Monday.com Product Requests Boards - Follett User Information

Using Monday.com Boards

There are two monday.com boards that some Follett employees will have access to. One board shows the status of current requests and the other will show final results after a request is completed.

Active requests will appear on RedShelf’s Product Request Dashboard: https://redshelf.monday.com/boards/5321120936/

Status Information

• Open: This request is new and our team will begin working on it as soon as possible
• Email:  RedShelf will send an email to the publisher to either confirm pricing or secure the product
• In Progress: This request is currently being reviewed by a team member, and we are working with the appropriate parties to complete it
  • Publisher Approval Needed: Publisher has been contacted for approval to use this title in the requested program
  • Waiting on Publisher for Product: RedShelf does not have the requested product and has contacted the Publisher to have it delivered
  • Waiting on Publisher for Pricing: Publisher has been contacted for confirmation of the pricing that should be offered for this request
• Fulfill: Pricing is ready to be fulfilled for this request
• Reject: This request will ultimately be rejected, and we will leave notes as to why
  • No Record Of SS Pricing: The publisher does not have a record of this special pricing request
  • SS Pricing Not Supported: This publisher does not support Store Specific Point of Sale pricing
  • Not Delivered Through RedShelf: The publisher does not deliver this product through RedShelf
  • Not Published: Per the publisher, this title is not yet published. Please request again after the publication date.
  • Out Of Print: This title has been withdrawn from sale by the publisher
  • Publisher Unresponsive: The publisher was unresponsive to our outreach attempts
  • Denied by Publisher: RedShelf has reached out to the publisher for approval but the publisher denied this request
  • Publisher is not a current RS partner: RedShelf is not currently working with the requested publisher. Please submit a New Publisher Partner Request through this form: https://forms.monday.com/forms/605a705c661f71ec4663e67ee1611dad?r=use1
• Follow Up: We have not received a response from the publisher, and will be contacting them for an update
• Add to Tracker: This request will be added to our shared tracker with the publisher in order to confirm pricing
• Pub Team Review: This request is being reviewed by RedShelf’s Publisher Relations team
• Check CRM: Our team will refer to Pearson’s CRM for pricing confirmation
• Bug Ticket: A tech issue is preventing this request from being completed, and it is being reviewed by the appropriate team
• Done: This status will appear on our Completed Request Monday Board: https://redshelf.monday.com/boards/5358392755. It means that this request has been completed by the RedShelf team, and you can find our notes under the Conversation section

3. Once a request has been completed, you will receive an email notification. This notification will include detailed information regarding whether your request was fulfilled or rejected. Please note, this notification will be delivered from a no reply email address, of which the inbox will not be monitored. Any questions regarding the request should be directed to our support team at [e-mail], where a ticket will be created.

Exporting Data from the Monday Board

If you are looking for a subset of data from the Monday Board that meets a certain criteria, you can export the board to Excel, and then create your own personalized filter. To export data from the Monday Board:

1. Ensure you on are the Main Table of the board

2. Navigate to the ellipsis on the top right corner of the board, hover over More actions, and select Export board to Excel

3. Select your preferred options, and hit Export