View | Details | Raw Unified | Return to bug 6538
Collapse All | Expand All

(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/letter.tt (-32 / +100 lines)
Lines 1-35 Link Here
1
[% INCLUDE 'help-top.inc' %]
1
[% INCLUDE 'help-top.inc' %]
2
2
3
<h1>Notices</h1>
3
<h1>Notices</h1>
4
All notices sent by Koha can be customized using the Notices Tool. The system comes with several predefined templates that will appear when you first visit the Notices Tool
4
5
5
<p>Notices are messages sent to patrons, vendors and staff to notify them at key times.</p>
6
Each notice can be edited, but only a few can be deleted, this is to prevent system errors should a message try to send without a template.
6
<h2>Add a new notice</h2>
7
<h2>Adding Notices</h2>
7
		<ul>
8
<ul>
8
			<li>Click 'New Notice'</li>
9
	<li>To add a new notice
9
			<li>Choose a 'Koha Module' to associate your notice with from the dropdown box</li>
10
<ul>
10
			<li>Enter a 'Code' abbreviation for your new notice (for example: 'ODUE' for Overdue Notice)</li>
11
	<li>Click 'New Notice'</li>
11
			<li>Enter a 'Name' for your new notice (for example 'Overdue Notice')</li>
12
	<li>Choose the module this notice is related to</li>
12
			<li>Enter a 'Message Subject' (for example 'Item Overdue')</li>
13
	<li>The Code is limited to 20 characters</li>
13
			<li>Design your 'Message Body'</li>
14
	<li>Use the name field to expand on your Code</li>
14
		</ul>
15
	<li>Message Subject is what will appear in the subject line of the email</li>
15
		<ul>
16
	<li>In the message body feel free to type whatever message you feel is best, use the fields on the left hand side to enter individualized data from the from database.
16
			<li> 
17
<ul>
17
			<ul>
18
	<li style="color: #ff0000;">Important: On overdue notices make sure to use &lt;&lt;items.content&gt;&gt; to print out the data related to all items that are overdue. The other option is to use the &lt;item&gt;&lt;/item&gt; tags to span the line so that it will print out multiple lines</li>
18
				<li>Choose a field from the scroll down menu on the left side
19
	<li style="color: #ff0000;">Important: Only the overdue notices take advantage of the &lt;item&gt;&lt;/item&gt; tags, all other notices referencing items need to use &lt;&lt;items.content&gt;&gt;</li>
19
				<ul>
20
</ul>
20
					<li>
21
</li>
21
				    <span style="background-color: #ffe599">
22
</ul>
22
TIP: For help with what each field is, see the Notices: Database Fields section of this manual</span></li>
23
</li>
23
				</ul></li>
24
</ul>
24
				<li>Click the '&gt;&gt;' button to insert that field into your text message where you'd like it to appear in the notice.</li>
25
<h3>Notice Markup</h3>
25
				<li>Continue adding 'field's and clicking '&gt;&gt;' to insert them into the notice until your message is completed.</li>
26
When creating your overdue notices there are two tags in addition to the various database fields that you can use in your notices.
26
				<li>Then, click 'Submit'</li>
27
<p style="color: #ff0000;">Important: These new tags only work on the overdue notices, not other circulation related notices at this time.</p>
27
			</ul></li>
28
28
			<li>
29
<ul>
29
		    <span style="color: #ff0000">
30
	<li>&lt;item&gt;&lt;/item&gt; which should enclose all fields from the biblio, biblioitems, and items tables.</li>
30
IMPORTANT: Currently, Koha can not reference multiple biblios in a single notice (in other words--in the example below-- there is not just ONE email sent that describes ALL currently overdue items, but an email sent for EACH overdue item) </span></li>
31
	<li>&lt;fine&gt;&lt;/fine&gt; which should be enclosed by the item tag and should enclose a currency identifier per ISO 4217. If this tag is present with a proper identifier, the fine for that item will be displayed in the proper currency format.
