We are pleased to share the 19th program of the Electronic Resources and Libraries Conference reflecting our work to support the way we collect, manage, maintain, and make accessible electronic resources.
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Enhancing Invoice Management with ClickUp: The Electronic Resource Workflow Initiative in Academic Libraries
Tuesday, March 5, 2024 at 9:45 AM–11:15 AM CST add to calendar
Online Conference Platform
Tags:
Watch On-Demand/ Online Q&A March 5 @ 9:45-11:15 AM CST/ Session
Conference Track
1. E-Resources Management & Licensing
Audience Level
Foundation
Keywords
invoice managment; electronic resources; project management
Abstract
In response to disorganized yearly invoice tasks in our academic library, we introduced an electronic resource workflow. This centralized approach, using task decomposition, pinpointed efficiency areas and led to a structured ClickUp table, later refined on Excel. Historical data provided usage insights, and a detailed key streamlined a 7-step invoice process, ensuring precise record-keeping.