Contents

Main menu for system administration

 

This page provides access to the administration functions of RefTracker, for system supervisors and administrators only. Administrators have full access to all functions in this part of the system. Supervisors can view everything in this section (so that they understand how the system has been parameterised and so why it works as it does), but they have only limited access to make changes (e.g. they can change user signons.)

Use this screen to access functions that parameterise and administer the system and its users.

Administrators should click the function that they want to use:

Parameters - to change the default values, and policies on which the operation of RefTracker is based.

Batch control - to change the parameters of the RefTracker batch and/or escalation procedures.

Code Tables Menu - to change the values in the drop down boxes provided by RefTracker, or to view the system codes used by RefTracker. You can also change the names of code tables here. Statistics can be obtained by each of the values that you specify here.

Data dictionary menu - allows define the fields that you will use in your RefTracker system and what they are called. Also provide information required by programmers to amend email and print templates and to do ad hoc reporting on the RefTracker database.

Full users - allows you to manage details of the staff that provide responses through RefTracker.

ServicPoint users - allows you to manage details of the sign-ons that other staff in your library can use to access RefTracker.

Utilities - provides some tools for managing the RefTracker system.

Statistics Reports - provides a tool for obtaining numerical statistics about your reference workload.

Supervisor Summaries - provides a summary of the most common metrics required by libraries.

Concurrent users - provides list of the concurrent user licences currently in use, so that administrators can manage the utilisation of these licences, if users are being logged out due to full utilisation.

Lookups menu - only visible if you are licenced for the Dynamic lookups module - provides access to the functions required to manage your interface with other databases being used for Dynamic lookups.

Request forms - provides the ability to define or amend question input forms for each of the different types of requests coming into your library.