How Do I Use the Book Orders System? (V2)

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Learn how to navigate the Orders Kanban board, create order lists, and manage the book ordering workflow.

1. Navigating to the Orders Page

Click Orders in the top navigation bar. You'll see a Kanban-style board with three workflow columns that help you track book orders from start to finish.

2. Understanding the Three Columns

Column 1: Books to Order

This is where you start. Click the green New Book Order Submission button to create a new list. In the dialog, you can:

Give your list a name
Search for books by title or author
Upload a CSV file if you have a pre-built list

Column 2: Books to Review for Order

Once your order list is ready, drag it to this column. This signals that it's ready for review and approval.

The "Tap on the Shoulder": Dragging a list to "Books to Review" does more than move a card — it signals your administrator that you are ready for funding. Be sure your list is complete before moving it here!

Teachers: Moving your list here submits it for your librarian or administrator to review.

Pro-Tip: Use descriptive names like "Fall 2025 Science Unit" rather than just "Book Order 1" so your admin knows exactly how these funds will support student learning.

Column 3: Book Orders

After approval, the list moves to this final column, representing completed, approved orders.

3. Working with Your Orders

You can drag and drop lists between columns as they progress. A search bar at the top lets you search across all order lists.

Tip: Use clear, descriptive list names (like 'Spring 2026 Science Unit Books') so reviewers know exactly what each request is for.