Access Services Managers

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Access Services Minutes - October 19, 2021

Welcome: Tricia called the meeting to order. Attendees shared micro-wins from their locations in the chat.

August Meeting Summary (Brandon): Brandon reviewed the August Communication Checklist. Clarification was given that the Gender Field has not yet been removed from Carl-X but will be removed in the future.

Access Services Minutes - June 15, 2021

Welcome: Tricia called the meeting to order. Attendees shared a micro-win from their locations in the chat to start the meeting on a positive note.

May Meeting Summary (Meghan): Meghan reviewed the action items from May’s meeting based on the communication checklist.

Access Services Minutes - March 19, 2019

FYI:

Welcome:  Tricia called the meeting to order and welcomed Ashley McLain, AMII from NW, to the group.

Last Meeting Summary (Tricia):

Access Services Minutes - February 26, 2019

FYI: 

Last Meeting Summary -Tricia

Access Services Minutes - January 22, 2019

Outcomes: To discuss topics/tasks related to Access staff to ensure that staff and members have a consistent experience across the system.

Discussion:

  • Attendees welcomed Tricia Andrews as the incoming Manager of Access and Mark Schuster as the newest Regional Director.
  • We discussed how to deliver an appraisal including talking points for various scenarios.

Next Meeting: Northwest, February 19, 2019, 1 pm

Next Notetaker: Almonte

Access Services Minutes - March 27, 2018

Outcomes: To bring AM I's together to discuss issues related to Access teams thus ensuring that staff and customers have a consistent experience across the system.

Two resource documents provided

  • Discussion Questions on Being a Supervisor
  • New Access Manager I Tips

Guided Discussion:

Organization Skills

Access Services Minutes - October 17, 2017

Outcomes:  To discuss topics related to the Access staff and so that staff and members have a consistent experience across the system. 

 

Welcome

Risa welcomed the group and reminded attendees to take back information from the meeting to both Access and Engagement staff.

Shelving Order

Janeal Walker, Workgroup Lead, asked for volunteers and described the goal of this workgroup.

Access Services Minutes - September 19, 2017

Outcomes: To discuss topics/tasks related to Access staff so that staff and members have a consistent experience across the system.

Welcome

Risa welcomed the group and reminded attendees to take back information from the meetings to both Access and Engagement staff.

Cancelled Holds Report

Access Services Minutes - July 18, 2017

Outcomes: To discuss CarlX permissions, learn how to handle formerly centralized Access tasks, learn how to handle merging and deleting accounts.

Welcome

Risa welcomed the group and reminded attendees to take back information from the meetings to both Access and Engagement staff.

Access Duties and CarlX Permissions

Access Services Minutes - June 13, 2017

Outcomes

To be knowledgeable about changes in member services policies beginning July 1. To provide input into procedures being established for revised policies and to understand the next steps in finalizing these procedures. To establish a plan for meetings in the future.

Member Services Procedures

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