Textbook Requisitions for Administrators

 The Textbook Requisitions system can be adjusted in a variety of ways to meet the bookstore’s needs using the administrative parameters. The administrative parameters are located under the Admin tab in Textbook Requisitions. Please note that it is recommended that you allow administrative rights for only one or two people within the bookstore to prevent unexpected changes to the system functionality from occurring.

 To log into the Textbook Requisition system:

  1.  Open an Internet browser (Internet Explorer, Firefox, etc.) session and direct your browser to http://textreq.thecampushub.com/v3.0. Choose your bookstore from the drop-down menu and click the Next button. 

  2. Enter your username and password and click the Login button. You should now be logged into the Textbook Requisition system (Fig. 1).
    Figure 1: Login Screen

After successfully logging in as an administrator, you will see several navigational tabs and a list of any requisitions created using your specific user account. If you click on the Admin navigational tab, you will see six administrative parameter options: Site Maintenance, Manage Terms, Manage Users, Manage Courses, Manager Courses, and Manage Locations.

Site Maintenance

 You have three options under Site Maintenance: Maintain Site Settings, Maintain Product Usage Options, and Maintain Site Appearance.

 Maintain Site Settings

 These site settings control the basic functionality of your Textbook Requisitions site. There are four different options to choose from when working with the site settings: General, Book, Requisition, and E-mail. The general settings allow you to set contact information for the bookstore and to turn Textbook Requisitions as a whole on or off. The book settings are directly related to books that will be added to requisitions. The requisition settings are directly related to the creation of requisitions. Finally, the e-mail settings are directly related to the use of e-mail within the Textbook Requisition system.

 To access the site settings:

  1.  Log into the Textbook Requisition system. 

  2. Click the Admin tab. 

  3. Click the Site Maintenance link (Fig. 2).

    Figure 2: Site Maintenance Link

  4. Click the Maintain Site Settings link.

  5. Use the tabs directly above the settings (General, Book, Requisition, E-mail) to select the type of settings you wish to modify (Fig. 3).

    Figure 3: Site Settings

     

The available site settings are:

General Parameters

  • Bookstore E-mail Address: This is the e-mail address the Textbook Requisitions system uses to contact the bookstore for requisition submission notifications and other system e- mails.

  • Bookstore Phone Number: This phone number will appear as the contact phone number for the bookstore within the Textbook Requisitions system.

  • Bookstore Reply-To E-mail Address: Enter the e-mail address you would like users to respond to if they have any questions when they receive an automated e-mail after submitting a requisition. This address will appear as the “from” address in the automated e-mails.

  • Disable Textbook Requisitions: Choose whether to allow users to access the Textbook Requisitions system. “Enabled” allows users into Textbook Requisitions; “disabled” prevents users from accessing the Textbook Requisition system.

Book Parameters

  •  Bookstore Markup: Enter the percentage markup used for items which are listed with net prices in the book database (enter the percentage as a decimal, e.g., .25 for 25%).

  • Display Book Price: Choose whether to display prices when users look up books while creating a requisition.

  • Display Guaranteed: Choose whether to display the “guaranteed” option when users are adding a book to a requisition (Fig. 4). The “guaranteed” option is a descriptive menu with five options: guaranteed, late, researched, imports, not applicable.
    Figure 4: Book Settings

  • Display Use Next Term: Choose whether to display the “Will book be used next term?” menu when users are adding books to requisitions (Fig. 4).

  • Display First Week Used: Choose whether to display the “First week book will be used” option when users are adding a book to a requisition (Fig. 4). 

  • Display 10 Weeks at First Week Used: Turn this option on if you wish to have the “First week book will be used” drop-down menu display 10 weeks. Turn this option off if you wish to have the menu to display 9 weeks, which is the default.

  • Display Quantity Requested: Choose whether to display the “Quantity requested per section” field when users are adding books to requisitions (Fig. 4). This is an optional value separate from estimated enrollment.

  • Desk Copy: Choose whether to allow users to request a desk copy of a textbook while creating a requisition (Fig. 4).

  • Display Carry in General: Choose whether to make the “Recommend this book as a general book selection?” checkbox available when users are adding a book to a requisition (Fig. 4).

  • Display Latest Edition: Choose whether to make the “Need the latest edition of this book?” checkbox available when users are adding a book to a requisition (Fig. 4).

