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How to decide which roles are needed for a staff member
Requests must come from a staff member’s supervisor or manager. Managers may request that their staff be assigned one or more Designs Analytics roles based on the business needs of the department. See Requesting Analytics permissions must follow the general process for requesting roles. Requesting Alma access and roles for new and continuing library staff
If managers determine it is determined that a staff member needs reporting access to all three areas, or needs access to an analytics subject area otherwise not included in the more granular roles, the staff member should be assigned Designs Analytics.
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If a staff member needs access to report create reports on Work Orders, they need access to Designs Analytics - Fulfillment or Designs Analytics so that they can report on the Requests subject area.
If a staff member reports on how items are used, but only needs usage measures over time, that data is included in the Physical Items subject area, part of Designs Analytics - Resources.
If a staff member needs to able to report on Leganto usage, they need Designs Analytics, as Leganto is not included in any of the more granular roles.
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Date | Description of changes | Updated by |
|---|---|---|
| Text improvements under “How to decide which roles are needed for a staff member” to reduce documentation maintenance over time | |
| Removed “draft” labeling. Removed text that is duplicative of Requesting Alma access and roles for new and continuing library staff | |