Task 1.1: Create and view a serial linked to a POL

This task assumes you are familiar enough with the Orders application to setup an Order and a Purchase Order Line which is required to complete the task.

1. Login to Snapshot or Snapshot-2 Folio with the username/password: acq-manager / acq-manager

2. Create an Order with Order type “Ongoing” (other details can be completed or left as necessary)

3. Add an Order line to the order for a single title (i.e. not a package order)

   1. Order format: Physical

   2. Receiving workflow: Independent order and receipt

   3. Other details can be completed or left as necessary

4. Navigate to the “Serials” application

5. Create a New serial record

6. Link the PO Line you have just created (click the “Select PO Line” button and search for the PO Line by title or number or other criteria)

7. Set Status to “Active” and Save & close

8. View the serial record and check all the information about the order and title is displayed as you would hope