  • Manual Book Entry: Choose whether to allow users to manually add a non-approved textbook to a requisition. This appears as the Add a New Book option when requisitions are being created or modified (Fig. 5).
    Figure 5: Add a New Book

  • Always Display 13-Digit ISBNs: Choose whether to display 13-digit ISBNs whenever possible in the Textbook Requisition system. Otherwise, 10-digit ISBNs will display.

Requisition Parameters

  •  Auto Post: This option only applies to users of an NBC back office system, such as PrismCore.

  • Show Add Course Section: Choose whether to allow users to add courses and/or sections not on the course list (Fig. 6). If this option is turned off, requisitions may only be created for courses and sections that already exist in the database.
    Figure 6: Create New Course/Section Options

  • Course Number as Numeric: Choose whether to require course numbers to be numeric only.

  • Requires Coordinator: Choose whether to display the Coordinator menu when users are creating requisitions. If this setting is turned on, users must select a coordinator from the menu to continue with the requisition process.

  • Show Add Coordinator: Choose whether to allow users to manually add coordinators when creating requisitions. This option only appears if the Requires Coordinator option is turned on.

  • Display Lecture Notes: Choose whether to display the “lecture notes” option when users are creating requisitions (Fig. 7).

  • Display Course Packs: Choose whether to display the “course packs” option when users are creating requisitions (Fig. 7).

  • Display Supplies: Choose whether to display the “additional supplies” option when users are creating requisitions (Fig. 7).
    Figure 7: Lecture Notes, Course Packs, and Additional Supplies Options

  • Auto-Approve No Textbook Required Reqs: Choose whether to approve requisitions automatically when the user specifies that no text is required for the course. If this setting is turned on, requisitions will be submitted and approved automatically if the user clicks the “No textbooks required” button (Fig. 8) when creating a requisition.
    Figure 8: No Textbooks Required Button

  • Allow Post Book: This option allows faculty to post individual books on a requisition before the requisition is posted by the bookstore (the requisition must be approved before this option is available). Once approved, faculty can click the “Post Book” link next to a book on their requisition.

  • Enable Locations: This setting allows locations to be used as a search option in the Search Requisitions tab. For more information on locations, please see the Manage Locations section of the documentation.

  • Show Add Instructor: Choose whether to allow users to manually add instructors when creating requisitions (fig. 8).

  • No Text Required SKU: Enter the SKU of a “no text required” book into this field. When users click the “No textbooks required” button when creating a requisition, the “no text required” book will automatically be added to the requisition.

  • Require Submission Confirmation: Turning this option on will display a confirmation dialog to faculty when they are submitting a requisition. The confirmation dialog message can be entered in the Confirmation Message box.

  • Confirmation Message: Enter the text to display in the confirmation dialog users will see before submitting a requisition.

  • Display Estimated Enrollment: Turning this option off will hide the Estimated Enrollment field when creating a requisition.

E-mail Parameters

  • Enable Bookstore Auto E-mail on Submission: Choose whether to send an e-mail to the bookstore when a requisition is submitted.

  • Enable Bookstore Auto E-mail on Approval: Choose whether to send an e-mail to the bookstore when a requisition is approved.

  • Enable Bookstore Auto E-mail on Rejection: Choose whether to send an e-mail to the bookstore when a requisition is rejected.

  • Enable Bookstore Auto E-mail on Post: Choose whether to send an e-mail to the bookstore when a requisition is posted

  • Resend Auto E-mails on Submission: Choose whether to resend an e-mail when a requisition is submitted, even if one was previously sent.

  • Resend Auto E-mails on Approval: Choose whether to resend an e-mail when a requisition is approved, even if one was previously sent.

  • Resend Auto E-mails on Rejection: Choose whether to resend an e-mail when a requisition is rejected, even if one was previously sent.

  • Resend Auto E-mails on Post: Choose whether to resend an e-mail when a requisition is posted, even if one was previously sent.

  • Enable Faculty Auto E-mail on Submission: Choose whether to send an e-mail to the user when a requisition is submitted.

  • Enable Faculty Auto E-mail on Approval: Choose whether to send an e-mail to the user when a requisition is approved.

  • Enable Faculty Auto E-mail on Rejection: Choose whether to send an e-mail to the user when a requisition is rejected.

