Administration Scenarios

Submitted by sschrank on Wed, 04/08/2015 - 07:53

In addition to the public side of Summer Reader, there is also a administrative module [1] that allows library staff and teen volunteers to complete various customer service actions during the program.

Familiarize Yourself with these Administration Functions:

Record Search [2]
Registration
- Individuals [3]
- Family [4]
- Groups [5]
Account Updates [6]
Reset Password [7]
Log Reading [8]
Update Customer Log [9]
Award Incentives [10]
Remove Awarded Incentives [11] (Staff Only)
Add Reviews [12]
Add Family Members [13]
Transfer Registration [14] (Staff Only)
Delete a Customer [15] (Staff Only)
Merge Customers into a Single Account [16] (Outreach Only)
Generate Reports [17] (Staff Only)
Summer Reader Icons [18]

Test Your Knowledge:

Visit: http://metrolibrarysr.evanced.info/pwlogin.asp [19] and login with the demo adminstrative account
- Username: staff
- Password: library
Locate the registration records you entered earlier in this training using the SEARCH ALL PROGRAMS and the ADVANCED SEARCH.
Reset a password [7].
Add a library card number [6] (if not already entered).
Update a record with new or corrected information [6].
Log reading on a participant's behalf [8].
Add a book review on a participant's behalf [12].
TRANSFER [14] one of your account registrations to another program (i.e. move a child registration to the teen program).
Post a REVIEW [20] on your ADULT account regarding how you intend to protect a customer’s privacy/sensitive information when working with the back-end tools. Think about how we protect a library cardholder’s information currently.

Return to Training Scenarios [21]