Visibility that staff is working on a Borrowing or Lending request via facet
Description
Enhancing visibility into requests currently being processed by colleagues will significantly improve the efficiency and effectiveness of Resource Sharing Borrowing and Lending operations.
Please add a facet option to filter out any “free” requests that aren’t being worked on by other staff. By streamlining workflows, libraries can ensure a smoother process, a better client experience, and a more coordinated collaboration among borrowing and lending libraries.
Alternatively, it could be a note on the request or something similar - a visibility feature that allows staff to better allocate their time by avoiding overlaps and duplicate efforts.
Impact of Problem
Our workflows have multiple staff working on requests at the same time, and assigning yourself to a request does not appear for another staff attempting to modify the same request.
The lack of visibility into active request being processed leads to staff inadvertently working on the same requests simultaneously, resulting in duplicated efforts and wasted time. This inefficiency hinders the smooth fulfillment of requests and increases the workload for both borrowing and lending libraries.
Expected Outcome
With visibility of staff working on request through different Alma Borrowing or Lending facets, staff can quickly identify requests already being worked on and move on to the next available request. This improvement will help eliminate duplication, optimise Resource Sharing workflows, and enhance request fulfillment efficiency across partner libraries.
Keywords
Resource Sharing, Requests, Efficiency, Workflow Optimisation
Margarita Matveeva
shared this idea
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Is the Assignment facet not helpful (see attached) ?