  • Enable Faculty Auto E-mail on Post: Choose whether to send an e-mail to the user when a requisition is posted.

  • Enable Coordinator Auto E-mail on Submission: Choose whether to send an e-mail to the coordinator when a requisition is submitted.

  • Enable Coordinator Auto E-mail on Approval: Choose whether to send an e-mail to the coordinator when a requisition is approved.

  • Enable Coordinator Auto E-mail on Rejection: Choose whether to send an e-mail to the coordinator when a requisition is rejected.

  • Enable Coordinator Auto E-mail on Post: Choose whether to send an e-mail to the coordinator when a requisition is posted.

  • Enable Input Auto E-mail on Submission: Choose whether to send an e-mail to the input person when a requisition is submitted.

  • Enable Input Auto E-mail on Approval: Choose whether to send an e-mail to the input person when a requisition is approved.

  • Enable Input Auto E-mail on Rejection: Choose whether to send an e-mail to the input person when a requisition is rejected.

  • Enable Input Auto E-mail on Post: Choose whether to send an e-mail to the input person when a requisition is posted.

Click the Save button to save any parameter changes before exiting these screens.

Maintain Product Usage Options

The Maintain Product Usage Options screen is where you can select and organize book statuses in the Textbook Requisition system. The available book statuses are: required, optional, recommended, store recommended, substitution, special order, attend class first, and part of set.

To access the product usage options:

  1. Log into the Textbook Requisition system.

  2. Click the Admin tab. 

  3. Click the Site Maintenance link (Fig. 9).
    Figure 9: Site Maintenance Link

  4. Click the Maintain Product Usage Options link. The Product Usage Options screen will open.

 To select product usage options:

  1. Click the checkbox to the right of the product usage option you wish to include in the requisition process (Fig. 10).
    Figure 10: Product Usage Options

  2. Click the Done button. The product usage options you selected will be available when books are added to requisitions in the Textbook Requisition system.

To arrange selected product usage options:

  1. Place your mouse over the black handle to the left of the product usage option.

  2. Left-click the handle with your mouse, hold the click down, and drag the option until it is in the desired position in the list.

  3. Release the mouse to “drop” the option back into the list. Checked options will appear in the exact order you arranged them when books are added to requisitions.

Maintain Site Appearance

 The Site Appearance screen is where you can modify the logo and colors that display on your Textbook Requisition site.  A recommended size for the logo is 240 pixels wide and 90 pixels high. Color values must be entered as six-character hexadecimal codes, or you may use the ‘pick’ button to display a color picker.

 To access the site appearance options:

  1.  Log into the Textbook Requisition system. 

  2. Click the Admin tab. 

  3. Click the Site Maintenance link.

  4. Click the Maintain Site Appearance link.

 To change the site colors:

  1.  Enter the hexadecimal color code you wish to use in each field. If you do not know the hexadecimal code of the color you wish to use, you can click the Pick button to the right of the field. If you click a color, the hexadecimal code will automatically appear in the corresponding field.

  2. Click the Save button to save your color changes.

To change the site logo:

  1. Click the Browse button to browse your hard drive for the image file you wish to use.

  2. Click on the image to select it. 

  3. Click the Open button. 

  4. Click the Save button to upload the new logo.
    NOTE: If you do not see your site appearance changes immediately, you may need to press CTRL and F5 on your keyboard to refresh your browser’s cache.

Manage Terms

 Once you send your terms to the Textbook Requisitions system, you may choose to make those terms active and available for requisitioning, closed or historical. Historical terms may be archived for improved system performance.

 To manage current terms:

  1.  Log into the Textbook Requisition system.

  2. Click the Admin tab.

  3. Click the Manage Terms link.

  4. Click the second Manage Terms link (Fig. 11).

    Figure 11: Manage Terms

  5. A list of all terms that you have available in Textbook Requisitions will appear (Fig. 12). The current status of each term is listed under the Status header. Potential statuses are listed under the Action header. There are three possible statuses under the Status header:
    Open: The term is active and available for requisitioning.
    Closed: The term is not available for requisitioning.
    Historical: The term history can be referenced when users are creating new requisitions. These same statuses exist under the Action header, with one additional status:
    Archive: If the term has a historical status, you may choose to archive it. Archiving historical terms allows Textbook Requisitions to run faster. Archived terms are still available for historical reference. However, once a term is archived, its status cannot be changed and the process cannot be undone, so you should only archive terms you are finished with. Once a term is archived, it is managed under Admin > Manage Terms > Manage Archived Terms.
    Figure 12: Available Terms

