Request Manager enhancements 3/31

Tonight's the night the Request Manager page in the NHAIS ILL System gets a new look. The system will be offline for the software update starting at 10 o'clock tonight (Tuesday, Mar. 31). The outage should last no more than 15 minutes.

Key Changes:
•    Borrower Action Items and Lender Action Items will be displayed in a default set of groups of related statuses.
o    A count for the total number of requests in the Borrower Action Items and Lender Action Items sections is displayed.
•    Awaiting Lender Action and Awaiting Borrower Action sections replace “Items awaiting trading partner response” for borrowers and lenders, respectively.
o    A count for the total number of requests in the Awaiting Lender Action and Awaiting Borrower Action sections is displayed.
•    A Complete section, with a count, includes just those requests in “Complete” status – they have gone through the full ILL cycle and have been checked in by the lender.
•    There are three options for which statuses to display:
o    “All” – this is the default setting and includes all statuses, even those with 0 active requests
o    “Active” – includes only statuses with a count greater than 0 
o    “Unreviewed Notes” – includes only statuses with one or more requests with an unreviewed note
•    The displayed status selection (All, Active, or Unreviewed Notes) is sticky and will persist between sessions for individual logins.
o    The status selection remains available even when scrolling to the bottom of the Request Manager.
•    Active statuses with at least one request with an “Unreviewed Note” will display with a red dot next to the status to easily alert staff that there are notes to be reviewed.
•    The main sections (Borrower Action Items, Awaiting Lender Action, Complete, Lender Action Items, Awaiting Borrower Action, and Complete) can be individually collapsed or expanded.
•    Direct access to the ILL Administration User Guide section on the Request Manager is provided.
•    The Request Manager will automatically refresh every 30 seconds to display any updated statuses, e.g., new “Pending” requests in the Lender Action Items section.

The first two screenshots below are examples of the Request Manager with “All” statuses selected. These samples provided by Auto-Graphics include some spaces and statuses not used in the NHAIS ILL System. The order in which statuses are listed also varies from what you'll see in our system.

1.    “All” is the default selection.
a.    Click the 3-dot icon to access “Help” in the ILL Admin User Guide.
2.    There are 17 requests altogether in the Borrower Action Items grouping (4 Awaiting Approval + 2 Overdue + 5 Not Received/Overdue + 6 Expired).
a.    Click “^” to collapse the section.
3.    Requests for which the borrower is expected to take the next action are indicated with the count of requests in that status.
a.    Click in the row with a count to open that list of requests in that status. 
b.    Statuses with a count of 0 are displayed but grayed out.
4.    The red dot next to a status indicates there is at least one request in that status with an unreviewed note.
5.    When scrolling on the page, as shown below, the option to change the status selection remains available at the top of the page.

In the example below, the same Request Manager as shown above is limited to “Active” statuses.
•    “No Request” displays when there are no active requests in a section. 

In the example below, the same Request Manager as shown above is limited to “Unreviewed Notes.”

NOTE: Remember that the selection for All, Active, or Unreviewed Notes is sticky so it persists between logins. If “No Requests” is displayed for all sections, as above, check to be sure “Unreviewed Notes” isn’t selected as it will not display requests without an Unreviewed Note.

ALSO: The Request Manager has been added as an option for a staff user’s default opening page. To change the default opening page for your login, go to Your Account and select Your Preferences:

Select “Request Manager” from the drop-down menu in “Default Opening Page”: