Follett Bookstore: Concierge

📌 Purpose

• Outlines the function of the CONCEIRGE role on the Follett Platform.
• A couple of design flaws in the navigation and representation of the content are pointed out.
• The course sections and reports might be inaccurate. If a section or course is removed from the catalog, these changes may NOT be reflected in the FOLLETTE database. 
• The Platform can be accessed here: https://salve.follettdiscover.com/role_selection. 

👥 Audience

• Faculty / Staff

🖥️ Applies To

• Web Based

🛠️ Instructions

Log Out from Instructor Role

Once your browser has logged you in as an INSTRUCTOR, it will remember this setting, so it is necessary to intentionally log-out of the Follett and then log-in to select the CONCEIRGE role.

1. Launch the Follett Platform.
2. Select the user profile information to determine your current role. 
3. Displays your current role. 
4. If you are in the instructor role, log-out of the platform in order to log back in the CONCIERGE role.
    

Log-In and Discovery

Log-In with your Salve credentials. 
The DISCOVERY page prompts the user to enter the site with a specific function. 
Select CONCIERGE [adopt on behalf of faculty and view reports].

Select Term

A term has to be selected. 
The TERMS are organized solely by dates: 7 weeks and 15 weeks, and not by school as they are in Canvas. 
 

Select Course

The course list for the term is contained in a dropdown menu.
Click the dropdown menu and select the course code.  

Submitted Adoptions

We will start by selecting SUBMITTED ADPTATIONS because it effects the navigational options. 
For example, the OPEN OPTIONS might not display the correct data until the SUBMITTED list is presented in the browser.

1. Submitted Adoptions provides the publications and their status compiled from all sources, e.g. instructors and conceirge.
2. Term filters the course selection based on the run dates of the courses.
3. The dropdown menu provides the department selection.
4. The classes being offered for that department in the given term.
5. Publications can be submitted at either the course or section level via the VIEW BY COURSE and VIEW BY SECTION tabs.
6. The edit function allows the user to delete adoptions and change adoption properties.
7. Status may indict an "adopted", "store pending", etc. indicting at which phase the store is processing the order. 
    

Edit Adoption List

After selecting EDIT LIST, you are able to add or delete publications, and set properties.
Select VIEW to edit the properties for FORMAT and USAGE.
Select the pencil icon to change the settings.
 

Open Adoptions

After seleting a course code, a list of classes will populate the column. Select a specific class and enter a title or ISBN to locate and select a publication. 

 

Adoption List 

After selecting a publication, you are able to select the VIEW option to set parameters for that publication.
Parameters include FORMAT and USAGE. The default settings are for a PRINT FORMAT and a REQUIRED USAGE. 
Select the ADOPT button to start the request process.
 

Analytics

The Analytics item on the menu is an overview that is based-on the term. You can test this out by selecting a different time frame from the drop down menu.
The other useful function is to create a REPORT. 


 

Create Reports

In the overlay, the user is able to filter the course selection.

1. Select the TERM
2. Select the DEPARTMENT
3. Select the COURSE
4. Create a name for the report, especially if you intend on saving and/or printing or exporting it as a PDF.

Save and Print Reports

The report can be saved (exported) as PDF and CSV (Excel) also printed! 

💡 Troubleshooting & Tips

• Issue: Quick fix or workaround step.
• If the issue persists, contact the Technology Services Center.