  6. To change the status of a term, click the link under the Action header that corresponds with the desired term status.

  7. A warning message will appear asking if you are sure you want to change the status of the term. Click OK. The term status change will be effective in the Textbook Requisition system immediately.
    NOTE: If you are missing terms that you expected to be in Textbook Requisitions, please review the “Getting Your Terms into the Textbook Requisition System” section. If you have further questions, please contact NBC Support at  support@prismrbs.com or 1-800-510-3911. 

To manage archived terms:

  1. Log into the Textbook Requisition system. 

  2. Click the Admin tab. 

  3. Click the Manage Terms link.

  4. Click the Manage Archived Terms link (Fig. 13).
    Figure 13: Term Administration

  5. The Archived Term Administration screen will open (Fig. 14).  You have two options on this screen:
    Activate/Deactivate: Active archived terms will have a “Deactivate” link under the Action header. Deactivated archived terms will have an “Activate” link under the Action header. Active archived terms are available for historical reference, while deactivated terms are not. If you wish to change the status of the term, click the “Activate” or “Deactivate” link and then click OK.
    Delete: If you wish to permanently delete the archived term, click the “Delete” link and then click OK. Once a term has been permanently deleted, the data cannot be retrieved.
    Figure14: Archived Term Administration

Manage Roles

 Roles are general user categories. The Textbook Requisitions system has five default user roles: administrator, bookstore supervisor, bookstore staff, faculty, and coordinator. Default roles cannot be modified or deleted. Other user roles can be created manually to fit the needs of the bookstore.

To create a new user role:

  1. Log into the Textbook Requisition system.

  2. Click the Admin tab.

  3. Click the Manage Roles link.

  4. Click the Create New Role link (Fig. 15).
    Figure 15: Create a New Role Link

  5. The Create a New Role screen will open (Fig. 16). Fill in the Role Details fields:
    Role Name: Enter the role name.
    Role Description: Enter a description for the role (optional).
    Role Type: Choose a role type from the drop-down menu: administrator, bookstore supervisor, bookstore staff, faculty, or coordinator.

  6. For role permissions, you can either set custom permissions for the role you’re creating or copy an existing set of permissions from another role (administrator, faculty, etc.). If you want to copy an existing set of permissions, choose a role from the Copy Role Permissions from Another Role menu. (This menu will automatically set to the role type you chose above.) Otherwise, check the checkboxes next to the permissions you wish to assign to this particular role.
    Figure 16: Create a New Role

  7. Click the Save button. The new role will be available in the list of existing roles.

 To edit an existing user role:

  1. Log into the Textbook Requisition system.

  2. Click the Admin tab.

  3. Click the Manage Users link.

  4. Click the Role List link (Fig. 17).
    Figure 17: Role List Link

  5. The list of roles in your Textbook Requisition account will open (Fig. 18).
    Figure 18: Role List

  6. Click the role link under the Role Name header to access the role you wish to change.

  7. The Role Details screen will open. The role name cannot be edited. You can change the role description and the role type. 

  8. To edit the role permissions, click the Edit Permissions link. An Edit Role Permissions window will open (Fig. 19). If you want to copy an existing set of permissions, choose a role from the “Copy Role Permissions from Another Role” menu. Otherwise, check the checkboxes next to the permissions you wish to assign to this particular role.
    Figure 19: Edit Role Permissions

  9. Click the Save Permissions button.

  10. Click the Save button.

To delete an existing user role:

  1.  Log into the Textbook Requisition system.

  2. Click the Admin tab. 

  3. Click the Manage Users link.

  4. Click the Role List link (Fig. 20).
    Figure 20: Role List Link

  5. The list of roles in your Textbook Requisitions account will open (Fig. 21).
    Figure 21: Role List

  6. Click the Delete link to the right of the role you wish to create. Only user-created roles can be deleted. Default roles cannot be deleted.

