What is a macro, anyway? A macro is a pre-written response that you can add to your LibAnswers ticket replies, notes, or transfers. If you find yourself answering the same questions over and over again, creating macros is a great way to save time and maintain consistency! You can set macros up to apply tags or update ticket status, too.
Once you've created a macro, applying it is as easy as 1, 2, 3! Simply open the ticket, select the macro from the dropdown, hit apply, and you're good to go!
Who can do it? Regular-level users can create private macros. Admin-level users can create macros for specific queues, or share them system-wide.
LibConnect users likely already know about ILS Data Sync, which allows you to easily transfer ILS record information to your people profiles. If you haven't already, make sure your data stays up-to-date by scheduling auto updates. This way, you'll only have to edit patron information in one place.
For detailed instructions, check out this SpringyU video our support documentation on setting up one-time or auto-scheduled ILS Data Syncs.
While some find a certain satisfaction in scheduling, many consider it a daunting task. First, you have to identify departmental or service point needs, then collect availability, hours limitations, time off requests, and the list goes on. Luckily, LibStaffer takes much of the guesswork out of scheduling. One of our favorite ways it does this is with the Auto Scheduler tool!
The Auto Scheduler Tool Checks...
... And then fills all open shifts for the selected time period.
Once you've collected staff availability and set up shifts for your schedule, using the Auto Scheduler tool is easy! For step-by-step instructions, visit our help documentation or watch this SpringyU video.
Want to set up a schedule that repeats weekly with this tool? Create a template for a given week, use the Auto Scheduler Tool to fill the shifts, and then clone the shifts to fill as many weeks as you'd like.