[Wactclc-alma] [EXTERNAL] Request for guidance - setting up a follow up notification for users contacted by a job in Alma

[Daniel Moore]

Clare Bryant saved the day!

For any notification job that runs, you can find it in the job history
screen and use the export feature to create a spreadsheet of the primary
identifiers of the people who were contacted. Then, create a new itemized
set and upload that Excel file (with PRIMARYIDENTIFIER in all caps at the
top to set the schema).

-Dan

On Tue, Nov 16, 2021 at 3:18 PM Skirko, Tria <TSkirko at wvc.edu> wrote:

> I unfortunately cannot help with some fancy easy way to do this.  BUT I am
> here to appreciate the use of the word, bailiwick.
>
>
>
> Good luck!
>
>
>
> Tria
>
>
>
> *Please use my booking calendar
> <https://outlook.office365.com/owa/calendar/TriaSkirkoBookWithMe@wvc.edu/bookings/>
> for a scheduled appointment, or reach out and we’ll find a good time to
> zoom/call/meet in person.*
>
>
>
> *WVC Libraries support our students and college efforts with in-person
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>
>
> *From:* Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> *On Behalf Of *Daniel
> Moore
> *Sent:* Tuesday, November 16, 2021 2:52 PM
> *To:* WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
> *Subject:* [EXTERNAL][Wactclc-alma] Request for guidance - setting up a
> follow up notification for users contacted by a job in Alma
>
>
>
> Hi all,
>
>
>
> I'm hoping to lean heavily on some Collective Wisdom here, as letters
> aren't usually my bailiwick.
>
>
>
> We had left enabled a fulfillment job to send out borrowing activity
> letters on the 2nd of every month. We encountered an issue this quarter
> with tech finally coming up due and it's had the unfortunate consequence of
> boosting anxiety levels in our patrons. They've been contacting us about
> existing or lost loans, thinking that the letter they received requires
> some sort of immediate action.
>
>
>
> I can see the record of this job and I can even pull ctcLink IDs for those
> contacted, but, what I'd ideally love to do is create a set of users who
> were contacted, and then trigger a new job in Alma to send a follow-up
> message with some corrected information.
>
>
>
> Can anyone on the list reach out to me with some quick steps to create
> that user set? Any help would be greatly, greatly appreciated.
>
>
>
> Many thanks,
>
> Dan
>
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