Ability to change the Requester in the Purchase Request form
Several new features were added to the Purchase Request workflow with the May and June 2018 releases.
One of these has meant a regression for our staff and negatively impacts the library services. In the past, any staff could create purchase requests in Alma, on behalf of academic staff, researchers and students. The patron name could be selected as Requester. This was particularly helpful to Circulation Desk operators and managers. Now, it is not possible anymore and the purchase request creator is automatically processed as Requester (unless the user has the new Purchase Request Operator or Manager roles). A user that does not have a Purchase Request Operator or Manager role has lost access to edit the Requester in the purchase request form. This is a loss in flexibility that impacts the services towards our end-users.
Please restore a possibility for operators allowed to create purchase requests to also be able to edit and change the Requester name.
As of December release it is possible to allow an Alma user that does not have the Purchase Request Operator or Manager role to create a purchase request and change the requester of the purchase request to another user. The user can search for other users from the purchase request pickup field and can set the user with the auto complete option. This option is disabled by default. To enable it, contact Ex Libris Support.
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François Renaville commented
This feature is now completed with the December 2018 release: "It is now possible to allow an Alma user that does not have the Purchase Request Operator or Manager role to create a purchase request and change the requester of the purchase request to another user. The user can search for other users from the purchase request pickup field and can set the user with the auto complete option. This option is disabled by default. To enable it, contact Ex Libris Support."
Thanks!!