navigator workflow powerpoint

Post on 21-Jun-2015

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PowerPoint for the webinar. Review of the basic workflows in Navigator and give you a brief introduction into both the staff and patron sides of the Navigator interface.

TRANSCRIPT

Navigator Workflow

1

Lending – Basic Workflow

2

Lending – Returned Item Workflow

3

Lending – Overdue Notice Workflow

4

Lending – Cancellation Workflow

5

Lending – Recall a Loaned Item Workflow

6

Lending – Renewal Request Workflow

7

Lending – Additional ProceduresResponding to questions about a request1. Search for the item using one of the request searches.2. Display the details of the request.3. Review the details for the answer to the question.

Monitoring lending process:1. Select appropriate report in Reports area.2. Generate report.3. Print or copy as needed.

Batch Processing:1. Use Batch Update for multiple items2. Use individual request record for single items3. Use individual request if decision not to use Batch

8

Borrowing – Request Not Processed Workflow

9

Borrowing – Process Received Requests Workflow

10

Borrowing – Requested Item Returned Workflow

11

Borrowing – Renewal Request Workflow

12

Borrowing – Request No Longer Needed Workflow

13

Borrowing – Lender Recall Workflow

14

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