  7. Click OK. The role will be deleted from the system.

 Manage Users

 Individual users are managed through the Manage Users options. Users can be created individually, or you can upload a list of users using a specially-formatted text file. Users entered in Textbook Requisitions are either enabled or deactivated. Enabled users have access to Textbook Requisitions; deactivated users are unable to log in. If you want to permanently delete a deactivated user from Textbook Requisitions, you need to use the Delete Deactivated Users screen. If department names change during the requisitioning process, you can use the Update Department User Association screen to accommodate those name changes.

To create an individual user as an administrator, bookstore supervisor, bookstore staff or similar user-created role:

  1. Log into the Textbook Requisition system.

  2. Click the Admin tab.

  3. Click the Manage Users link.

  4. Click the Create New User link (Fig. 22).
    Figure 22: Create New User Link

  5. The Create a New User screen will open (Fig. 23). Fill in the following fields:
    User Role: Choose the user’s role within the Textbook Requisition system.
    First Name: Enter the user’s first name.
    Last Name: Enter the user’s last name.
    Phone Number: Enter the user’s contact phone number. This field is optional.
    E-mail Address: Enter the user’s e-mail address.
    User Name: Assign the user a user name. The user name cannot be changed once the user is created.
    New Password: Assign the user a password.
    Confirm New Password: Re-type the assigned password.
    Figure 23: Create a New User

  6. Click the Save button. 

  7. A message will display to show the user was created successfully. You may also edit the newly created account from this screen (Fig. 24)
    Figure 24: User Created Successfully

To create an individual user as a faculty, coordinator or similar user-created role:

  1. Log into the Textbook Requisition system.

  2. Click the Admin tab.

  3. Click the Manage Users link.

  4. Click the Create New User link (Fig. 25).
    Figure 25: Create New User Link

  5. The Create a New User screen will open (Fig. 26). Fill in the following fields:
    User Role: Choose the user’s role within the Textbook Requisition system.

    NOTE: If a user is faculty ONLY or a coordinator ONLY, choose the corresponding role from the User Role menu. If a user is both a faculty member AND a coordinator, set the User Role to “faculty” and use the Department Coordinator options to indicate the coordinator role(s).
    First Name: Enter the user’s first name.
    Last Name: Enter the user’s last name.
    Phone Number: Enter the user’s contact phone number. This field is optional.
    E-mail Address: Enter the user’s e-mail address.
    User Name: Assign the user a user name. The user name cannot be changed once the user is created.
    New Password: Assign the user a password.
    Confirm New Password: Re-type the assigned password.

    Departments: Check the checkboxes that correspond with any departments that should be linked to this account.
    Department Coordinator: This option only appears when the User Role is set to “faculty” or a user-created role that is based on faculty permissions. If the user is the coordinator for a particular department, set the Department Coordinator option to “yes.”
    Figure 26: Department List 

  6. Click the Save button. 

  7. A message will display to show the user was created successfully. You may also edit the newly created account from this screen (Fig. 27).
    Figure 27: User Created Successfully

     

To import users using a comma, tab, or semi-colon delimited text file:

  1.  Log into the Textbook Requisition system. 

  2. Click the Admin tab. 

  3. Click the Manage Users link.

  4. Click the Import Users link. The Import Textbook Requisitions Users screen will open (Fig. 28).

    Figure 28: Import Textbook Requisitions Users

  5. Double check to be sure that your file format matches the file format given on the Import Textbook Requisitions Users screen (Fig. 28).

  6. Select the user role that corresponds with your import file: administrator, bookstore supervisor, bookstore staff, faculty, coordinator, or another user-created role. Only one role type can be imported at a time. For example, you could import a list of faculty users. Once that import is complete, you could import a list of bookstore staff users.

  7. Click the radio button that corresponds with your import file type: comma delimited, tab delimited, or semi-colon delimited.

  8. If you chose a faculty, coordinator, or similar user-created role from the menu above, you will also need to specify how departments are delimited in your file: colon, dash, or vertical bar.

  9. Click the Browse button to find the import file on your computer.

  10. Locate your file and click the Open button. 

  11. Click the Import button.

  12. A list of all imported users will appear (Fig. 29). Click Save to complete the import process. The users will be enabled and will have immediate access to Textbook Requisitions.
    Figure 29: Imported Users

    NOTE: The only field that is not required in the user import file is the phone number field. The actual phone number can be omitted, but the field itself still needs to be delimited with a comma, tab, or semi- colon.

