Edit List

Summary: This document outlines how to use the Faculty Self Service to update a list's name and duration.

Overview

With the Faculty Self Service feature enabled, faculty staff are able to easily change a list’s name as well as the list start and end dates. While librarians are able to adjust the start and end dates of individual requests, this feature can be used to change both the list and requests dates all at once.

Editing the list name

Use the following steps to rename a list within a course:

On the list toolbar, click ‘Edit’ to bring up the 'Editing list' menu.
Figure 1 : The Edit button in the list toolbar

Figure 2 : The Editing List menu window
Type in the Name field to rename the list. If the name is an exact match against another list within the same course, a message will advise the name is already in use.
Figure 3 : Renaming a list
Click 'Update' to save your changes.
Figure 4 : The update button to save changes

Click 'Cancel' any time to cancel this process. Changing a list's name will not affect the duration dates of the list.

Figure 5 : The Cancel button to cancel the rename process

Editing the list duration

The list start and end dates can easily be adjusted and any changes to the duration dates will be automatically applied to existing requests in the list. Please note that any requests that have already been approved with dates different from the list dates will be unaffected and may require a librarian to manually review.

Selecting an existing Teaching Session

Use the following steps to select a current or future predefined duration, also known as teaching sessions:

On the list toolbar, click ‘Edit’ to bring up the 'Editing list' menu.
Figure 6 : The Edit button in the list toolbar

Figure 7 : The Editing List menu window
In the Duration section, click the icon on the right of the current duration to expand the options.
Figure 8 : The duration configuration button
Confirm the top field displays Teaching Session. If 'Custom' is displayed, click on the field to select Teaching session instead.
Figure 9 : The duration type dropdown

Figure 10 : Teaching Session is selected
Click on the bottom field Teaching session dropdown, then select the desired Teaching session in the list.
Figure 11 : The Teaching Session selection dropdown
Click 'Apply' in the Duration panel to save changes.
Figure 12 : Click the Apply button to save the duration changes
Click 'Update' on the bottom right of the Editing List dialogue box to apply the changes to the list.
Figure 13 : Click the Update button to apply changes to the list

Any changes made can be cancelled anytime by clicking 'Cancel'.

Figure 14 : The Cancel button to cancel any changes made to the list duration.

Selecting custom dates

Use the following steps to select a custom date for a list:

On the list toolbar, click ‘Edit’ to bring up the 'Editing list' menu.
Figure 15 : The Edit button in the list toolbar

Figure 16 : The Editing List menu window
In the Duration section, click the icon on the right of the current duration to expand the options.
Figure 17 : The duration configuration button
Confirm the top field displays 'Custom'. If 'Teaching Session' is displayed, click on the field to select 'Custom' instead.
Figure 18 : The duration type dropdown

Figure 19 : Custom is now selected
Update the start and/or end date to a date of your choosing. This can be done by either clicking on the field and selecting a new date from the pop-up calendar. Alternatively, you can type the date directly into the text field, using the YYYY-MM-DD format.
Figure 20 : The custom date selection process
Click 'Apply' in the Duration panel to save changes.
Figure 21 : Click the Apply button to save the duration changes
Click 'Update' on the bottom right of the Editing List dialogue box to apply the changes to the list.
Figure 22 : Click the Update button to apply changes to the list

Any changes made can be cancelled anytime by clicking 'Cancel'.