[open-ils-commits] [GIT] Evergreen ILS branch master updated. 18c0241d4f8cc590f89070f767b786d58c312951

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- Log -----------------------------------------------------------------
commit 18c0241d4f8cc590f89070f767b786d58c312951
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date:   Thu Dec 8 21:31:25 2016 -0800

    Docs: LP1268054 add patron purchase request doc
    
    Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>

diff --git a/docs/acquisitions/purchase_requests_management.txt b/docs/acquisitions/purchase_requests_management.txt
new file mode 100644
index 0000000..d5cebb7
--- /dev/null
+++ b/docs/acquisitions/purchase_requests_management.txt
@@ -0,0 +1,53 @@
+Managing patron purchase requests
+---------------------------------
+
+indexterm:[purchase requests]
+
+Patrons may wish to suggest titles for your Library to purchase.  You can track these requests within Evergreen,
+whether or not you are using the acquisitions module for other purposes.  This section describes how you can
+manage these requests.
+
+. Go to Acquisitions -> Patron Requests.
+
+. The Requests Screen will show any other requests that patrons have made.  You may sort the requests by clicking on the column headers.
+
+. You can filter this screen by organizational unit or patron's barcode.  There are additional filter options available if you click on _Filter_.
+
+. To remove a user filter, click on _User_ and leave the barcode field blank.
+
+Adding a request
+~~~~~~~~~~~~~~~~
+
+You may add a patron purchase request using this screen.
+
+. To add the request, click the _Create Request_ button.
++
+NOTE: You will need the CREATE_PURCHASE_REQUEST permission to add a request.
++
+. If you have not already filtered the search using a patron's barcode, you will be prompted to enter it before starting the request.
+
+. The request type field is required.  Every other field is optional, although it is recommended that you enter as much information about the
+request as possible.
+
+. The _Pickup Library_, _User_, and _Request Date/Time_ field will be filled in automatically.
+
+. You have the option to automatically place a hold for the patron if your library decides to purchase the item.  If you'd like Evergreen to
+generate this hold, check the _Place Hold_ box.
+
+. When you have finished entering information about the request, click the _Save_ button.
+
+Adding requests to selection lists
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If you'd like to purchase a patron's request, follow these steps:
+
+. Click on the blue hyperlinked title of the patron's request.
+
+. Click the _Add to Selection List_ button.
+
+. Fill out the requested information. You can either add it to an existing selection list or a new one.
+
+. After you save the record, the request's _Add to Selection List_ button will change to a _View Selection List_ button that allows you to view the status of this patron request at a later time.
+
+. You can then use your Library's typical ordering process to purchase the item your patron has requested.
+
diff --git a/docs/acquisitions/purchase_requests_patron_view.txt b/docs/acquisitions/purchase_requests_patron_view.txt
new file mode 100644
index 0000000..621aaff
--- /dev/null
+++ b/docs/acquisitions/purchase_requests_patron_view.txt
@@ -0,0 +1,29 @@
+Placing purchase requests from a patron record
+----------------------------------------------
+
+indexterm:[patrons, purchase requests]
+
+Patrons may wish to suggest titles for your Library to purchase.  You can track these requests within Evergreen,
+whether or not you are using the acquisitions module for other purposes.  This section describes how you can record
+these requests within a patron's record.
+
+. Retrieve the patron's record.
+
+. Select Other --> Acquisition Requests. This takes you to the Requests Screen.
+
+. The Requests Screen will show any other requests that this patron has made.  You may sort the requests by clicking on the column headers.
+
+. To add the request, click the _Create Request_ button.
++
+NOTE: You will need the CREATE_PURCHASE_REQUEST permission to add a request.
++
+. The request type field is required.  Every other field is optional, although it is recommended that you enter as much information about the
+request as possible.
+
+. The _Pickup Library_, _User_, and _Request Date/Time_ field will be filled in automatically.
+
+. You have the option to automatically place a hold for the patron if your library decides to purchase the item.  If you'd like Evergreen to
+generate this hold, check the _Place Hold_ box.
+
+. When you have finished entering information about the request, click the _Save_ button.
+
diff --git a/docs/root.txt b/docs/root.txt
index 8934eae..d1eee95 100644
--- a/docs/root.txt
+++ b/docs/root.txt
@@ -309,6 +309,10 @@ include::acquisitions/receive_items_from_invoice.txt[]
 
 include::acquisitions/vandelay_acquisitions_integration.txt[]
 
+include::acquisitions/purchase_requests_patron_view.txt[]
+
+include::acquisitions/purchase_requests_management.txt[]
+
 
 Cataloging
 ==========

-----------------------------------------------------------------------

Summary of changes:
 docs/acquisitions/purchase_requests_management.txt |   53 ++++++++++++++++++++
 .../acquisitions/purchase_requests_patron_view.txt |   29 +++++++++++
 docs/root.txt                                      |    4 ++
 3 files changed, 86 insertions(+), 0 deletions(-)
 create mode 100644 docs/acquisitions/purchase_requests_management.txt
 create mode 100644 docs/acquisitions/purchase_requests_patron_view.txt


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