Adding a Patron's Interactions to the Stats Form
Help us provide the best service to our patrons. Please track all interactions.
The most important boxes are Access Services, OSF and Date &Time.
- Whenever a patron approaches you at the desk, on the phone, or on chat, fill out the Access Services Stats Form.
- The form should be open on the monitor on the left-hand side
- If the form is not visible
- Click on Stats Form (Above or here).
- Move the Access Services Stats Form to the left-hand monitor
- Check to make sure that the first box (in the middle of the page) says Access Services, OSF
- Most of the boxes will be filled out for you.
- Do not need Department
- Make sure the form is correct for the current interaction (e.g., if you are helping a professor, you change the Patron Type to faculty/staff).
- Enter date/time in the last box. Click on the last box and then click on Now and Done on the pop-up screen.
- Click on the Submit button.
- For the next patron, change whatever differs from the previous patron, click on submit...and on it goes for your shift.