Analytics Evidence FESA1 - Only Active, Cancelled, and Closed PO Line status values mapped to Funds Expenditure

status: open
priority: high
subject area: funds expenditure
acquisitions

Use Case:

Acquisitions managers often need to build reports for bibliographers or budget officers for various POL statuses such as Sent or Waiting for Renewal, in order to determine where PO Lines are in the workflow and what subsequent action to take, especially for collection development purposes or around the end of the fiscal year.

The current Analytics POL status values of Active, Cancelled, and Closed are not sufficient and need more granularity.

From the IGeLU-ELUNA Analytics Working Group, Analytics Evidence Document

Please send questions or comments to the Analytics Working Group Listserv