User Messages #
If messages have been placed for the user, They can be viewed by opening user messages from the users drop down menu or navigated to via the user alert bell
Depending on the setting on the individual message and the system setting the users messages will display as a popup on the loans.
Displaying the user message on the user details screen is currently in development.
Controls #
On the Page
- – add a new message
- – Export options
- – Delete Message
- – Edit Message
Controls on popup
- – Save message
- – Cancel and close the message popup
- – Close the popup
- – The calendar icon causes a calendar widget to appear, and operators may select a date from the calendar
- – A drop down arrow next to an underlined filter indicates that a drop down box is available
Results display counts and page navigation
On the left an operator can set the number of results displayed on the page e.g. 10, 20, 40 rows
On the right There is information on the number of results with the page being displayed. Clicking on different pages (if multiple pages of results) displays the different pages of results in the grid.
Add, Edit and Delete a Message #
Add a New Message
A new message can be added on from the user Message screen.
The Add Message button creates a popup form to add a new message to the user account.
The date, type of message, action for the message and content of the message may be set and then the message saved
Delete a Message
A message may be delete via the inline delete Bin Icon.
Edit a Message
A message may be edited via the inline edit Pencil icon.
This icon causes the message popup form.
Message Type #
Set by a drop down filter on each individual message, operators are able to define the type of message in relation to visibility.
- Standard – Visible on both Astria and via Montage.
- Hide from public access – Used for messages not to be show on public access e.g. Montage user portal
Message action #
Set by drop down filter on each individual message, to set the behaviour of the Message
- Permanent – Permanent messages may only be removed by staff action.
- Delete upon viewing. – This enables a temporary message to be constructed – whenever the message is read in circulation screens, then the message will automatically be deleted. Note currently user message only appear as popup in Loans screen, user details popup message in development for Astria
- Delivery – This special action is provided for Libraries for the Blind, to allow for a delivery message to be added for output onto mailing labels. The message remains permanent.
- No operator prompt. – This prevents a message from being included as a popup on circulation screens e.g. Loans. This Message action type is most commonly used by automatic messages created by aurora e.g. The message detailing a user’s ‘claimed returned’ items is a prime example of this category.
Automatic Messaging #
Claimed Returned #
If an item is marked as Claimed Returned (as long as the loan has not yet been cleared), then a message is written automatically to the user’s messages.
Lost #
If an item is marked as Lost via the task to update overdue items to Lost or Missing, a user message is added, e.g. ‘Overdues. Item set to ‘Lost’. Due: dd/mm/yyyy , Item: xxxxxx (AU????????) Title’.
Suggestion Deleted #
Depending on the enterprise parameters of a library a message may be saved to the user messages which details the suggestion ID, Title of the suggestion and reason inputted when the suggestion was deleted.
Reservation Canceled
When reservation is cancelled a messaged can be saved to the user messaged when detail the title of the reserve and reason selected for the cancelation