Differences

This shows you the differences between two versions of the page.

--- new_loans_page [2020/01/13 20:12] – [Adding Alerts] bec
+++ new_loans_page [2021/05/07 09:49] (current) – mibase
@@ Line 1: / Line 1: @@
-====== Loans Page (Session Page) ======
+====== Loans/Returns Page (Session Page) ======
+Video Playlist for this page [[https://www.youtube.com/playlist?list=PLaD6FnFH7kuKl4nKs31I80KmYI8ESMe-S|External Link]]
 ===== Overview =====
@@ Line 112: / Line 113: @@
   - Load the member
-  - Click **Return All** button (returns all toys on loan)
+  - Press **Return All** button (returns all toys on loan)
 === Method 3 ===
   - Load the member
-  - Click the green **Return** button next to each toy on loan
+  - Press the green **Return** button next to each toy on loan
 === Method 4 ===
   - Click on the toy name in the toys on loan list to load the toy
-  - Click the green **Return** button
+  - Press the green **Return** button
@@ Line 132: / Line 133: @@
 === Method 5 ===
-   - Find the toy using the Find Toy box (start typing toy number, toy name)
+   - Select the toy using the Find Toy box (start typing toy number, toy name)
-   - Click the green **Return** button
+   - Press the green **Return** button
 ==== Loaning Toys ====
@@ Line 156: / Line 157: @@
 ==== Adding Alerts ====
-An alert is the information that is presented when a member or toy is loaded or a toy is loaned or returned. Presented in the form of a popup box, press **Ok** to close.
+An alert is the information that is presented in a popup box when a member or toy is loaded or a toy is loaned or returned.
 {{:alert.png?400|}}
-=== There are 3 types of alerts. ===
+=== There are 3 types of alerts ===
   - Member Alert
@@ Line 167: / Line 168: @@
   - Part Alert – missing pieces
-=== To add an alert to a member ===
+=== Add or edit a Member Alert ===
   - Enter Member
   - Press **New Alert** or **Edit Alert**
@@ Line 177: / Line 178: @@
 To remove the alert, delete all the text in the box and press **Update Member Alert**.
-=== To Add an alert to a toy ===
+=== Add or edit a Toy Alert ===
   - Enter Toy
@@ Line 186: / Line 187: @@
 To remove the alert, delete all the text in the box and press **Update Toy Alert**.
-=== Add a missing piece if you know who lost it ===
+=== Add a missing piece and attribute the piece to a member ===
-  - [[#Clear]]
+  - Enter Member
-  - [[#Scan Member]]
+  - Enter Toy
-  - [[#Scan Toy]]
+  - Press **New Part**
-  - Press New Part
+  - Add details to Enter Part alert box
-  - Add details to Enter Part Alert Box
+  - Press **Add Part**
-  - Press Add Part
-=== Add a Missing Piece if you Don’t know who lost it ===
+=== Add a missing piece but not attribute it to a member ===
-  - [[#Clear]]
+  - Press **Clear**
-  - [[#Scan Toy]]
+  - Enter Toy
-  - Press New Part
+  - Press **New Part**
-  - Add details to Enter Part Alert Box
+  - Add details to Enter Part alert box
+  - Press **Add Part**
 {{:main:alert3.png?400|}}
-**Press Add Part**
+=== Add an alert to a missing piece ===
-=== Add a Missing Piece Alert ===
+  - Enter Toy
-  - [[#Clear]]
-  - [[#Scan Toy]]
   - Click on the alert description, in this case click on the words “Yellow Roll Cup”
+  - Change the Alert User box to **Yes**
+  - Press **Update Part**
 {{:main:image_008.png?300|}}
-**Change the alert user box to Yes**
 {{:main:image_009.png?300|}}
-**Press update Part**
+Note: the description will change to font colour red, which means it will add an alert when the toy is loaded, returned or loaned.
-Note: the description will change to font color red, which means it will add an alert when the toy is loaded, returned or loaned.
 {{:main:image_010.png?300|}}
-To remove the alert, redo steps 1 to 6 above and change update the alert user to No
+To remove the alert, redo steps 1 to 6 above and change Alert User to **No**
 ==== Add a Payment to Member ====
-  - [[#Scan Member]]
+  - Enter Member
-  - Press Pay Now button
+  - Press **Pay Now** button
   - Select Payment Category
 {{:main:image_011.png?300|}}
-  - Check the Amount – the amount should auto fill after the category
+  - Check the amount – it will autofill
-  - Add the way they paid e.g. paypal, EFT, cash
+  - Select Payment Method - eg, PayPal, EFT, cash
 {{:main:image_012.png?300|}}
   - Add a comment as required or leave blank
-  - Press pay now
+  - Press **Pay Now**
-  - Press ok to popup
+  - Press **Ok**
 {{:main:payment_popup.png?300|}}
-  - To view the new payment click Payments List
+  - To view the payments press **Payments List**
 {{:main:payment_list.png?400|}}
   - The new payment will be the first entry in the list
 {{:main:image_014.png?400|}}
-  - Hide Payments List if not required
+  - Press **Hide Payments List** if not required
-==== Renewing Toys ====
+==== Renewing a Toy ====
-To renew an individual toy press the yellow renew button in the same row as the toy
+To renew an individual toy press the yellow **Renew** button in the same row as the toy.
 {{:main:image_021.png?400|}}
-A16 will be renewed and the status will be updated
+The toy will be renewed and the status updated.
 {{:main:image_022.png?400|}}
-==== Changing the Due Date ====
+==== Changing a Toy's Due Date ====
-Left Click on the date you want to change, a mouse over will change the change the back ground color to light green
+Click on the date you want to change (mouse over will change the background colour to light green).
 {{:main:image_023.png?400|}}
-Click on the date (2020-02-22) and a calendar will appear, then select the new date  (29/2/20202) and press the Change due Date button
+Click on the date (2020-02-22) and a calendar will appear, then select the new date (2020-02-29) and press the **Change Due Date** button
 {{:main:image_024.png?400|}}
-The due date and the status has change to 29/2/2020
-{{:main:image_025.png?400|}}
@@ Line 302: / Line 295: @@
 {{:main:image_016.png?200|}}
 ==== Override Button ====
  {{:main:override1.png?200|}}
-Used if a member is approved to loan more toys than set by the member category. For example a member with 4 Toy, no duty membership wants to loan 5 toys.
+Used if a member is approved to loan more toys than set by the member category. For example a member with '4 Toy, no duty' membership wants to loan 5 toys.
 To enable, press the **Override** button and it will turn on and change colour to green until another member is entered.