[Wactclc-primo] Please review and close old, stale or no longer relevant cases

[Guidry, Wade]

Yes ☺

There are some very old cases, dating from ORCA days, which I don’t have the ability to close on my account.

As well there are more recent cases, but still pretty stale, in various statuses like ‘waiting for customer reply’.

I expect those cases pre-date the 2 week time out for cases that sit too long at ‘pending customer reply’.


Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474

Pronouns: he/him/his


From: Wactclc-primo [mailto:wactclc-primo-bounces at lists.ctc.edu] On Behalf Of Daniel Moore
Sent: Tuesday, February 18, 2020 8:15 AM
To: WACTCLC Primo discussions <wactclc-primo at lists.ctc.edu>
Cc: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-primo] Please review and close old, stale or no longer relevant cases

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Folks have old cases? Ex Libris seems too expedient to close mine. :-|

-Dan

On Fri, Feb 14, 2020 at 3:23 PM Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>> wrote:
I’d like everyone, as time permits, to review your institution’s cases, particularly ones prior to 2018, and close any non-relevant, resolved cases, or cases that have been resolved but are still stuck at ‘awaiting customer reply’, ‘pending customer reply’, etc.
Or, if the case is still valid, and is NEW or at TIER * NEW, and has been in ExL’s court for a month or more,  you can add a comment asking for an update from ExL.

It would greatly help in the cause of evaluating our cases at a consortium level. And keeping those valid cases living.

After logging into Salesforce, you can go to the “Search Cases” tab, and use the “Case Options” pulldown to scope the list cases along different facets:

[cid:image001.png at 01D5E663.6F17A8F0]


Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474

Pronouns: he/him/his




--
Regards,

Dan Moore
Systems and Collections Librarian
Edmonds Community College Library
dan.moore at edcc.edu<mailto:dan.moore at edcc.edu> / daniel.moore at email.edcc.edu<mailto:daniel.moore at email.edcc.edu>
(425) 640-1526
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