Setting up the New Fulfillment User interface
How to Set Up the New User Interface
On the top right side of the screen click on the “Person Icon” then click on “Feature Rollout Preferences”.
On the left side of the screen, toggle the radio button to switch to the new Fulfillment Interface.
Search for a patron record in Manage Patron Services. Then, you will notice that the new interface has 3 sections for viewing information.
We recommend that you only have two sections showing on the screen.
To collapse the third section click on the button on the far right side of the screen, “Show details pane in full view.”
Next, click on “Switch to Table View”, located to the right of the gear icon.
We also highly recommend that you click on the gear icon, located on the far upper right side of the screen to customize your view.
Next click on “Table Customization”.
Our recommendation is that you check these boxes:
Title
Date Due
Barcode
Item Policy
Loan Date
Labels
Loan Status
Owning Library
Item Location
Next click on “Apply”, located in the upper right corner of the screen.
Setting up Return items screen
We recommend that you have only two sections on the screen in the return items screen.
Click on “Returns” located on the far left pane of the screen.
To collapse the 3rd section, click on the button on the right side of the screen, “Show details pane in full view”.
Next, click on “Switch to Table View”, located to the right of the gear icon.
Click on the gear icon, located on the far upper right side of the screen to customize your view.
Next click on “Table Customization”.
Our recommendation is that you check these boxes:
Title
Return date
Due date
Barcode
Loan date
Labels
Owning Library
Then click “Apply.”
Setting up Requests screen
We also recommend that you have only two sections displayed in the Requests screen.
Click on “Requests”, located on the far left pane of the screen.
To collapse the 3rd section, click again on “Show details pane in full view.”
Next, click on “Switch to Table View”, located to the right of the gear icon.
Then click on the gear icon, located on the far upper right side of the screen to customize your view.
Next click on “Table Customization”. We recommend you check these boxes:
Title
Type
Request Date
Workflow step
Expiry Date
Managed by
Place in queue
Labels
Resource Sharing Information
Then click “Apply”
You might notice that the Quick Links menu has been reset when switching to the new user interface. You might need to select and repin your quick links. For instructions on this, see the video “Getting Started with Fulfillment.”