Workflow for information requests

In This Topic

In this workflow we'll process a request for information. We'll use Requests to:

Assign the request to a staff member.
Add the sources used to complete the request.
Put together a bibliography of items that relate to the request.

Step	Task	Request status
1.	Navigate to the Requests module.	Pending review
2.	Click "Pending" card under "Other" and locate the request you want.
3.	Click Assign on the Action Menu to assign the request either to yourself or to the relevant staff member. Once this has been done if you navigate to the home screen of the Requests module you’ll see a new row of cards titled "Assigned to me". Note: As of Spydus 10.5.1, it is no longer required to Assign a request to a user before setting it to In Process.	Assigned
4.	Locate the request, click on it to highlight it, and then click In Process on the Action Menu. Select the relevant notification option from the Notes dropdown and select the Notify Borrower checkbox if you wish to update them on the status of their request.	In Process
5.	Click on the request to highlight it, and then click Edit on the Action Menu to display details of the request.
6.	Navigate to the "Research" section.
7.	If the borrower has provided you with further information about their request you can click Add in the "Updated information with requestor" section and add further details.
8.	If you would like to provide the borrower with additional sources that have been used to complete their request or that they can use for further research, click Add in the "Sources" section and provide information about your sources, for example, whether the source was the internet, a conversation, or an information database. You can also specify a cost for your sources if needed.
9.	If you have items in your collection that relate to the request you can put together a bibliography for the borrower. Do this by clicking Add in the "Bibliographic" section and searching for the items that you would like to link to the request.
10.	When you have finished processing the request, select Save & Close.
11.	When you are happy that the request has been satisfied, click Complete from the Action Menu and notify the borrower.	Completed