Client Welcome Screen and Introduction

his is the Welcome (home) screen of RefTracker’s client interface. The version you are seeing may have different colours and logo’s or even an entirely different header or no header at all, and it may provide access to less functions, as these are all customisable by your System Administrator. No matter what header you use, the layout of the body will be similar. 

Help: In the client interface this links to help for the client interface ONLY. We will look at this in detail during the staff training, but don’t forget to tell your clients about it!
The header bar: This appears on every RefTracker screen to provide easy access to functions without back tracking to a home page, ,however it is part of the header and so will be replaced by any custom header.
Home: A link back to this Welcome page, or a library defined welcome/home page. As this link appears in the header it can be accessed from every client interface page.
Alert whiteboard: The alert whiteboard is the shaded box at the bottom of this screen. It is provided so that notices of general interest to your reference question asking community can be brought to their attention. Your System administrator controls the textual content of this box, and can have it display, or not, according to the library’s needs at specific times (Parameter 4.10 and 11).
Note the three links here of major importance to clients: Search the KB, Ask a new question, Check on an existing question. We will investigate these options in detail later in this training.
About our service: This is text describing the service that you provide. Your System administrator controls the text that is linked in here, and can have it display, or not, according to your library’s needs (Parameter 4.2 and 3).
Hints for using this service: This is text to supplement the standard help system for clients. Your System administrator controls the textual content of this box, and can have it display, or not, according to your organisation’s needs (Parameter 4.4 and 5).
Language selector: If this RefTracker system is available in more than one language, the languages will appear here. Click the language that you want to use and the system will appear in that language until you select another language.
Font size selector: No longer provided -use your browser Zoom function instead.
RefTracker can detect the type of device that it is running on and it will initially present in a font that is generally good for that type of device, in order to minimise the need for clients to change font sizes.
Privacy policy: Provides a link to a Privacy statement.  It can be amended by the System administrator, or completely removed (Parameter 4.14 and 15).  It is part of the Client interface footer and so will not appear if a custom footer is in use.

Note that your system administrator can replace this page with one of your own web pages (using parameter 6.7).

Exercise:
Try some of these features, and then click on the help icon in the header of the client interface and go to the next section.