All Staff Permissions

1. Ticket is received in Sitka Support Queue with subject = New All Staff Reporter Privacy Waiver Submission
2. Log in to Evergreen using a workstation registered to the requestors home library
3. Go to Circulation → Check Out
4. Retrieve account using account barcode (or Patron Search)

5. Edit → Verify the account contains the following: First Name, Last Name, Email, Phone Number, & Address.

   1. Incomplete staff accounts will not be granted reporter permissions.
6. Click Secondary Groups → choose Reporter View Output Permissions
7. Click Add
8. Click Apply Changes
9. Click Save

10. Reply to Requestor

    1. Include links to reports documentation

11. Update RT ticket

    1. Add the library code to start of the ticket subject
    2. Add the account barcode to end of the ticket subject
    3. Add library tag
    4. Set status to Resolved
    5. Set resolution to Fixed

Full Reporter Permissions

1. Ticket is received in Sitka Support Queue with subject = New Full Reporter Privacy Waiver Submission
2. Log in to Evergreen using a workstation registered to the requestors home library
3. Go to Circulation → Check Out
4. Retrieve account using account barcode (or Patron Search)

5. Edit → Verify the account contains the following: First Name, Last Name, Email, Phone Number, & Address.

   1. Incomplete staff accounts will not be granted reporter permissions.
6. Click Secondary Groups → choose Reporter Full Permissions
7. Click Add
8. Click Apply Changes
9. Click Save

10. Reply to Requestor

    1. Include links to reports documentation

11. Update RT ticket

    1. Add the library code to start of the ticket subject
    2. Add the account barcode to end of the ticket subject
    3. Add library tag
    4. Set status to Resolved
    5. Set resolution to Fixed