Skip to main content
ExLibris

  • Subscribe by RSS
    • Back
    Alma
    ExLibris Dev

    Configuring E-Task Statuses

    1. Last updated
    2. Save as PDF
    Translatable
    To configure e-task statuses, you must have one of the following roles:
    • Repository Administrator
    When you manage electronic resource activation from Manage Inventory > Manage Electronic Resource Activations or Manage Inventory > Manage Electronic Resource Activations > Actions > Edit, you can assign a status to the electronic resource from a drop-down list. This section describes how you configure the statuses available to be assigned. For more information, see Managing Electronic Resource Activation.
    You configure the e-task statuses from the E-Activation Task Status Code Table page (Resource Management > Resource Configuration > Configuration Menu > General > E Task Statuses).
    E Task Statuses

    Adding an E-Task Status

    The tasks that you add are available to all libraries within the institution.
    You can also import information to the table from an Excel file; see Importing Code Table Information.
    To add a new e-task:
    1. On the E-Activation Task Status Code Table page, under Create New Code Table Row, enter a code for the new e-task.
    2. Enter a code and description for the new e-task.
    3. Select the Default value check box if the new e-task will be the default e-task whenever an e-task drop-down list is displayed.
    4. Click Add Row. The new e-task is displayed at the bottom of the list of defined e-tasks. Use the Move Up and Move Down arrows to set the order of the e-task.
    5. Click Save to store the new e-task details in the system.

    Editing E-Task Details

    You can edit the details of any e-task.
    To edit the details of an e-task:
    1. On the E-Activation Task Status Code Table page, under E-Task Status, locate the e-task that you want to edit.
    2. Use the Display or Order up and down arrows to set the order of the e-tasks. The groups will appear in the defined order in all e-task drop-down lists.
    3. Modify the code and description as required.
    4. Select Default value if the new e-task will be the default e-task whenever an e-task drop-down list is displayed.
    5. Click Save to store the modified e-task in the system.

    Deleting an E-Task

    You can delete an e-task if it is no longer required.
    To delete an e-task:
    1. Click Delete to the right of the e-task that you want to delete.
    2. Click Save to store the list of e-tasks without the deleted group.
    //doorbell.io feedback widged