Information Request Management System


USA   ·  1111 East 1100 North,
   Orem, Utah 84097
·  Phone: +1 888 982 9997
AUSTRALIA   ·  939 Barrenjoey Road,
   Palm Beach, NSW 2108
·  Phone: +61 2 9974 2500

Administration Manual
As at release 3.3.6
(last updated 6 August 2019)


Who should read this manual?

This document provides the definitive description of the RefTracker functions and features that are only used by System administrators. These features are over and above those described in the Staff and Supervisor manuals.

Pre-requisite: Staff reading this manual should have already read the RefTracker Client, Staff and Supervisor manual.

In addition to providing Administrator feature descriptions and usage instructions, this manual is also an important aid to setting up a new RefTracker system as the exercises can be used to ensure all aspects of the system have been considered and properly set up. However, this manual is also an invaluable reference for administrators working with existing systems, for example when a new administrator joins your library, museum, gallery, archive or other information delivery request management service.

This manual can be used in a class room environment, or as a self-paced training course. Note that in either a class, or self-study environment, the exercises in this manual WILL change the way in which your whole RefTracker system operates, so the impact on other users of your RefTracker system will need to be taken into account. In particular, when a course is run in a classroom environment, only one student should make changes that change the operation of the entire system.

Where to obtain updated versions of this manual?

As new versions of RefTracker are released, updated versions of this manual are made available. To obtain an updated version of this manual go to:

If you would like to make a comment about how we can improve the next version of this manual, please send your comment to

Where to obtain assistance in relation to RefTracker?

A web site especially for RefTracker System Administrators is provided at the following address. On this site you can always obtain the latest information about RefTracker.

Use this site to:

  • obtain contact details for assistance
  • log support calls through our call tracking system
  • look up our support knowledge base
  • view our page of hints and tips
  • check the latest release and its new features
  • obtain copies of the latest RefTracker brochures and presentations
  • obtain copies of our latest installation and upgrade instructions
  • download the latest software patches and training courses
  • access an Altarama demonstration system to try things out, rather than using your live system
  • access our development system to see new features coming in the next release