New acquisitions functions have been added to Leap during the last few updates. This session will begin with a review of the current state of the functions that are available and aren’t available in Leap yet. Then we will review the set up tasks and daily workflows including:

• Working with fiscal year and fund records.
• Creating supplier records.
• Creating and editing item record templates.
• Importing on order records.
• Bulk adding titles to a PO.
• Manually creating POs.
• Receiving and invoicing.
• Taxes, credits, charges and discounts.

Hands on activities will be included to provide time for you to practice tasks related to your daily workflow. Topics not covered include Leap Basics and searching in Leap.

Prerequisites:

• Introduction to Polaris in Leap
• The Leap Find Tool for Acquisitions

To submit public comment, either join the meeting using the link below, or send an email with your comments to Executive Director Rebecca Malinowski at rmalinowski@ccslib.org at any time before the meeting. All comments will be read aloud during the meeting.  

Join Zoom Meeting 

https://us02web.zoom.us/j/87860143324?pwd=bUtqUlNDUk8vT3Z2U3VOK0NaSm9ydz09 

Meeting ID: 878 6014 3324 Web Passcode: CCSEC 

+1 312 626 6799 US (Chicago) Phone Passcode: 180412 

Training session for the CCS Vernon Area Public Library migration. Please email help@ccslib.org with any questions.

Meeting URL: https://us02web.zoom.us/j/88437616532?pwd=ZVE3MmJQZXY5OTUyeEpQdmxsTG9Ldz09 

Meeting ID: 884 3761 6532

Passcode: 715514

Call In Number: 312 626 6799

New acquisitions functions have been added to Leap during the last few updates. This session will begin with a review of the current state of the functions that are available and aren’t available in Leap yet. Then we will review the set up tasks and daily workflows including:

• Working with fiscal year and fund records.
• Creating supplier records.
• Creating and editing item record templates.
• Importing on order records.
• Bulk adding titles to a PO.
• Manually creating POs.
• Receiving and invoicing.
• Taxes, credits, charges and discounts.

Hands on activities will be included to provide time for you to practice tasks related to your daily workflow. Topics not covered include Leap Basics and searching in Leap.

Prerequisites:

• Introduction to Polaris in Leap
• The Leap Find Tool for Acquisitions

The meeting will be held in-person at the CCS office (200 Tri-State International Dr, Lincolnshire, IL 60069).

RSVP and submit proposals for agenda items: https://forms.office.com/r/W91QL0UZZg

RSVP by June 4, 2024. 

Training session for the CCS Vernon Area Public Library migration. Please email help@ccslib.org with any questions.