_Desks_Work_Order_Type.png
        Circulation Desk - Work Order Types 

    How Will Configuration Affect Daily Work Order Workflow

    Staff can place a work order of type “Repair” on an item.

    Place_Work_Order.png

    Repair Work Order

    The staff member selects the work order type, the department to handle it (if there’s more than one) and whether to place the item directly in the work order department (if the item is at hand) or trigger a pick-from-shelf workflow to get the item.

    Place_Item_In_Process.png

    Place Item in Process

    We configured the Main Library’s desk to handle items that require repairs and therefore, for Main Library items, staff can select it as the work order destination. 

    Work_Order_Destination1.png

    Work Order Destination

    Work_Order_Destination2.png

    Work Order Destination

    The work order operator can use the configured statuses to keep track of what needs to be done with a specific resource or move items between internal processes by changing the status.

    Config_Statuses3.png

    Work Order Status

    In Alma staff search, staff will be able to see the work order name, status code, handling department name and expected handling date.

    Work_order_search4.png

    Work Order Information

    Out-of-the-Box, Get It labels will display to patrons that the item is in process including the work order type name and expected handling time.

    Get_It_Labels5.png

    Get It Label