acq:startingacq
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acq:startingacq [2018/10/22 19:27] – [Monetary Investments] tlittle | acq:startingacq [2019/04/11 17:18] – [Competencies] tlittle | ||
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- | ===== Competencies ===== | ||
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- | Before moving to the live PINES server, libraries testing Acquisitions will need to demonstrate ongoing compentency in the following areas. This is to ensure the integrity of the PINES database. | ||
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- | * Fund set-up and management including verification that fund tracking is working; | ||
- | * Order management including but not limited to: selection list creation, purchase order creation, EDI ordering, uploading order records from vendors, non-EDI ordering, receiving orders, invoice creation, linking EDI invoices to purchase orders, paying invoices, canceling orders; | ||
- | * Workflow testing and integration with cataloging; | ||
- | * Reports testing. | ||
===== Training ===== | ===== Training ===== | ||
- | Like the cataloging CAT1 training, Acquisitions training is required before staff are given Acquisitions permissions. Training is generally 1 to 2 days long and is conducted by the PINES Acquisitions Specialist. Any staff member needing [[: | + | Like the cataloging CAT1 training, Acquisitions training is required before staff are given Acquisitions permissions. Training is generally 1 to 2 days long and is conducted by the PINES Acquisitions Specialist. Any staff member needing |
===== Monetary Investments ===== | ===== Monetary Investments ===== |
acq/startingacq.txt · Last modified: 2021/07/12 12:58 by tlittle