Requests From File Workflow

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Before you work through the examples below, you will need to create a spreadsheet with request information. Use the RequestUploadSample.xls file attached at the bottom of the page. Fill in the information needed to create the requests. You do not need to use every column; you may delete columns you are not using. Do not change the column headers. Refer to the Field Customizations in the Staff Manager or the Aeon Field Mapping document for information about how your Aeon database fields are labeled. Save the requested file.

Example 1 – Requests for User

A patron has sent you a list of items they would like to request. Follow the instructions above to create an Excel file. You will search for the patron and create their requests. Then you will follow the Reading Room workflow to manage the requests.

Create Requests

  1. In the Dashboard Search Users group, type the name of the user you created during the Web Interface session into the Name field and hit Enter
  2. From the search results grid, double-click on the name to open the user record (if the name is unique, the record will open automatically)
  3. On the Home ribbon, click on the bottom half of the New Request for User button in the Requests group
  4. Select the New Requests from File option
  5. Browse to the file location where your user’s request spreadsheet is saved
  6. Click Open
  7. Verify the information on the Create Requests dialog box is correct
  8. Click Create Requests
  9. On the Requests Created dialog box, click OK
  10. Navigate to the Requests tab
  11. Note the new requests in the Awaiting Request Processing Queue
  12. Close the User record and the Search Users tab

Example 2 – Requests for Activity

You would like to use a list to create requests for an activity. Follow the instructions above to create an Excel file. You will create the activity and associate users. Then you will create the requests for the activity. Once the requests have been created, continue with the Activity Management workflow.

Set Up an Activity 

  1. On the Dashboard, in the Home ribbon, click the Activity button in the New group
  2. Enter the appropriate information for the class in the activity form on the Details tab (Note: Name and Type are required fields)
  3. Click on the Save Icon

Associate Users with the Activity

  1. In the Activity form, navigate to the Users tab
  2. Search for the patron user you created in the Web Interface session in the Search group
  3. Highlight the user record and either drag it from the Search Results group into the Associated Users group or click on the Add User button in the Options group
  4. In the Edit Notification E-mail box, choose Yes to view the email that will be sent to the user. Click Send E-mail
  5. Search for your own user account in the Search group
  6. Highlight the user record and either drag it from the Search Results group into the Associated Users group or click on the Add User button in the Options group
  7. Choose Cancel on the Edit Notification E-mail box

Create Requests

  1. Navigate to the Requests tab
  2. Click the New Requests from File button in the Requests group
  3. Browse to the file location where your user’s request spreadsheet is saved
  4. Click Open
  5. Verify the information on the Create Requests dialog box is correct
  6. Choose the correct user from the The new requests will be created for dropdown
  7. Click Create Requests
  8. On the Requests Created dialog box, click OK
  9. Note the new requests in the Awaiting Activity Processing Queue
  10. Close the Activity record

Sample Request

Please see the attached spreadsheet at the bottom of the page for a sample of a request.

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