Configuring Work Orders in Alma

Configuring Work Orders in Alma

Setting Up Work Order Types, Work Order Statuses. and Work Departments 

Initially, you will go to Alma Configuration, select the library in the “Configuring” drop-down, go to the General tab, and click on Work Order Types. 

Work Order Types

  1. From the Work Order Types configuration screen > “Add Work Order Type.” 
  2. Enter the required information of Code and Name. Optionally, add a description and select whether Alma will recall loans when an item has the work order type added. 
  3. Click the “Add Work Order Type” button. 

Work Order Departments 

  1. Next, for the work order type you just added, click the ellipses button > Manage Departments. 
  2. On the Department List screen, click “Add Department.” 
  3. On the Department Details screen, enter the required information about the department (Code and Name). Optionally, add any additional information.  
  4. Click “Next.” 
  5. On the Served Libraries screen, click “Attach Library” and add any additional libraries needed. Click “Next.” 
  6. On the Contact Information, click “Add Address.” 
  7. Add the required address information and any additional information. 
  8. Click “Add and Close.” Repeat steps 7-9 if needed. Additionally, follow the same type of workflow to add phone numbers and email addresses. 
  9. After you add all contact information, click “Next.” 
  10. On the Operators screen, click “Add Operator.” 
  11. Add the operator, so they appear in the Operator box. 
  12. Click “Add Operator.” Repeat steps 11-13 as needed. 
  13. When done, click Save. 

Work Order Type Statuses 

  1. After creating your work order type, Alma will return you to the Work Order Types screen. Once there, you will click the ellipses button > Manage Statuses for the Work Order type you are setting up. 
  2. On the Work Order Type Statuses screen, click “Add Status.” 
  3. Fill in the required information (Code and Name). Optionally, add a description. 
  4. Click “Add Status.” 
  5. That will return you to the Work Order Type Statuses screen. Click “Back” to get back to the main Alma Configuration page. 
  6. Click “Back to Alma” to return to Alma. 

Using your Work Order Types and Work Order Types statuses immediately 

  1. Once back in Alma, sign out. 
  2. Log back and click the location button to choose the Work Order Department. 
  3. Select the Work Order department from the list, before clicking “Select.” 
  4. Go to Fulfillment > “Scan in Items.” 
  5. Select your Work Order Type status in the “Set Status To” field. 
  6. Scan the barcode(s). 
  7. When done, click “Exit.” 

 

 

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