WebCheckout User Manual
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WebCheckout User Manual

Mary Ecsedy



            

          

Adam Di Carlo



            

          

Copyright © 2000, 2001, 2002, 2004 onShore Development, Inc.

Abstract

This is the WebCheckout user guide. It provides an introduction to the application, step-by-step instructions for most tasks, plus reference topics for each screen and general useful information.

The most current version of the manual is updated daily at http://support.webcheckout.net/wco/wco-manual.manual.html. Check there for newer versions than the one you have installed.

Please note: this manual is a work in progress! It is not yet complete, and parts of it may be out synch with the version of WebCheckout you are running. If you have comments, find errors, or need instructions that haven't been written yet, please let us know. You can send email to , or enter a bug against the Documentation and Help.

Table of Contents

1. About WebCheckout
1.1. Understanding Resources and Resource Types
1.1.1. Related topics
1.2. Understanding People
1.2.1. Related topics
1.3. Understanding Authorizations
1.3.1. Related topics
1.4. Understanding Organizations and Checkout Centers
1.4.1. Related topics
1.5. Understanding circulation policies
1.5.1. Related topics
2. Getting Started
2.1. Supported WebCheckout browsers
2.1.1. Running WebCheckout in Windows
2.1.2. Running WebCheckout on the Macintosh
2.2. Login
2.3. Security — PINs and passwords
2.4. About modules
3. Checking-out, Renewing, and Returning Resources
3.1. Checking out resources
3.1.1. Related topics
3.1.2. Selecting a patron
3.1.3. Selecting resources for checkouts and reservations
3.1.4. Deselecting a resource
3.1.5. Setting the allocation dates and times
3.1.6. Setting allocation options
3.2. Finding checkout information
3.2.1. Related topics
3.3. Renewing resources
3.3.1. Renewal scenarios
3.3.2. Related topics
3.4. Returning resources
4. Placing Reservations
4.1. Placing a reservation
4.1.1. Related topics
4.2. Placing a repeating reservation
4.2.1. Related topics
4.3. Finding reservation information
4.4. Picking up reservations
4.4.1. Related topics
4.5. Editing a reservation
4.5.1. Related topics
4.6. Editing a reservation as a checkout
4.6.1. Related topics
4.7. Deleting reservations
5. Resource Types
5.1. Related topics
5.2. Creating a resource type
5.2.1. Related topics
5.3. Setting resource type circulation policies
5.3.1. Related topics
5.4. Setting resource type fines
5.5. Finding the fine amount for a resource type
5.6. Editing a resource type
5.7. Deleting a resource type
5.7.1. Related topics
6. Resources
6.1. Creating a new resource
6.1.1. Related topics
6.2. Adding a component
6.2.1. Related topics
6.3. Adding an accessory
6.3.1. Related topics
6.4. Finding resource information
6.4.1. Related topics
6.5. Taking a resource offline
6.5.1. Related topics
6.6. Taking a resource offline for repair
6.6.1. Related topics
6.7. Creating tickets on a resource
6.7.1. Related topics
6.8. Viewing tickets on a resource
6.8.1. Related topics
6.9. Deleting a resource
6.9.1. Related topics
7. Patrons
7.1. About patron classes
7.2. Adding a patron with the New Person Wizard
7.2.1. Related topics
7.3. Finding patron information
7.3.1. Related topics
7.4. Sending email messages to patrons
8. Charges, Billing, and Collections
8.1. Working with money in WebCheckout
8.1.1. Circulation policies for fines and fees
8.1.2. Invoices
8.1.3. Account codes overview
8.1.4. Related topics
8.2. Setting the circulation policies for overdue fines
8.2.1. Related topics
8.3. Setting the circulation policies for usage fees
8.3.1. Related topics
8.4. Adding a fine manually
8.4.1. Related topics
8.5. Adding an abuse fine
8.5.1. Related topics
8.6. Adding a usage fee
8.6.1. Related topics
8.7. Finding patron fines information
8.7.1. Related topics
8.8. Finding patron fees information
8.9. Applying a hold manually
8.9.1. Related topics
8.10. Overriding fines and holds
8.10.1. Related topics
8.11. Recording invoice payments
9. Authorizations, Groups, and Classes
9.1. Groups
9.2. Creating a new group
9.3. Classes
9.4. Creating a new class
9.4.1. Related topics
9.5. Authorizations
9.5.1. Related topics
10. Organizations, Checkout Centers, and Stations
10.1. Organizations
10.1.1. Related topics
10.2. Setting the organization circulation policies
10.2.1. Related topics
10.3. Checkout centers
10.3.1. Related topics
10.4. Setting the checkout center dates and hours of operation
10.5. Creating checkout center holidays
10.6. Setting the checkout center circulation policies
10.6.1. Related topics
10.7. Stations
10.7.1. Related topics
10.8. Adding a new station
