Create Work Order linked to the Circulation Desk

Question

How to create a Work Order which can be processed at the Circulation Desk (e.g. enabling students to process binding items)?

Resolution

Set Up the Work Order:

1. Be at the Institution or Library Level. Note that if the Institution has one operational library (besides the Resource Sharing Library) - it is best to add the Work Order on the Library level.
2. In: Configuration > General > Work Order Types
3. Add Work Order Type > Fill the menu; decide here if the Work Order will recall loans
4. In (...) Actions - Manage Statuses. Add any status (work order stage) such as Binding, Repair, Restoration.
5. Because of the next step, it is not needed to add a Department. 

Link the Work Order to the Circulation Desk:

1. Configuration >  select the Library level
2. Fulfillment > Circulation Desks
3. Edit > in Work Order Types (tab) > add the Work Order Type.

Additional Information

Click here for documentation about "Managing Requests and Work Orders".

Read here regarding "Configuring Work Orders and Departments".

Online Help on "Configuring Work Orders and Departments" - clickable here. 

• Article last edited: 26-FEB-2020