From 5e50a9c09f940c07b81146f0bc1b74a0cd9d0228 Mon Sep 17 00:00:00 2001 From: Robert Soulliere Date: Sun, 12 Sep 2010 17:21:22 -0400 Subject: [PATCH] Re-add admin receipt and survey files. They are includes of included chapters. --- 1.6/admin/admin-receipt.xml | 335 ++++++++++++++++++++++++++++++++++++ 1.6/admin/admin-survey.xml | 193 +++++++++++++++++++++ 2 files changed, 528 insertions(+) create mode 100644 1.6/admin/admin-receipt.xml create mode 100644 1.6/admin/admin-survey.xml diff --git a/1.6/admin/admin-receipt.xml b/1.6/admin/admin-receipt.xml new file mode 100644 index 0000000000..50f8b460c3 --- /dev/null +++ b/1.6/admin/admin-receipt.xml @@ -0,0 +1,335 @@ + +
+ + + Receipt Template Editor + + + This tip sheet will show you how to customize your receipts.  This example will walk you + through how to customize the receipt that is printed on checkout.   + + Receipt templates are saved on the workstation, but it is possible to export the templates + to import to other workstations.   + + + + + Select Admin (-)Local AdministrationReceipt Template Editor.   + + + + + + Select the checkout template from the dropdown menu. +   + + + + + You can edit the Header, Line + Item or Footer on the right hand side.   + + + + In the upper right hand corner you can see the available macros by clicking on the + Macros button.  A macro prints a real value from the database. + The macros that are available + vary slightly between types of receipt templates (i.e. bills, holds, items). + + + + Here are the available macros for an item receipt, like a checkout receipt.   + + + screenshot of staff client + + + + + + + + + + + + + + Adding an image + + + + You can edit the Header to have an image.  This is the default checkout Header. +   + + + + Using HTML tags you can insert a link to an image that exists on the web.  The + link will end in .jpg or possibly .gif.  To + get this link you can right click on the image and choose Copy Image + Location (Firefox).   + +If you are using Internet Explorer right click and select Save Picture + As… + + + + + Enter the URL of the + link for the image that you just copied off a website. + +By clicking outside the Header box the Preview will update to reflect the edit you just + made.   + + + + If the image runs into the text, add a <br/> after the + image to add a line break. + + You may use most HTML tags.  See http://www.w3schools.com/html/ for more information on HTML tags.   + + + + Line Item + + + This is what the default Line Item looks like: + + + + screenshot of staff client + + + + + + + + + + In this example, the macro %barcode% prints the item barcodes of the books that were + checked out.  The macro %due_date% prints the due date for each item that was checked out. +   + + In this example, we will not make any changes to the Line Item + + + The due date can only be printed in the YYYY-MM-DD format. + + + + + Editing the footer + + + + This is what the default Footer looks like: + + + + screenshot of staff client + + + + + + + + + + + Remove the “You were helped by %STAFF_FIRSTNAME% <br/>”.  As many + libraries use a generic circulation login on the circulation desk, the “You were + helped by…” note isn’t meaningful.   + + + + screenshot of staff client + + + + + + + + + + Once you have the checkout template how you want it, click Save Locally to save + the template to your computer.   + + + + + screenshot of staff client + + + + + + + + + Click OK. + + + + + screenshot of staff client + + + + + + + + + + The footer is a good place to advertise upcoming library programs or events.   + + + + + Exporting templates + + + As you can only save a template on to the computer you are working on you will need to + export the template if you have more than one computer that prints out receipts (i.e., more + than one computer on the circulation desk, or another computer in the workroom that you use + to checkin items or capture holds with). + + + Click on Export.   + + + + + screenshot of staff client + + + + + + + + + + + + + Select the location to save the template to, name the template, and click Save. +   + + + screenshot of staff client + + + + + + + + + + + + + Click OK.   + + + screenshot of staff client + + + + + + + + + + + + + Importing Templates + + + + Click Import. + + + + screenshot of staff client + + + + + + + + + + + Navigate to and select the template that you want to import.  Click Open. + + + + screenshot of staff client + + + + + + + + + + + Click OK. + + + + screenshot of staff client + + + + + + + + + + + + Click Save Locally. + + + screenshot of staff client + + + + + + + + + + + Click OK. + + + + + screenshot of staff client + + + + + + + + + +
diff --git a/1.6/admin/admin-survey.xml b/1.6/admin/admin-survey.xml new file mode 100644 index 0000000000..d7309af488 --- /dev/null +++ b/1.6/admin/admin-survey.xml @@ -0,0 +1,193 @@ + +
+ + Surveys + + This section illustrates how to create a survey, shows where the survey responses are saved + in the patron record, and explains how to report on surveys. + + Survey questions show up on the 6th patron registration screen, or on the 6th patron edit + screen. Surveys questions can be optional or required. Some examples of survey questions + might include: Would you use the library if it were open on a Sunday? + Would you like to be contacted by the library to learn about new + services? Do you attend library programs? + + Surveys come up when a patron is first registered. If you would like staff to ask the + survey questions when the patron’s library card is renewed, you’ll need to make that part of + local procedure. + + It is possible to run reports on survey questions. For example, you could find out how + many people say they would use the library if it were open on a Sunday, or you could get a + list of patrons who say they would like to receive marketing material from the library. + + + + + From the Admin (-) menu, select + Local Administration + Surveys + . + + + surveys interface + + + + + + + + + + + + + The Survey List will open. In this example the table is + empty because no surveys have been created. Click Add New + Survey. + + + surveys interface + + + + + + + + + + + + + Fill out the New Survey form, then click Save + Changes. + + + surveys interface + + + + + + + + A few tips when creating a new survey: + + + Start Date must always be in the future. It is not + possible to add questions to a survey after the start date. + + + Dates should be in YYYY-MM-DD format + + + OPAC Survey? and Poll Style? are + not yet implemented - leave unchecked + + + Check Is Required if the survey should be mandatory + for all new patrons + + + Check Display in User Summary to make survey answers + visible from patron records + + + + + + + + A summary of your new survey will appear. Type the first survey question in + the Question field, then click Save Question + & Add Answer. Survey questions are multiple + choice. + + + + surveys interface + + + + + + + + + + + + + + Enter possible multiple choice answers and click Add + Answer. Each question may have as many answers as you + like. + + + surveys interface + + + + + + + + + + + + Repeat the steps above to add as many questions and answers as you wish. When + finished click Save, then Go Back to + return to the survey list. + + surveys interface + + + + + + + + + Your new survey will appear in the Survey List table. To make further changes click the survey name to open the detailed view. + + + surveys interface + + + + + + + + + This is what the survey looks like in the patron registration/edit screen. Note that in + this example this survey question appears in red and is required as the + Is Required box was checked when creating the survey. + + + surveys interface + + + + + + + To see a patron’s response to a survey, retrieve the patron record. Click OtherSurveys to see the response. + + surveys interface + + + + + + + surveys interface + + + + + +
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