10.8.1. Related topics
10.9. Adding a security station
10.10. Using a security station
10.10.1. Related topics
10.11. Deleting a station
11. Operators
11.1. About roles and capabilities
11.1.1. Related topics
11.2. Adding an operator
11.3. Assigning operator roles and capabilities
12. Running Reports
12.1. Available Reports
12.1.1. Related topics
12.2. Find What’s Late report
12.2.1. Related topics
12.3. Find Sets, Strikes, Shows, and Pickups
12.3.1. Related topics
12.4. Event Log report
12.4.1. Related topics
12.5. Find Tickets report
12.5.1. Related topics
12.6. Open a new ticket
12.7. Ticket Information
12.8. Inventory Report
12.8.1. Related topics
12.9. Find Building Pass/Overnight Access
12.9.1. Related topics
12.10. Usage Summary
12.10.1. Related topics
13. Printing from WebCheckout
13.1. About printing in WebCheckout
13.2. Testing a printer for use with WebCheckout
13.2.1. Related topics
13.3. How to Print in WebCheckout
13.3.1. Printing a WebCheckout screen or search results
13.3.2. Related topics
14. General Reference
14.1. Banner Icons
14.2. Find Screens
14.3. Schedulator
14.3.1. Related topics
14.4. Schedulator Color Key
14.5. Checkout and Reservation Icons
14.6. Allocation Warning Messages
14.7. Circulation Policies
14.7.1. Patron Class
14.7.2. Usage Fees
14.7.3. Fines for Late Return
14.7.4. Circulation Limits
14.7.5. Circulation Intervals
14.8. Circulation Policy Illustration
15. Screen Reference
15.1. Authorization Detail Screen
15.1.1. Left frame
15.1.2. Right frame
15.1.3. Related topics
15.2. Available Reports Screen
15.2.1. Reports
15.2.2. Related topics
15.3. Checkout Center Parameters Screen
15.3.1. Left frame
15.3.2. General tab - Checkout Center Parameters screen
15.3.3. Org tab - Checkout Center Parameters screen
15.3.4. Policy tab - Checkout Center Parameters screen
15.3.4.1. Patron Class - Checkout Center Parameters screen
15.3.4.2. Usage Fees
15.3.4.3. Fines for Late Return
15.3.4.4. Circulation Limits
15.3.4.5. Circulation Intervals
15.3.5. Hours tab - Checkout Center Parameters screen
15.3.6. Stations tab - Checkout Center Parameters screen
15.4. Choose Checkout Center screen
15.4.1. Related topics
15.5. Class Detail Screen
15.5.1. Related topics
15.5.2. Left frame
15.5.3. Right frame
15.6. Confirm Checkout Screen
15.6.1. New Checkout/Checkout Confirmed
15.6.2. Overrides
15.6.3. Contents
15.6.4. Activity
15.6.5. Other Information
15.6.6. Related topics
15.7. Confirm Reservation Screen
15.7.1. Reservation
15.7.2. Overrides
15.7.3. Contents
15.7.4. Activity
15.7.5. Other Information
15.7.6. Reltated topics
15.8. Edit Station screen
15.8.1. Related topics
15.9. Event Log Screen
15.9.1. Related topics
15.10. Find Authorizations Screen
15.10.1. Related topics
15.11. Find Checkouts and Reservations Screen
15.11.1. Related topics
15.12. Find Invoices Screen
15.12.1. Related topics
15.13. Find Location Screen
15.13.1. Related topics
15.14. Find Media Screen
15.14.1. Left Frame
15.14.2. Right frame
15.15. Find Organization Screen
15.15.1. Related topics
15.16. Find Building Pass/Overnight Access Screen
15.16.1. Related topics
15.17. Find People Screen
15.17.1. Related topics
15.18. Find Resources Screen
15.18.1. Related topics
15.19. Find Resource Types Screen
15.19.1. Related topics
15.20. Find Sets, Strikes, Shows, and Pickups Screen
15.20.1. Related topics
15.21. Find Tickets Screen
15.21.1. Related topics
15.22. Find What’s Late Screen
15.22.1. Related topics
15.23. Group Detail Screen
15.23.1. Left frame
15.23.2. Right frame
15.23.3. Related topics
15.24. Invoice Screen
15.24.1. Related topics
15.25. Inventory Report Screen
15.25.1. Related topics
15.26. New Checkout Screen
15.26.1. Related topics
15.27. New Reservation Screen
15.27.1. Related topics
15.28. Organization Detail Screen
15.28.1. Left frame
15.28.2. General tab - Organization Detail screen
15.28.3. Operators tab - Organization Detail screen
15.28.4. Checkout Centers tab - Organization Detail screen
15.28.5. Booking tab - Organization Detail screen
15.28.6. Policy tab - Organization Detail screen
15.28.7. Related topics
15.29. Person Detail Screen
15.29.1. Left frame
15.29.2. Operator tab
15.29.3. Related topics
15.30. Reservation Detail Screen
15.30.1. Related topics
15.31. Resource Detail Screen
15.31.1. Related topics
15.32. Resource Type Detail Screen
15.32.1. Relatated topics
15.33. Returning checkout Screen
15.33.1. Related topics
15.34. Usage Summary Screen
15.34.1. Related topics
16. Troubleshooting
16.1. Problems Getting Into WebCheckout
16.2. Problems With the New Checkout or New Reservation Screens
16.3. Troubleshooting server printing problems
Glossary
Index
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   Chapter 1. About WebCheckout