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acq:startingacq [2018/10/22 19:27] – [Monetary Investments] tlittleacq: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 [[:acq:permissions#acqadmin|ACQADMIN]] or [[:acq:permissions#acqfin|ACQFIN]] permissions is required to complete this training before being granted permissions. It is highly encouraged that other staff who will be using the Acquisitions module also receive training. If staff members need additional training at a later date, additional in-person training days can be set or personal online training is also available.+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 **[[:acq:permissions#acqadmin|ACQADMIN]]** or **[[:acq:permissions#acqfin|ACQFIN]]** permissions is required to complete this training before being granted permissions. It is highly encouraged that other staff who will be using the Acquisitions module also receive training. If staff members need additional training at a later date, additional in-person training days can be set or personal online training is also available.
  
 ===== Monetary Investments ===== ===== Monetary Investments =====
acq/startingacq.txt · Last modified: 2021/07/12 12:58 by tlittle