31
		</ul><h3>	   
32
<ul>
32
	   How do I schedule overdue notices?</h3>To schedule overdue notices, you must use Koha's 'Notice/Status Trigger' tool.<br/>
33
	<li>Note: ISO 4217 changes from time to time therefore all currencies may not be supported. If you find one that is not supported, please file a bug with the Locale::Currency::Format author Tan D Nguyen &lt;tnguyen at cpan doe org&gt;.</li>
33
		<ul>
34
</ul>
34
			<li><em>Get there:</em> More &gt; Tools &gt; Overdue notice/status triggers</li>
35
</li>
35
		</ul>	[% INCLUDE 'help-bottom.inc' %]
36
</ul>
37
An example of using these two tags in a notice template might be like:
38
<pre>The following item(s) is/are currently overdue:
39
40
   &lt;item&gt;"&lt;&lt;biblio.title&gt;&gt;" by &lt;&lt;biblio.author&gt;&gt;, &lt;&lt;items.itemcallnumber&gt;&gt;, Barcode: &lt;&lt;items.barcode&gt;&gt; Fine: &lt;fine&gt;GBP&lt;/fine&gt;&lt;/item&gt;</pre>
41
Which, assuming two items were overdue, would result in a notice like:
42
<pre>The following item(s) is/are currently overdue:
43
44
   "A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: £3.50
45
   "History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: £3.50</pre>
46
<h2>Existing Notices</h2>
47
Among the default notices are notices for several common actions within Koha, here are some of what those notices do
48
<ul>
49
	<li>ACCTDETAILS
50
<ul>
51
	<li>Sent to patrons when their account is set up if the AutoEmailOPACUser preference is set to 'Send'</li>
52
</ul>
53
</li>
54
	<li>ACQCLAIM (Acquisition Claim)
55
<ul>
56
	<li>Used in the claim acquisition module</li>
57
	<li>Get there: More &gt; Acquisitions &gt; Late issues</li>
58
</ul>
59
</li>
60
	<li>HOLD (Hold Available for Pickup)
61
<ul>
62
	<li>This notice is used if two criteria are met:
63
<ul>
64
	<li>The EnhancedMessagingPreferences is set to 'Allow'</li>
65
	<li>The patron has requested to receive this notice
66
<ul>
67
	<li>Get there: OPAC &gt; Login &gt; my messaging</li>
68
	<li>Get there: Staff Client &gt; Patron Record &gt; Messaging</li>
69
</ul>
70
</li>
71
</ul>
72
</li>
73
</ul>
74
</li>
75
	<li>HOLDPLACED (a notice to the library staff that a hold has been placed)
76
<ul>
77
	<li>This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable'</li>
78
</ul>
79
</li>
80
	<li>HOLD_PRINT (Printed notice when hold available for pickup)
81
<ul>
82
	<li>This notice is used for hold confirmation notices that are sent out in print format. This will not effect what the email notice looks like.</li>
83
</ul>
84
</li>
85
	<li>ODUE (Overdue Notice)
86
<ul>
87
	<li>This notice is used to send Overdue Notices to Patrons</li>
88
	<li>See a Sample Overdue Notice</li>
89
	<li>Requires that you set Overdue Notice/Status Triggers</li>
90
</ul>
91
</li>
92
	<li>RLIST (Routing List)
93
<ul>
94
	<li>Used in the serials module to notify patrons/staff of new issues of a serial
95
<ul>
96
	<li>Get there: More &gt; Serials &gt; New Subscription</li>
97
</ul>
98
</li>
99
	<li>You have the option to select the 'Routing List' notice when creating a new subscription (Choose from the 'Patron notification' drop down).</li>
100
	<li style="background-color: #ffe599;">Tip: Notice also that if you'd like to notify patrons of new serial issues, you can click on 'define a notice' which will take you to the 'Notices' tool</li>
101
</ul>
102
</li>
103
</ul>
104
[% INCLUDE 'help-bottom.inc' %]
36
- 

Return to bug 6538