From d1f2f4e275e73854a1a14c6b4c483aca7586d252 Mon Sep 17 00:00:00 2001 From: Nicole C. Engard Date: Thu, 6 Oct 2011 14:43:26 -0400 Subject: [PATCH] Bug 6966: Members Help Files This patch updates the members help files. It removes an unused file and adds a new one for the partial fines payments. It also adds links to the manuals to all pages. --- .../prog/en/modules/help/members/boraccount.tt | 6 +- .../prog/en/modules/help/members/mancredit.tt | 3 + .../prog/en/modules/help/members/maninvoice.tt | 3 + .../prog/en/modules/help/members/member-flags.tt | 67 +++++++++++++------- .../en/modules/help/members/member-password.tt | 9 +++- .../prog/en/modules/help/members/member.tt | 2 + .../prog/en/modules/help/members/memberentry.tt | 2 + .../prog/en/modules/help/members/members-home.tt | 21 +++--- .../prog/en/modules/help/members/messaging.tt | 9 --- .../prog/en/modules/help/members/moremember.tt | 16 +++-- .../prog/en/modules/help/members/notices.tt | 6 ++- .../prog/en/modules/help/members/pay.tt | 2 + .../prog/en/modules/help/members/paycollect.tt | 53 +++++++++++++++ .../prog/en/modules/help/members/readingrec.tt | 4 +- 14 files changed, 150 insertions(+), 53 deletions(-) delete mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tt create mode 100644 koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.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 8307e15..fd8cc7f 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 @@ -9,8 +9,8 @@

Most fees and fines will be charged automatically if the fines cron job is running:

@@ -19,4 +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).

+ [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file 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 c0e76f8..4238795 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 @@ -3,6 +3,7 @@

Create Manual Credit

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

+ +

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 e062142..0b6378f 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 @@ -3,6 +3,7 @@

Create Manual Invoice

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

+ +

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

+ [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt index 5cc430f..4a6e75f 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt @@ -8,4 +8,6 @@

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).

+ [% 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 b832f4c..f61f5c1 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 @@ -76,4 +76,6 @@

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).

+ [% 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 0a73eb6..765a813 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 @@ -1,16 +1,15 @@ [% INCLUDE 'help-top.inc' %] -

Patrons help

+

Patrons

-

The Patrons portion stores the information you add about your patrons.

- +

The Patrons module stores the information you add about your patrons.

+ +

From here you can search for a patron by entering any part of their name, username, email address or barcode in the search box at the top.

+ +

If you want to search for more than just a part of a patron name, username, email address or barcode, 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).

[% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tt deleted file mode 100644 index c3b1396..0000000 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tt +++ /dev/null @@ -1,9 +0,0 @@ -[% INCLUDE 'help-top.inc' %] - -

Patron Messaging

- -

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

- -

Once a message is sent it will say so in the status column.

- -[% 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 9384e6f..d674919 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 @@ -10,13 +10,17 @@

Details

-

All patron information will appear on the Details tab. This includes all the contact information, notes, messaging preferences, etc entered when adding the patron. -In the case of patrons who are marked as 'Child' or 'Professional' and their Guarantors additional information will appear on their record.

+

All patron information will appear on the Details tab. This includes all the contact information, notes, messaging preferences, etc entered when adding the patron. In the case of patrons who are marked as 'Child' or 'Professional' and their Guarantors additional information will appear on their record.


 + +

Below the patron's information on the details screen is a tabbed display of the items they have checked out, overdue, and on hold.

+ +

If they have family at the library staff can see what the other family members have checked out.

+

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.

@@ -34,13 +38,11 @@ In the case of patrons who are marked as 'Child' or 'Professional' and their Gua
  • The Object field lists the patron that is being modified
  • -

    Messaging

    +

    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

    -

    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 with their entire body content

    +

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

    Editing Patrons

    @@ -88,4 +90,6 @@ In the case of patrons who are marked as 'Child' or 'Professional' and their Gua
  • You will be brought to your new patron
  • +

    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 ac0e53e..df521c4 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 @@ -2,6 +2,10 @@

    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 with their entire body content

    +

    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).

    [% 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 e0dbfd0..beb76e5 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 @@ -48,4 +48,6 @@
  • The fine totals will be updated with the payment applied to the oldest selected fines first.
  • +

    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 new file mode 100644 index 0000000..beb76e5 --- /dev/null +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt @@ -0,0 +1,53 @@ +[% INCLUDE 'help-top.inc' %] + +

    Pay and Writeoff Fines

    + +

    Each line item can be paid in full, partially paid, or written off.

    + +

    Pay a fine in full

    + + +

    Pay a partial fine

    + + +

    Writeoff a single fine

    + + +

    Pay an amount towards all fines

    + + +

    Writeoff All fines

    + + +

    Pay Selected fines

    + + +

    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 9cb0e01..6e9a837 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 @@ -1,7 +1,9 @@ [% INCLUDE 'help-top.inc' %] -

    Patron Cirulation History Help

    +

    Patron Cirulation 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.

    +

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

    + [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file -- 1.7.2.3