Other client interface pages that can be changed
Things that can be changed about other client interface pages include:
- Ask a new question – The layout of this page cannot be changed, but, the “i” and “Please select. . .” literals can be edited to provide different instructions.
Also a message can be added using the Whiteboard function provided by parameters 4.10 and 4.11 (such as for holiday, or maintenance closures, or service changes.
The request form names showing are those set to “General” client availability in their Request form design Edit options page, and their names can be changed by going to System>Request form summary>Requester service. - Question receipt confirmation page – The layout of this page cannot be changed, but, all of the literals in this page can be changed – literal changes will appear every time this page is displayed.
The question summary changes according to how the request form is designed. It will always include the Question number and the Question text. Other things that may be included include the Received date, Target date if allowed for in the Request form, and Answer text if Answer text already exists and the Response method is not “No response required”.
If you want a special message to appear in this screen, e.g. “Thanks for replying to our survey”, you can include this message in the Question field and hide that field (or perhaps the hidden Answer field if Response method is not “No response required”).
If your library does not want to indicate target dates for delivery of a response to the client (such as for Comments and Suggestions where you may have a policy of not needing to reply to everything submitted), the inclusion of Target response date information in the question submission confirmation screen, and in the email sent to the client when they submit a question or a staff member submits a question on their behalf, is controlled by the “Display target date” setting in the Options page of the Request form in use. Target date will never display if the Request form is set to close on arrival or if the Response method is set to “No response required”.
The option to add attachments only appears in this page if “Allow question attachments” is ticked in the Request form design Edit options, Other options tab. If the “Attach files” field has not been included in the form, the file attachment function will not appear if “No” is selected or set in this field.
The “Other options” section at the bottom of the screen, provides helpful links for those wanting to submit another question, or go back to your organisation’s web pages.
Submit another question like this redisplays the same form that the client just used, ready for them to submit another question. It will only include their client contact details if they have used “Remember me”.
Submit a different type of question appears if you have more than one form available for General client use, and takes the client to your “Ask a new question” list of available request forms.
Return to. . . . appears if your System administrator has a return to URL entered in parameters 1.5 and 6.
The text associated with this “Other options” section can be amended using the Literals editor, but most customers will not need to do that as the “We will contact you soon.” sentence is automatically excluded if the question just submitted has response method of “No response required”. - Check on Existing Question page – The Options section of this page provides two options for clients who can’t provide a question number and matching email address. Each option can be removed and if both options are removed, the whole Options division will disappear.
– Send me an Email showing all recent questions – sends an email to the email address the client enters in the email field in the top of the screen, showing all of the client’s recent requests, if they have any. The system administrator can manage how far back the client can see their requests using parameter 6.30.
This option can be removed by setting parameter 6.10 to zero.
– Ask us to find the question for you – presents a form to the client asking them for information about the request they are looking for.
The layout of this form can be changed by going to System>Request forms summary>Lost questions request> Edit layout.
This option can be removed by disabling the “Lost question request” form under System>Request forms summary>Lost questions request and the selecting Edit options and Client availability “None”. - Manage this question – The following features can be customised:
– Set Parameter 6.30 to zero if you do not want the “View all my questions” link to appear in this or any other client interface page. Any other value will set the period of time for which clients can see their previously submitted requests.
– Set parameter 6.12 to “Presumed” if you do not want clients to be able to remove their client contact details from closed questions.
– Set parameter 6.20 to “No” if you do not want clients to be able to see the “I want to view the correspondence history” link from this page for both open and closed questions - Update question – The following features can be customised:
– The Request form in use for this request controls whether the client can change their request, or just send comments through this screen.
The Request form’s Edit options mode, Other options tab, provides a “Requester manage request option” parameter that can be set to Update to allow the client to make changes to the data currently held in the fields of their request form; Review only to let them see the data in all the Request form’s fields, but not change it; and Summary only to prevent changes or even viewing of all fields except for a display of the basic summary fields (Request number, Request test, Receive date, and Status). The Summary only option is important to use if staff are using Request form fields for workflow notes that should not be seen by the client. - View all my questions – The following features can be customised:
A column containing any data recorded in the “Client reference no.” field appears in the “View all my questions” client interface screen, as this is information important to end users. The column heading will use the name that you have applied to this field in the Data dictionary. Disabling this field in the data dictionary will prevent this column from appearing.
Click here for details about how this page can be directly inserted in your web pages or emails.
Click here and go to the ClientActions definition if you want to insert a link to this page, or a link that sends an email with that information, in your web pages, in a secure way. This requires a programmer.
– Set Parameter 6.30 to zero if you do not want the “View all my questions” link to appear in this or any other client interface page. Any other value will set the period of time for which clients can see their previously submitted requests.
– Set Parameter 6.31 to Yes is you want to include the Allocated staff member column in this display, so clients know who is looking after their request.
– Disable the “Client reference number” field if you do not want the client number column included in this display. - The KB and FAQ search screens – The following features can be customised:
The amount of information that can be included about each KB/FAQ entry, and the layout used to present it, is controlled by the clientSearchResults.htm text file. If you need to provide images to highlight the Question and Answer text, you can include local images in this template to replace the Q: and A: indicators used by default.
Click here for details about how this file can be edited using System>Utilities>Administration utilities>Template editor (text).