Improve the Request Manager
Our staff complete weekly and monthly checks on hold requests to ensure our customer holds are being fulfilled in a timely manner.
To do so, staff check the hold status (Active vs Inactive), age of the hold against the hold type (item or bib level), number of available copies, and number of holds in the bib level queue. This requires staff to open item/bib records and return to the Request Manager list frequently, and can mean the review lasts over several days, making it hard to track where they were in the queue when they had to pause in the project.
We would like to request the following Request Manager improvements:
- Create an additional column that displays # of circulating (not Missing/Lost/Unavailable/Claimed) copies.
- Create an additional column that displays # of holds in the bib level queue.
- Create an additional column and corresponding button (similar to the “Located” button in Picklist) for “Reviewed by Staff on [Date]”.
- Make Request Manager columns exportable to Excel.
If these columns can also have a Settings option, the same way s the Find Tool columns can be customized, that would be helpful.
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Molly Komp
commented
I would like to add the ability to add the Notification Option as a column to the Request Manager. Or the ability to customize the columns for this as each library uses this slightly differently to fulfill daily tasks.