Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Configuring E-Task Statuses

    Translatable
    To configure e-task statuses, you must have one of the following roles:
    • Repository Administrator
    When you manage electronic resource activation from Manage Inventory > Manage Electronic Resource Activation, you can assign a status to the electronic resource from a drop-down list. This section describes how you configure the statuses available to be assigned. For more information, see Managing Electronic Resource Activation.
    You configure the e-task statuses from the E-Activation Task Status Code Table page (Resource Management > Resource Configuration > Configuration Menu > Resources > General > E Task Statuses).
    E Task Status Table

    Adding an E-Task Status

    The tasks that you add are available to all libraries within the institution.
    You can also import information to the table from an Excel file (see Importing Code Table Information).
    To add a new e-task:
    1. On the E-Activation Task Status Code Table page, under Create New Code Table Row, click Add Row, and enter a code and description for the new e-task.
    2. Select the Default value check boxYes for the Default Value if the new e-task will be the default e-task whenever an e-task drop-down list is displayed.
    3. Click Add Row.
    4. Use the Move Up and Move Down arrows to set the order of the e-task.
    5. Click Save to store the new e-task details in the system.

    Editing E-Task Details

    You can edit the details of any e-task.
    To edit the details of an e-task:
    1. On the E-Activation Task Status Code Table page, locate the e-task that you want to edit.
    2. Use the up and down arrows to set the order of the e-tasks. The groups will appear in the defined order in all e-task drop-down lists.
    3. Modify the description to match your requirements.
    4. Select Default valueValue if the new e-task will be the default e-task whenever an e-task drop-down list is displayed.
    5. Click Save to store the modified e-task in the system.

    Deleting an E-Task

    You can delete an e-task if it is no longer required.
    To delete an e-task:
    1. Click Delete from the row actions list to the right of the e-task that you want to delete.
    2. Click Save to store the list of e-tasks without the deleted status.