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  1. "Add to FAQ Group" -  leave as "Do not add to FAQ Group"
  2. "Add to Analytics" - leave as "Reference Transaction"
  3. "Unit" - LTS
  4. "Location" - usually, this will be "library office"
  5. "Duration" -  Duration refers to the amount of time spent interacting with the patron, and some of the prep work done to fulfill this interaction.  NOTE: LibAnswers will record the total time that the ticket is open, but we want to keep track of the time you actually spent working on it, so please make sure to fill out this field.
  6. "# Patrons" - This will usually be just one patron.
  7. "Patron type" -  If you know patron type, record it.  Otherwise use "unknown."
  8. "Mode" - Should be "email"
  9. "Content/type" -  "information" or "software/systems"
  10. "Prep/follow-up" - If additional time is spent after communication is over with the patron, record the time here.
  11. "Staff type" - "Other staff"
  12. "Internal Note" - Record the appropriate hashtags; the list is below.  Also please record any notes you would like to add (title of resource or further explanation.  Don't spend too much time!)
  13. NOTE: this is new as of June 2019: "Add to Analytics" - when you are ready to close the ticket, then change this to "Reference Transaction"

 


 

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Information recorded in the Optional section
Information recorded in the Optional section
D.  Hashtags and Internal Notes

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