Handling the pitstop workflow

Once the pitstop workflow has been configured, there are two parts to the workflow itself.

Adding the statistical category to a user

Navigate to a patron’s full user details page

From there, select the Statistics tab -> +Add Statistic -> add the category and statistic you’ve setup as the input for the conditional delivery rule -> Add and close:

The output / receiving workflow

Whenever a digital resource sharing request is filled for the patron now, the request will stop in the Shipped Digitally status (as opposed to automatically delivering the document and completing the request without staff intervention), and if you added the optional Label, that will be applied:

The relevant actions are:

• Resupply request – Request a new file from the lender (may be RapidILL-only?) Resends the request to the lender with a note.
• Show File – downloads the document for inspection, does not complete the request.
• Send File to Patron – sends the file as is, completes request.
• Upload File – Staff can upload and send a new file to the patron, completes the request.