Generate a printable "Workslip" from order details

Owned by Dennis Bridges
Last updated: Mar 15, 2022
2 min read

Problem(s):

  1. Similar to a function called “workslip” that we used to print out in Voyager for firm orders when items are received. Essentially, a means of sending special instructions from the selector such as RUSH/Notify xxx/Catalog for Ref. Coll./Withdraw earlier edition, etc. 

Use Cases & Requirements:

RequirementStatusUse cases

PENDING

We have folks using slips so they can keep the staff notes with the item, this way each person in the processing line does not have to open up the record to look if there is something special they are supposed to do.


PENDING

In general, the instructions contain information such as:
RPL: replacement and ixxxxxx: for record number - A code that lets staff know this is a replacement for an older copy
NEW/NOT NEW
location/itype info (J GRAPHIC, A(dult) MUSIC, A(dult) NF (nonfiction) - Location and item type/material type (for circulation)
Call number
date originally brought into our collection for replacements (the new ownership label will have this old date printed on it) (receipt date of original copy)
Receipt date


Should this be configurable


PENDING

This is just an example of Format as the specific form factor is not important to current workflows.


PENDING
In Europe this workslip would also include the accession number

PENDING

The librarian that is initially receiving the item would print this slip and fold it into the item. Often adding it between the pages.

PENDING

The library uses a color code for these "Streamers" that are added to the book to represent key details like "Rush"

PENDING

Users may not print this information they might just transcribe to a "streamer" special piece of paper because printing actually takes a while in our library


Proposed workflow:

  • Add action to order action menu for Print slip

  • Add action to RECEIVING action menu for Print slip

Questions for Users:

Question

Status

Conclusion

Comments


OPEN







Questions for Vendors:

Question

Status

Conclusion

Comments


CLOSED



Questions for Developers:

Question

Status

Conclusion

Comments

What are the required fields for a  FOLIO staff slip?

OPEN



Could a Staff slip be generated by the receiving app?

OPEN



In what module are staff slips generated

OPEN



Work Breakdown Structure:

Features:




UI Stories

MOD Stories