Borrowing - Request completed check
We would like to propose an enhancement request for Resource Sharing - Borrowing where, when you return a book, you get the option to "Complete the request" with a box you can check, like you have when you receive an article (digital or physical non-returnable). Now the status is changed to Returned item to partner, but if you work with non Alma suppliers, this status is superfluous because there will be no Checked in on the Lending side which changes the status to Request completed.
Borrowing Workflow Profile has an option for ‘Lender check in’.
If you remove that from the workflow profile that is linked to the request’s partner, returning an item will immediately consider the request completed, without waiting for a lender check in confirmation.
Workflow profiles are attached to the partner record, so you can set up this type of workflow for some partners and a different one for others
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Yes. Workflow profiles are attached to the partner record. So, you can define two workflow profiles, so that one will require waiting for a check in message and one will not. Then you can link the first profile to the Alma partners and the second to the none-Alma partners.
Moshe
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Anonymous commented
Hi Moshe,
We use a combination of Alma suppliers and non Alma suppliers, so we'd want the Lending side to complete the request if it's an Alma suppliers, is this still possible if we change the workflow profile ?
kind regards,
Jorinde -
Hi,
Please note that the Borrowing Workflow Profile has an option for 'Lender check in'. Of you remove that from the workflow profile that is linked to the request's partner, returning an item will immediately consider the request completed, without waiting for a lender check in confirmation.
You can find more information on workflow profiles at https://knowledge.exlibrisgroup.com/@api/deki/files/40785/Workflow_Profiles.pptx?revision=1. The 'Lender check in' action is described in slides 25,26.
Thanks,
Moshe