Team Meeting Notes 1/25/18

Team Meeting Notes

Lead: Nhu

Present: Lydia, Hope, Hector, Diane

Refresher (Mark Item Lost)

Note: Always have a conversation with the customer about the item they are reporting as lost. Let the customer know that you can do a courtesy check out extension on the item they believe is lost so that they can double check their search for the item. Do inform the patron that if they find the item after already paying for the item, they will only receive a refund for the item and not the processing fee.

To Mark an item lost:

1) Scan customer’s library card in Workflows under Display User

2) Go to the Checkout tab located on customer’s account 

3) Right click on the item

         a. If customer wants to know the price of item: select Display Item to see more info &                              pricing. Inform customer about the item’s price and the processing fee.

         b. If customer is ready to report the item as lost: select Mark Item Lost. 

4) Select Bill User. 

5) Item has now moved over to the Bills tab. 

6) Process payment as normal in Smart Money. 

Blog

Check it out. Let Nhu know what needs to be added to better equip you guys in your work. The blog will always be a work in progress.

Do note the section labeled “Seasonal Helpful Links”. Currently Tax help info links are posted since we are about to approach that time of the year. There is a link to HPL tax help info, AARP free tax aide locator, and a direct link to irs.gov site with the most popular tax forms listed. (side note: Parker Williams Library does offer free tax help)

You can do a courtesy print of tax forms for customers. We do not print instructions. We can assist customers to the computer to look at that information and to do public printing.

Issues with other Departments

If you are having issues with other departments (ie. FIDS, SPACES, Financial Services, etc.), please let Nhu know and Nhu will let Djuina know. We will follow the “chain of command” to allow for a smoother process in resolving issues between departments and libraries.

Intranet Staff Directory

Good job on getting your pictures in! Nhu will work with those who have not submitted their pictures.

Next Team Project

We will finish our current grubby list this week.

On Monday, Nhu will ask Linda to prep our grubby list for the adult non-fiction 600s and 700s.

Hope had the great idea of moving the Large Print to the front of the adult nonfiction to aid our older customers. Shifting will begin once we get the adult section in good shape. This will be a long project and will be attacked one piece at a time so that we do not overwhelm ourselves. We aim to finish before May.

Future Meetings

We will have three meetings per month due to Diane and Nhu having to attend Youth Services meeting.

Citizenship Class

Hector had one customer on Saturday. Hope mentioned that there was another customer and her friend who was also interested.

 GSD

Hope mentioned that when Ana is off, the substitute custodian only takes out the trash and does nothing else.

Nhu ask the team to take note of things that are not being done. Write down time and date and what happened. Give this information to Nhu in person or by email so she can report to Djuina.

Kronos

Kronos approval is this weekend so please check your time card and email Nhu accordingly.

Float

Please check item out to BRA-Float before putting in the box. Float will be send off in delivery every Monday.

Next week’s refresher will be Adding Item on the Fly.