From e2583c56b1b6728d79d15cd82bd9b4ad270928b4 Mon Sep 17 00:00:00 2001 From: "Nicole C. Engard" Date: Sat, 23 Mar 2013 19:53:14 -0400 Subject: [PATCH] Bug 9850: Update Patron Help Files for 3.12 This patch updates all the help files in the members folder. It also adds a missing help file for approving patron account changes. To Test: Visit the help on every patron page and make sure the text and manual links are all right. Signed-off-by: Chris Cormack --- .../prog/en/modules/help/members/boraccount.tt | 4 +- .../prog/en/modules/help/members/files.tt | 2 +- .../prog/en/modules/help/members/mancredit.tt | 4 +- .../prog/en/modules/help/members/maninvoice.tt | 4 +- .../prog/en/modules/help/members/member-flags.tt | 169 +++++++++++++------- .../en/modules/help/members/member-password.tt | 2 +- .../prog/en/modules/help/members/member.tt | 9 +- .../prog/en/modules/help/members/memberentry.tt | 4 +- .../prog/en/modules/help/members/members-home.tt | 7 +- .../prog/en/modules/help/members/members-update.tt | 13 ++ .../prog/en/modules/help/members/moremember.tt | 4 +- .../prog/en/modules/help/members/notices.tt | 4 +- .../prog/en/modules/help/members/pay.tt | 2 +- .../prog/en/modules/help/members/paycollect.tt | 2 +- .../prog/en/modules/help/members/readingrec.tt | 4 +- .../prog/en/modules/help/members/routing-lists.tt | 2 +- .../prog/en/modules/help/members/statistics.tt | 2 +- 17 files changed, 158 insertions(+), 80 deletions(-) create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-update.tt diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt index 6d23843..ce326dd 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

Patron Fines

+

Patron fines

The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.

@@ -19,6 +19,6 @@

To the right of each account line there is a print link. Clicking that link will print an invoice for the line item that includes the date and description of the line item along with the total outstanding on the account.

-

See the full documentation for Patron Fines in the manual (online).

+

See the full documentation for Patron Fines in the manual (online).

[% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/files.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/files.tt index 851f445..01dcd1b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/files.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/files.tt @@ -8,6 +8,6 @@

All files that are uploaded will appear above a form where additional files can be uploaded from.

-

See the full documentation for Patron Files in the manual (online).

+

See the full documentation for Patron Files in the manual (online).

[% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt index 63cc5d4..ebe6ad0 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

Create Manual Credit

+

Create manual credit

Manual credits can be used to pay off parts of fines, or to forgive a fine amount.

@@ -11,6 +11,6 @@
  • In the amount field, do not enter currency symbols, only numbers and decimals
  • -

    See the full documentation for Creating Manual Credits in the manual (online).

    +

    See the full documentation for Creating Manual Credits in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt index e7f5221..6be07b1 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Create Manual Invoice

    +

    Create manual invoice

    For fees that are not automatically charged, librarians can create a manual invoice

    -

    See the full documentation for Creating Manual Invoices in the manual (online).

    +

    See the full documentation for Creating Manual Invoices in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt index f63233e..f869552 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt @@ -1,12 +1,12 @@ [% INCLUDE 'help-top.inc' %] -

    Patron Permissions

    +

    Patron permissions

    Patron Permissions are used to allow staff members access to the staff client.

    Important: In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.

    -

    Setting Patron Permissions

    +

    Setting Patron Permissions

    To set patron permissions, you must first have a patron of the 'Staff' type open

    @@ -20,102 +20,109 @@ @@ -127,13 +134,20 @@ @@ -143,14 +157,16 @@

    If the staff member has 'parameters' permissions they have the ability to perform all of these actions. If you would like to control parameter permissions on a more granular level choose from these options:

    @@ -162,12 +178,13 @@ @@ -179,16 +196,19 @@ +
  • Street address: +
      +
    • Enter any part of the patron's address (includes all address fields) and choose 'Contains' instead of 'Starts with' to find the string anywhere in the address
    • +
    +
  • If you want to filter your results to a specific library or category, you can click the plus sign [+] to the right of the search box.

    You can also browse through the patron records by clicking on the linked letters across the top.

