Client Manual

RefTracker ™

Information Request Management System

Client interface manual

As at release 3.4 (last updated 30 May 2022)

ALTARAMA INFORMATION SYSTEMS 
www.altarama.com   ·   info@altarama.com

USA

Orem, Utah 84097
Phone: +1 888 982 9997

Australia

Palm Beach, NSW 2108
Phone: +61 2 9974 2500

Who should read this manual?

This document provides the definitive description of the features and functions provided by the RefTracker client interface.  It should be read by ALL levels of staff using the RefTracker product as it covers how to use the client interface (so that staff can assist clients in its use), and the ways in which it can be incorporated into your service’s web pages, and used in conjunction with other products.

Some libraries have staff in public areas use the client interface to obtain standard answers to clients and to submit questions they cannot answer face to face so that these staff only need to be trained in the client interface that they will be assisting clients with. 

There is help built into the RefTracker client interface pages, and the simple design of these pages means that training is not necessary for clients who use this interface.

Co-requisite for staff:  RefTracker staff interface manual.

Where to obtain updated versions of this manual?

As new versions of RefTracker are released, updated versions of this manual are made available.  To find the manual for a different release of RefTracker, go to:

http://supportsite.altarama.com/app/RefTracker

If you would like to make a comment about how we can improve the next version of this manual, please send your comment to info@altarama.com.au.

Where to obtain assistance in relation to RefTracker?

The RefTracker help system provides a complete and detailed definition of how to use RefTracker.  It is accessible from the question mark icon in the header of every RefTracker screen.  When you click on the help system icon, it brings up help for the particular page that you are currently on that often provides links to other applicable pages. 

You can also use the left hand table of contents to find other relevant information, and, in particular, the search box at the top of that column. Further, links at the bottom of the page allow you to easily move to the previous and next help pages. 

If the help does not provide an answer, please ask your nominated RefTracker Supervisor or System administrator for assistance or submit a request for assistance using our support web site.