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Testing will take place September 9-13, 2024. Please have the form submitted by the end of the day on September 13, 2024.

Links

Test environment: https://folio-perf-vega-2nd-consortium.ci.folio.org/

Test credentials: (username/password)

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Feedback form:

Related Videos

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Link to video demonstration (s)of requesting functionality. You do not need to sign in to access the recording.

Lref gdrive file
url https://drive.google.com/file/d/1NRkCGwmehdQ9nxQ6ci3Xe7aEyd8T0XNu/view?usp=sharing

Instructions

1. Create a Title level request (workflow A)

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5. Edit a Title level request

   • Log in to

   • Navigate to the Requests app

   • Using the search box or filters on the left, look for one of the requests you created in steps 1-3

   • Select the request by clicking on it’s line in the results table

   • Review the following in the Request details pane: Request expiration date, Fulfillment preference, Pickup service point

   • Click on the Actions button in the Request details and select Edit

   • Edit the form by adding a Request expiration date, or by changing the Fulfillment preference or Pickup service point

   • Click Save & close

   • Click on the Actions menu in the Request details and select Edit again

   • Edit the form a second time by adding or changing the Request expiration date, or by changing the Fulfillment preference or Pickup service point

   • Click Cancel
     

6. Reorder a title request queue

   • Log in to

   • Navigate to the Requests app

   • Locate a request you created in steps 1-3

   • From the request details, select the Actions dropdown

   • Select Reorder queue

   • Using the 6 dots to the left of the Order column, click and drag a request to a different place in the queue

   • Pay attention to the number in the Order column
     

7. Cancel a title level request

   • Log in to

   • Navigate to the Requests app

   • Locate a request you created in steps 1-3

   • From the request details, select the Actions dropdown

   • Select Cancel

   • Select a Reason for cancellation from the dropdown menu

   • Click Confirm

   • Look at the request details and note the request status

     Questions for form

   • Were you able to cancel a request?

   Did

   the request status

   update to Closed - Cancelled?

   • If not, what does the request status show?

   Did this workflow meet your expectations?