Who?What?Where?
When logging into Workflows for the first time, you might see 'Floating Station' as the only option. What is the first step to fix this and enable the library workstation dropdown menu?
Log In with "Floating Station" to access the preference menu.
A patron wants to renew an item over the phone. Which right-click menu option should be used in their checkout list?
what is "Renew Unseen"
In the Workflows interface, which feature appears as text with a dotted underline and provides more information in a pop-up when clicked?
What is the primary difference in how an 'Alert' and a 'Note' are displayed when a staff member pulls up a user's record in the 'Checkout' wizard?
An Alert pops up in a separate window, while a note is viewable in the user's account details.
A staff member discovers damage to a book after it has already been checked in and the 'Check In' wizard has been closed. How can they identify the last patron who borrowed the item?
Use the "Item Search and Display wizard"
What is the key difference between using the 'Check In' wizard and the 'Checkin Bookdrop' wizard?
The "Checkin Bookdrop" Wizard allows you to enter a past date of return.
In the 'User Registration' wizard, which tab is used to set the date when a user's borrowing privileges will expire?
Which search type in the 'Item Search and Display' wizard would you use to find an exact match for a Library of Congress (LOC) call number?
What is "Exact" Search
During checkout, a message appears stating a user's privilege has expired. According to the training material, what is the first action to take from the error message box?
When renewing materials for a patron using the 'Renew Items by User' wizard, an item cannot be renewed due to a hold. What must a staff member do to proceed with the renewal anyway?
Enter the override code in the pop up and click "override and renew Items"
What is the key difference between marking an item 'Missing' versus marking it 'Lost'?
"'Missing' is used when a book cannot be found in the library, while 'Lost' is used when a patron reports they have lost an item."
A student has forgotten their library card but knows their 9-digit Student ID number. In the 'Display User' wizard, how would you look them up?
Click the "user search helper" wizard, select alt ID and type in the W Number.
Where is the best place within WorkFlows to get a comprehensive overview of a patron's account, including current checkouts, holds, and bills?
The "Display User" Wizard
When an item with a hold is checked in, the system alerts the staff that it is 'Trapped for Hold'. What is the next immediate step in the process?
Print the Hold slip that the system prompts you to generate.
Under what circumstance would a library staff member use the 'Add Brief Title' wizard?
"When a patron wants to check out an item, like a paperback, that has a barcode but is not in the catalog."
A patron claims they returned a book, but it is still on their account. After right-clicking the item in their checkout list, which option should be selected to document their claim?
"Claims Returned"
A patron wants to know their position in the waitlist for a popular book. Which wizard provides the most direct way to see the entire hold queue for that specific title?
Display Title Holds Wizard
If a student provides a temporary or alternate address, the training guide recommends entering it into which field to prevent it from being overwritten?
The address 3 Section.
After using the 'Configure Options for Item Search' helper to narrow a search, what must staff remember to do to avoid issues with future searches?
"Change the settings back or close the wizard."
When checking out multiple items for a patron who needs them all due on the same, non-standard date, what is the most efficient method?
"Check the 'Apply Same Due Date' box, set the date, and then scan the items."
What is the final action required to complete the 2-step logout process from Workflows?
"Select 'Yes' to 'Halt the Workstation'."
In the 'Item Search and Display' wizard, which helper allows you to use Boolean operators like AND, OR, and NOT to create complex search queries?
"Advanced Search Helper"
What is the function of a 'Gadget' in the Symphony WorkFlows interface?
"To open a small tool, like a calendar for selecting dates."
When a staff member needs to find a list of all holds waiting on the shelf for a specific library, which report should they run?
"A circulation report called 'Holds on Shelf'."
A staff member is billing a user for a damaged item. After right-clicking the item and selecting 'Bill User for Item', what essential information must be entered in the following window?
"The reason for the bill (e.g., DAMAGE) and the monetary amount."