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: firstname.lastname@example.org. Leave all formatting and structure in the Excel document intact.
Author: Elizabeth Dupuis
Approval Group: ILSSC
Update Group: BTECH
Last updated date: 10/16/15
Fri, 10/16/2015 – 09:51 — gdong
I just deleted the two periods to correct the ‘Internal Note”.
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.
Wed, 02/15/2012 – 10:45 — Charis Takaro
Screenshots updated to correct placement of date in note