The Operation Management window automatically orders/sorts all pending operations (i.e. reports, utilities, imports, or exports) and allows you to view summaries and open, email, or save operations that you (or others) have previously completed. Simply think of the Operation Management window as a nerve center that consolidates all operations that you, the current user, the system, or others (depending on your Security permissions), have been performing; in essence, a specialized transaction log for past and future operations.

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Once a report, utility, import, or export has been initiated, you can open Operation Management to track the progress of the current operation and allowing you to view (or save) previously completed operations. Completed operations shown in the “queue” include the name and status of the operation and are affixed with a time/date stamp. An operation that is currently running provides a Cancel option.

Each time the Operation Management window is opened, the Date Range drop-down filter defaults to Today; in other words, only the current user's newest (i.e. Today) operations are initially visible in the Operation Management window's “queue”. Everything in this list is ordered chronologically (newest-to-oldest in top-down order) which is helpful when trying to discover if there are any operations in the queue ahead of yours. The Operation Type drop-down filer defaults to All Operations; the All Operations selection includes pending (or completed) automatic system operations such as the Daily Chores system utility (which clears expired holds, reservations, and overdue items that were declared “lost”).

For reasons of accountability and transparency, the Operation Management window will retain all information for canceled and completed operations for a week at least; operations older than a week can be removed from the queue by choosing one of the Remove older than XX days selections from the Operation Management window's Actions menu. Your security privileges (i.e. Remove All) determine whether a particular user has the ability to remove canceled or completed operations from the queue. By default, all operations older than ninety days are automatically removed from the Operation Management window.

The Operation Management window can potentially display the name and status of the operation, the user who initiated the operation, and the time/date that the operation was completed or canceled. By default, the Operation Management window only provides a quick glimpse at the operations performed (or queued) by you, the current operator. If you are logged in and have the proper security permissions, you can expand the scope of the Operation Management window to include operations from other users as well.

The status of an operation can be one of four things:

• Running. This status shows the operation currently being performed; it provides the progress of the operation, the date/time that the operation began, and a Cancel button.

• Queued. This status indicates than an operation is pending, but has not yet been started. The Position: XX text following this status indicates what place your operation has in the queuing system. Users with the proper security privileges are able to Cancel queued operations other than their own.

• Canceled. This status indicates that an operation was canceled during (or before) completion and includes a time/date stamp and the user who canceled it.

• Complete. The operation was completed and results are available; operators can open it, download the results, or send the results via email to whatever address they want—different from those specified in the Notification tab(s) of the Reports window.
  
  

One of four different icons can appear to the right of each completed operation in the queue; an open Send Email window icon, an operation information icon, an open report icon, and a download file icon.

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• Information. By themselves, completed operations display very little information in the queue; they have a completion date, operation name, and the operator who created it. Click this icon to view additional information for each operation—such as new or modified records, associated error messages and notes, and library codes necessary for Centralized Catalog. If an error occurs during an operation, an alert icon will appear in the summary to let you know that you should pay special attention to the results; alerts and exceptions contained within your PDF are printed in red.

• Text File. If the operation is an Item or Patron Export, click this icon to download a text file. The file can be viewed in a text editor, such as Notepad or TextEdit.

• Email. This opens the Send Email window, where you can email a link to download and view the operation file.

• PDF. Click this icon to download your saved report as a PDF.
  
  

Send Email

Operations Management has integrated email capabilities. Send Email allows you to send a link to download the completed operation file to the email address(es) you specify. This option is only available if your Email Settings are properly configured.  

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• Email To. Enter the recipient's email address. You can list more than one email address separated by commas: johndoe@examplelibrary.com,janedoe@examplelibrary.com

• Subject. Enter a brief summary of the email attachment, like Requested Barcode Laser Label Reports. If you leave the Subject field blank, the  email will be sent with the default subject line: "A file is available for your retrieval.”

• Note. Include a message with the email (optional).

Daily Chores

Every day, our software runs certain chores that clean up the system by removing expired holds, in-stock holds, and reservations, etc. At the end of each Daily Chores cycle, Textbook Tracker will archive the operation(s) to the transaction log and deliver the results to Operations Management.

Daily Chores operations and other system activities can be viewed by all operators, but only some users have the security privileges (i.e. Remove All) to remove them.

Controls

The controls at the top of the interface allow you to filter your results.

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Actions Menu

The following options are only available if you have Remove All selected from the Tools > Preferences > Security > Reporting tab.

By default, all operations older than ninety (90) days are automatically removed from the Operation Management window.

• Remove older than 7 days
• Remove older than 14 days
• Remove older than 30 days
• Remove older than 60 days
• Repeat. This takes the selected operation (i.e. report or utility) with the original parameters, places it in the queue, and schedules it to run again as soon as possible. The ability to use the Repeat command depends on your Security Group settings. Operators with the Manage All selected in their Security preferences will be able to remove or repeat operations.
  
  

Date Range Filters

Depending on your security settings, this drop-down menu can contain two sections; everything above the line is visible for the current user (i.e. an operator's operations) and everything below the line is every user's operations.

• Today
• Last 7 Days
• Last 30 Days
• Last 60 Days
• All. Shows all the operations that have been performed or queued in the Operation Management window during the last 90 days.
  
  

Operation Type Filters

Depending on your security settings, this dropdown menu may contain two sections; everything above the line is visible for the current user (i.e. the operator's operations), and everything below the line is used to view operations initiated by all users. Select an option to view all of the operations performed or queued by the current user:

• All Types
• Exports
• Imports
• Reports
• Utilities
• System Reports
  
  

The following Operation Type filters only appear if you have View All selected from the in the Operation Management dropdown menu in Tools > Preferences > Security > Reporting. Select an option to view all of the operations performed or queued by the all users:

• All Operations
• All Exports
• All Imports
• All Reports
• All Utilities