Requests From File Workflow

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

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

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

4. In the Activity form, navigate to the Users tab
5. Search for the patron user you created in the Web Interface session 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. In the Edit Notification E-mail box, choose Yes to view the email that will be sent to the user. Click Send E-mail
8. Search for your own user account in the Search group
9. 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
10. Choose Cancel on the Edit Notification E-mail box

Create Requests

11. Navigate to the Requests tab
12. Click the New Requests from File button in the Requests group
13. Browse to the file location where your user’s request spreadsheet is saved
14. Click Open
15. Verify the information on the Create Requests dialog box is correct
16. Choose the correct user from the The new requests will be created for dropdown
17. Click Create Requests
18. On the Requests Created dialog box, click OK
19. Note the new requests in the Awaiting Activity Processing Queue
20. Close the Activity record

Sample Request

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