Add Course Request


Course Request Homepage

On the Course Request homepage, utilize filters to streamline your work.
On the right hand side, you can select by Term, Instructor, Departments, etc.
This will then display just those filtered Course Requests.

You can then use the Work Requests button at the top of the page to Work those requests by taking you through the list of requests.

Utilize the information on this page to work your requests.



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Course Requests Home Page

 

 

Add Course Request Header

  1. Select + Add from Course Request.

     

  2. Select Term/Campus.

  3. Select Department.

  4. Select Course.  If course is not listed use Add New to create. 

  5. Enter Section.

  6. Select Instructor.

  7. Fill in the rest of the information as desired and defined below.

  8. Toggle Print Shelf Tag on or off and enter Shelf Tag Comment, if applicable.

  9. Enter Web Comment if applicable.

NOTE: After finishing entering a Course Request, if you have more to create, use the Create New at the top of the page to clear information after save and continue creating.

 

 

 

Field

Definition

Field

Definition

Field

Definition

Field

Definition

Adoption Status

Set to Completed when ready for book information to flow to web.

Course Level

Memo only.

Term/Campus

Comes from term set up.

Est. Enrollment

Estimated enrollment for course.

Department

Attached to term and set up in departments.

Actual Enrollment

Actual enrollment for course.

Course

Set up in Courses.

Web Comment

Will display on website with course.

Add New

Add courses that don’t already exist for the department.

Faculty Comments

Comments submitted by faculty if using electronic textbook requisitions. The field is editable.

Section

Section number.

Print Shelf Tag

When on, indicates tags have not yet been printed for this course request. Toggles off once tags are printed.

Section ID

Optional section ID, generally the registrar’s ID for this course/section.

Shelf Tag Comment

Will print on the shelf tag.

Instructor

Set up in instructors.

 

Adoption Status Affects What Flows to Web

Adoption Status

Web Sharing

Adoption Status

Web Sharing

Open

Only Course Request Header information will go live on the web.

Completed

All Course Request information, including book details, will go live on the web.  For a status change from "Completed" to "OPEN", book detail information will be removed from the website. Only header information will remain.  If new information is received for a course with a "Completed" status, the status will automatically change to "Incoming", temporarily removing book information.

Incoming

If using electronic requisitions, course request information flowing in will automatically flip the status to Incoming. Only Course Request Header Information will go live. Incoming status can be changed to "Open" or "Completed" only if all items on the course request exist in Mosaic.  If an item does not exist in Mosaic, the status will remain "Incoming" until resolved.

Closed

The requisition is not part of an active course term.

Add Product to Course Request from Product File

  1. Select Add Product button.

  2. Select a Term, Department and Course from drop downs if desired. This is helpful if you know the book was used in a previous term.

  3. Enter search criteria. Note: Sort the list by selecting the heading of the column.

  4. Check the box to the left of the desired book then OK to add it to the course request.

  5. Select Save.

  6. Set Req. Date, Req. QTY, Req. Type. Note: The request date defaults to today’s date. The request quantity defaults to the estimated enrollment qty. Request Type defaults to Required. Change these if desired.

  7. Once all products are on the course request set Adoption Status to Completed.

  8. IA/EA, New Only, Continuation, or Cancelled boxes can be checked as needed.

 

 

 

Add Product to Course Request from Buyers Guide File

  1. Select Add Product button.

  2. Check Include Buyer’s Guide.

  3. Enter search criteria. Note: Sort the list by selecting the heading of the column.

  4. Check the box to the left of the desired book then OK.

  5. Specify the Supplier and select OK to add the book to the course request. This action also adds new and used records for this book in Product Maintenance.

  6. Select Save.

  7. Set Req. Date, Req. QTY, Req. Type. Note: The request date defaults to today’s date. The request quantity defaults to the estimated enrollment qty. Request Type defaults to Required. Change these if desired.

  8. IA/EA, New Only, Continuation, or Cancelled boxes can be checked as needed.

 

 

 

 

Field

Definition

Field

Definition

IA/EA

Used to indicate if the title is part of an Inclusive Access or Equitable Access program. This field is FYI only.

New Only

Indicates only the New version of the title will only be available for purchase. Checking this box will prevent a used price from displaying on the shelf tag and will show only the new version on the website.

Continuation

Used to indicate if students may already have the book from an earlier, related class. This field is FYI but can aid when you are making order decisions.

Cancelled

Indicates the book is no longer needed for the class. Checking this box will result in no shelf tag being printed and will prevent the book as showing available on the website for this course, while still allowing you to keep a record on the course request.

Print Shelf Tag

At the top of the page, use the Print Shelf Tag button to print your shelf tags. See Print Shelf Tags for information on printing shelf tags.

First Published 04/30/2021

Edited 06/20/2023

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