Refer for replacement: unit designee missing/bill paid

Author: Elizabeth Dupuis
Posted in: BTech

The “Refer for Replacement” procedures begin here.

Unit Designee Steps for “Missing 3 Months +” and “Billed/Paid”

Item Record Status Changing/Updating Steps:

1. The item record current status will be set to “f” Missing (referred to selector).  Change the status to “c” Missing (referred for order)

2. Add the below internal note

%date  Ordered per RFR process  [staff initials]

Note: The internal note is critical. For consistency, you should create a macro.  Macros: How to Create and Use

3. Email the replacement order Excel document to the Ordering Unit: orderdiv-library@berkeley.edu. Leave all formatting and structure in the Excel document intact.

 

 

 

Legacy Data
Author: Elizabeth Dupuis
Approval Group: ILSSC
Update Group: BTECH
Last updated date: 10/16/15

Archived Comments

Typo
Fri, 10/16/2015 – 09:51 — gdong
I just deleted the two periods to correct the ‘Internal Note”.
Thanks!

Typo
Mon, 02/02/2015 – 10:18 — mbuchman
Both examples in screenshots show a period after the word, “process” in the inserted note. Instructions lack the period.

Screenshots updated
Wed, 02/15/2012 – 10:45 — Charis Takaro
Screenshots updated to correct placement of date in note

Created: April 28, 2016
Last revised: February 15, 2017
Review date: None set

Comments 1

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