 To manage enabled users:

  1. Log into the Textbook Requisition system.

  2. Click the Admin tab. 

  3. Click the Manage Users link. 

  4. Click the Manage Enabled Users link. The Search for Users screen will open (Fig. 30).
    Figure 30: Search for Users 

  5. You have two different search options:
    Search by User Group: Choose a user group option from the drop-down menu: all, administrator, bookstore supervisor, bookstore staff, faculty, coordinator, or a user-created role. If you choose faculty, coordinator, or a similar user-created role, a department menu will appear and you will be required to select a department as well.
    Keyword Search: Enter a name, department, or e-mail address.

  6. Click the Search button. The search results will display (Fig. 31).

    Figure 31: User Search Results 

  7. If you wish to change the status of a user from “enabled” to “deactivated,” click the “enabled” link. A warning message will appear asking if you are sure you want to change the status of the user. Click OK to change the status to “deactivated.

    NOTE: Deactivating a user does not permanently delete that user from the system. To delete a user, go to Admin > Manage Users > Permanently Delete Deactivated Users. 

  8. If you wish to edit the user record in general, click the user’s name. The User Details screen will open (Fig. 32).

    Figure 32: User Details

  9. Make any desired changes and click the Save button.

To manage deactivated users:

  1.  Log into the Textbook Requisition system.

  2. Click the Admin tab. 

  3. Click the Manage Users link.

  4. Click the Manage Deactivated Users link. The Search for Users screen will open (Fig. 33).

    Figure 33: Search for Users 

  5. You have two different search options:
    Search by User Group: Choose a user group option from the drop-down menu: all, administrator, bookstore supervisor, bookstore staff, faculty, coordinator, or a user-created role. If you choose faculty, coordinator, or a similar user-created role, a department menu will appear and you will be required to select a department as well.

    Keyword Search: Enter a name, department, or e-mail address.

  6. Click the Search button. The search results will display (Fig. 34).
    Figure 34: User Search Results

  7. If you wish to change the status of a user from “deactivated” to “enabled,” click the “deactivated” link. A warning message will appear asking if you are sure you want to change the status of the user. Click OK to change the status to “enabled.”

  8. If you wish to edit the user record in general, you must first change the status from “deactivated” to “enabled” by clicking the “deactivated” link and then clicking OK. Only “enabled” users can be edited. Next, click the user’s name. The User Details screen will open (Fig. 35).

    Figure 35: User Details 

  9. Make any desired changes and click the Save button.

 To permanently delete deactivated users:

  1. Log into the Textbook Requisition system. 

  2. Click the Admin tab. 

  3. Click the Manage Users link.

  4. Click the Permanently Delete Deactivated Users link. The Delete Deactivated Users screen will open (Fig. 36).
    Figure 36: Delete Deactivated Users

  5. Check the box next to the name of the user you wish to permanently delete.

  6. Click the Delete Selected User button. Use caution; there is no warning to ask if you are sure you want to go through with the deletion.

  7. The user will be permanently deleted from the system (Fig. 37)
    Figure 37: User Permanently Deleted

To update department user associations:

  1. Log into the Textbook Requisition system.

  2. Click the Admin tab. 

  3. Click the Manage Users link.

  4. Click the Update Department User Associations link. The Update Department User Association screen will open (Fig. 38).

    Figure 38: Update User Department Association 

  5. To update users’ department associations, choose the old department name from the first drop-down menu and the new department name from the second drop-down menu.

  6. Click the Update Users button.

  7. A message will appear stating that “User department associations have been updated successfully” and a list of all updated users will appear at the bottom of the screen.

Manage Courses

 Manage Courses allows you to view courses with or without requisitions. You may also resend requisitions that have already been posted to the back office from this screen.

