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ProQuest OASIS: Ratifier Workflow

Ratifier basic workflow

The term Ratifier (usually someone from Acquisitions) is used to describe the person or persons authorized to send orders to ProQuest Coutts.   In these instructions we will focus on the process (check out type) referred to as Create Firm Order

OASIS Demo: Selecting and Ordering : SelectorAcquisitions Workflow

OASIS Demo: Quick Selecting and Ordering: Single User Workflow 

User accounts are setup by ProQuest in the OASIS backend system and then the library account administrator sets access levels for individual users.  The Administrator can assign a user or generic user with ratification rights.  More administration features and responsibilities are describe in the OASIS Help Portal.

 

As a Ratifier once you login to OASIS go to:

1. Authorize orders

Process various orders by day as sent to you by selectors.

Numbers in parenthesis to the right indicates there are items to be processed and the total number of items.

Orders can also be processed from any list where you see an Action arrow with the ordering option, such as Shopping Cart

Authorize Orders, however, is where all selections sent to a Ratifier will accumulate.  Selections arrive in Authorize Orders with an action already noted above the green Action arrow.

2. Edit Order Template Form

Make sure order form has all necessary fields properly filled out and apply template to all items you want to order together.

 

Most workflows require order information to be added by a Selector prior to sending their selection to Acquisitions.  But, if this is done in Acquisitions or if the information needs editing go to the Action arrow and make the changes in the Order Info, then save.

 

If you are creating or editing information on a single title select Save Order Info for: This title.  If you are creating or editing information to all titles on the list then select the button for All  Titles on List at the top of the box.  If you are changing a field previously filled you will need to use the Overwrite option at the top of the Order Info form.

 

3. Process List and Create Firm Order

This is the last step in Ratifier workflow.

Click Process List to open a dialog box.  You will see the number of orders being placed on the right.  Check the box which says Checkout OrdersAs mentioned in the beginning we are using the checkout type Create Firm Order which sends the order via the web to ProQuest through OASIS.   Your final action is to select the Process button at the bottom of the box.  For this process we are done.

 

Workflow Recap:

Select Authorize Orders from the main menu.

If no edits or changes need to be made click Process List, check the Create Firm Order box and select the Process button. You will see an on screen confirmation that your orders have gone through.

All ratifiers must click Authorize Orders Link in Review Titles

When you select Authorize Orders in the menu you are taken directly to the current Authorize Orders list, which we can confirm from the bolder header.

The number of titles noted in the Lists dropdown at the top left represents the current week’s total as of today. To see all orders, select the top line in the dropdown.

To see orders from a specific day or previous weeks – select from the other choices in the dropdown.

Orders can be sorted, or filtered in many ways – depending on your workflow needs. Fund or Initial Selector are used often by Ratifiers.

You can also edit the list by sending a title back to a selector using List/Forward option in the Action arrow.  Please refer to the Help Portal for additional information on using the List/Forward feature.

Edit Order Template Form

If you are creating or editing information on a single title select Save Order Info.  If you are creating or editing information to all titles on the list then select the button for Overwrite order info  at the top of the box.  If you are changing a field previously filled you will need to use the Overwrite option at the top of the Order Info form.

 

Process List and Create Firm Order

Titles arrive in the Authorize Orders list with the action already set to Order.  You can immediately order each title individually using Order Now from or order all checked titles using Express Checkout.

If there is a title that you want to save and order later you can uncheck the box next to the item.  This title will remain in Authorize Orders until it is actioned and processed.

Click Express Checkout  to open a dialog box.  You will see the number of orders being placed on the right.  Your final action is to select the Process button at the bottom of the box.  For this process we are done.