Progress Bar

Customizations to be made within the progress bar tasks

Overview from system settings

  • Filter by user: If 'no', tasks for all users will be displayed in the progress bar by default.

  • Start renewals: Determines if the task will be on the progress bar or will be done automatically and when the tasks will be activated for agreements.

  • Request pricing: Determines when the tasks will be activated for agreements, the default attachment for the task emails, and what information should be included on price request files.

  • Send forecasts: Determines how frequently the task will be activated for members

  • Inform members: Determines when the task will be activated for members.

  • Request licenses: Determines when the tasks will be activated for licenses, so the publisher can be contacted for a new license.

  • Upload license: Determines if the task will require the task "Place orders", to be completed first, before activation.

  • Send reminders: Determines if the task will be on the progress bar or will be done automatically and when the tasks/emails will be activated/sent out for agreements.

  • Update licenses: Determines when the tasks will be activated for licenses, so the license can be extended or renewed.

  • Place orders: Option to CC vendor order emails to the consortium and determine what information should be included in the order files.

  • Notify vendors: Notify publishers X number of days before subscriptions starts.

  • Notify members: Notify subscribers X number of days before subscriptions starts.

  • Enter x-rates: Determines what action or task triggers the exchange rate task and how the exchange rate is set when triggered.

  • Vendor invoices: Option to notify a contact on upload of publisher invoices.