    -

    See the full documentation for Patron Search in the manual (online).

    +

    See the full documentation for Patron Search in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt index a4fa8fa..2a8595c 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Add Patrons

    +

    Add patrons

    Patron categories belong to one of six overreaching categories in Koha.

    @@ -86,6 +86,6 @@

    Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client.

    -

    See the full documentation for Adding Patrons in the manual (online).

    +

    See the full documentation for Adding Patrons in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt index 2023cbb..93b1f7d 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt @@ -32,12 +32,17 @@
  • Example: To find (212) 555-1212 you can search for it exactly as it was entered or by searching for 212 555 1212
  • +
  • Street address: +
      +
    • Enter any part of the patron's address (includes all address fields) and choose 'Contains' instead of 'Starts with' to find the string anywhere in the address
    • +
    +
  • If you want to filter your results to a specific library or category, you can click the plus sign [+] to the right of the search box.

    You can also browse through the patron records by clicking on the linked letters across the top.

    -

    See the full documentation for the Patrons module in the manual (online).

    +

    See the full documentation for the Patrons module in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-update.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-update.tt new file mode 100644 index 0000000..525d308 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-update.tt @@ -0,0 +1,13 @@ +[% INCLUDE 'help-top.inc' %] + +

    Update patron records

    + +

    If you are allowing patrons to edit their accounts via the OPAC with the OPACPatronDetails preference then you will need to approve all changes via the staff client before they're applied. If there are patron edits awaiting action they will appear on the staff client dashboard below the modules list (along with other items awaiting action).

    + +

    When you click the 'Patrons requesting modifications' link you will be brought to a list of patrons with requested changes.

    + +

    From here you can 'Approve' and apply the changes to the patron record, 'Delete' and remove the changes or 'Ignore' and keep the changes pending to review later.

    + +

    See the full documentation for Updating patron records in the manual (online).

    + +[% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt index 0c00458..e1697a5 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Patron Details

    +

    Patron details

    When viewing a patron record you have the option to view information from one of many tabs found on the left hand side of the record.

    @@ -109,6 +109,6 @@
  • You will be brought to your new patron
  • -

    See the full documentation for the Patron Details in the manual (online).

    +

    See the full documentation for the Patron Details in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt index e2df9e1..cd0d3bd 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt @@ -1,11 +1,11 @@ [% INCLUDE 'help-top.inc' %] -

    Patron Notices

    +

    Patron notices

    The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent

    Clicking on the message title will expand the view to show you the full text of the message that was sent.

    -

    See the full documentation for Patron Notices in the manual (online).

    +

    See the full documentation for Patron Notices in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt index 00fd99a..f0bdd94 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt @@ -57,6 +57,6 @@ -

    See the full documentation for Paying Fines in the manual (online).

    +

    See the full documentation for Paying Fines in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt index 00fd99a..f0bdd94 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt @@ -57,6 +57,6 @@ -

    See the full documentation for Paying Fines in the manual (online).

    +

    See the full documentation for Paying Fines in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt index 8092fef..a66ad3e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt @@ -1,6 +1,6 @@ [% INCLUDE 'help-top.inc' %] -

    Patron Cirulation History

    +

    Patron circulation history

    The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.

    @@ -8,6 +8,6 @@

    This will generate a text file with one barcode per line.

    -

    See the full documentation for Circulation History in the manual (online).

    +

    See the full documentation for Circulation History in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/routing-lists.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/routing-lists.tt index f046266..29e207e 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/routing-lists.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/routing-lists.tt @@ -6,6 +6,6 @@

    On this tab you will be able to see and edit all of the routing lists that this patron is on.

    -

    See the full documentation for Patron routing lists in the manual (online).

    +

    See the full documentation for Patron routing lists in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/statistics.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/statistics.tt index 8a49547..925fcaa 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/statistics.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/statistics.tt @@ -4,6 +4,6 @@

    Depending on what you set for the values of your StatisticsFields system preference, you can see statistics for one patron's circulation actions.

    -

    See the full documentation for Patron Statistics in the manual (online).

    +

    See the full documentation for Patron Statistics in the manual (online).

    [% INCLUDE 'help-bottom.inc' %] -- 1.7.10.4