 To search for courses with existing requisitions:

  1.  Log into the Textbook Requisition system. 

  2. Click the Admin tab. 

  3. Click the Manage Courses link.

  4. Click the Search Courses with Requisitions link (Fig. 39).
    Figure 39: Search for Courses with Requisitions Link

  5. Set your search parameters (Fig. 40):
    Term: Select the term you would like to search from the drop-down menu.
    Department: Select “All” or select the department you would like to search from the drop-down menu.
    Faculty: If you select a department (as opposed to “All”), select a faculty member from the drop- down menu.
    Date Range: Enter a date range for your search.
    Status: You can limit your search to requisitions with a particular status:
    All: All requisitions will display.
    Open: Requisitions that have been created but not yet submitted for approval will display.
    Posted: Requisitions that have been posted will display.
    Submitted: Requisitions that have been submitted for approval will display.
    Rejected: Requisitions that have been rejected will display.
    Approved: Requisitions that have been approved will display.
    Figure 40: Search Courses with Requisitions

  6. Click the Search button. Courses with requisitions that match your search parameters will display (Fig. 41).
    Figure 41: Search Results

  7. The options visible on this screen will depend on the permissions assigned to the user. Here are all possible options:
    Delete: To delete a course, click the Delete link and then click OK. Once deleted, the course data cannot be recovered.
    View: To view a particular requisition, click the View link.
    Resend: This setting does not apply to stand alone users.
    Search Again: To start a new search, click the Search Again link.

To search for courses without requisitions:

  1.  Log into the Textbook Requisition system. 

  2. Click the Admin tab. 

  3. Click the Manage Courses link.

  4. Click the Search Courses without Requisitions link (Fig. 42).
    Figure 42: Search for Courses without Requisitions Link

  5. Choose a term and department to search (Fig. 43).
    Figure 43: Search Courses without Requisitions

  6. Click the Search button. Courses without requisitions that match your search parameters will display (Fig. 44).
    Figure 44: Search Results

  7. The options visible on this screen will depend on the permissions assigned to the user. Here are all possible options:
    Delete: To delete a course, click the Delete link and then click OK. Once deleted, the course data cannot be recovered.
    E-mail Instructors: Click the E-mail Instructors link to send an automatically generated form e- mail to instructors assigned to courses that do not yet have requisitions. On the following screen, check the box next to the faculty member you wish to e-mail and click the Send E-mail button.
    Search Again: To start a new search, click the Search Again link.

Textbook Requisition Reports

Reports available in the Textbook Requisition system can be accessed via the Reports tab. There are four types of reports available: Desk Copy, Courses without Requisitions, Latest Edition, and Special Instructions.

To run a Desk Copy report

  1. Log into the Textbook Requisition system.

  2. Click the Reports tab.

  3. Click the Desk Copy Report link (Fig. 45).
    Figure 45: Desk Copy Report Link

  4. Choose a term and department to search (Fig. 46).
    Figure 46: Desk Copy Search Options 

  5. Click the View Report button. The report data will display (Fig. 47). The data can be sorted by book, instructor, publisher, or author.
    Figure 47: Desk Copy Report

To run a Courses without Requisitions report:

  1. Log into the Textbook Requisition system. 

  2. Click the Reports tab.

  3. Click the Courses without Requisitions Report link (Fig. 48).
    Figure 48: Courses with Requisitions Report Link

  4. Choose a term and department to search (Fig. 49).
    Figure 49: Courses without Requisitions Search Options

  5. Click the View Report button. The report data will display (Fig. 50).
    Figure 50: Courses without Requisitions

  6. If you want to send an e-mail to the instructor(s) associated with the courses that do not have requisitions, click the E-mail Instructors link.

  7. Check the checkbox(es) associated with the instructor(s) you wish to contact (Fig. 51).
    Figure 51: E-mail Instructors

  8. Click the Send E-mail button. An automated e-mail will be sent to the instructor(s) stating that a course assigned to them doesn’t have a requisition.

 To run a Latest Edition report:

  1. Log into the Textbook Requisition system.

  2. Click the Reports tab.

  3. Click the Latest Edition Report link (Fig. 52).
    Figure 52: Latest Edition Report Link

  4. Choose a term and department to search (Fig. 53).
    Figure 53: Latest Edition Search Options

  5. Click the View Report button. The report data will display (Fig. 54). The data can be sorted by book, instructor, publisher, or author.
    Figure 54: Latest Edition Report

 To run a Special Instructions report:

  1.  Log into the Textbook Requisition system. 

  2. Click the Reports tab.

  3. Click the Special Instructions link (Fig. 55).
    Figure 55: Special Instructions Report Link

  4. Choose a term and department to search (Fig. 56).
    Figure 56: Special Instructions Search Options

  5. Click the View Report button. The report data will display (Fig. 57).
    Figure 57: Special Instructions Report

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