Overview for new users

This online manual provides full details of how to use every feature of RefTracker. For that reason it is expansive and comprehensive.  Other options that might be more suitable for new users to start with include the following:

Overview documents

New users may want to review the following much shorter overview documents.  They provide an overview of the workflows that they will use in RefTracker.  They have been provided as Word documents so that customers can customise these documents to suit their own internal training needs, should they wish to do that.

 Requester Interface Overview

 DeskStats Overview

 Staff Interface Overview

 Administration Overview


Videos for new users

There are also some videos covering certain aspects of RefTracker use that new users will find helpful.  Check these out!!!

 DeskStats basics video                            (6 minutes)

 Finding requests in RefTracker video       (5 minutes)

 Answering requests in RefTracker video  (6 minutes)

 Quick look at using RefTracker with Outlook  (6 minutes)

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More videos

You can see our entire video catalogue at:

https://vimeo.com/showcase/6520415               with password:  librariansrock

Here’s a few more important videos that will help you become familiar with more RefTracker features:

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 Using RefTracker with Microsoft Teams       (2 minutes)

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 Using RefTracker Internal tasks       (4 minutes)

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 Using RefTracker Reminders and holds       (4 minutes)

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 Data extract reports       (8 minutes)

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 Services you can create with the RefTracker widget       (4 minutes)