The post Committee Module Home Page appeared first on MiBase New Zealand.
]]>There are two parts to this module.
If your library has purchased the premium module, the Home page will display these activities however if no premium module has been purchased the Home page will have no need to display anything.
If you are interested in the Committee premium module, feel free to contact us or read more on the Premium Module Page.
To start using the Committee module, go to Setup -> Committee
This home page will be blank, except for the module information in the blue box.
This Home page will feature the current month’s activities and the Meetings and Events calendar for the current month and the two next months.
At the beginning of each month, the month heading will update and the information recorded here will be removed ready for the new month’s recorded information. This information, although removed from the Home page, will still be listed on their relevant pages.
If you have added any events or meetings you will see different colours for each different type. Clicking the date will display the event or meeting’s information.
It is also possible to click the information to expand and see the complete event’s details with also a link to any documents attached.
On the left of the Home page, you can see five buttons. As explained above, the yellow buttons are part of the free module, the orange is the premium paid module.
The five buttons will appear on each of the pages so the admin will not need to visit the home page to access them.
Follow the links for more information on each page.
The post Committee Module Home Page appeared first on MiBase New Zealand.
]]>The post Meetings and Events page – paid module appeared first on MiBase New Zealand.
]]>The aim of this page is to help the Committee to organise and schedule the various events where toy libraries are involved in.
To add an event or meeting, go to Setup -> Committee -> Meetings and Events
Click Add New.
Fill in the boxes.
Click Save.
A Success box will appear. Click OK and it will take you back to the Meetings List page where you will see the event you have added.
In the Meetings list, alongside each of the event’s details, you will see three buttons.
The first button allows you to view the event’s detail page which shows all the details previously entered in the form when you created the event.
You will see there is another heading called Document which was not on the Add New event form. This is where, if you would like to add minutes, an agenda or any other document to this event, it will appear here for any Committee member to access.
To add a document you will need to first upload the file before saving it to the event.
The first step will be to upload the document to the Upload Files page under Setup.
Follow this link to learn how to upload files to MiBaseNZ.
When you upload a document, the last two boxes ‘Access to file’ and ‘Category’ must have the selection as shown below.
Once you have uploaded the document go back to Setup -> Committee -> Meetings and Events.
Find the event you wish to add the document to and click the Edit button.
You will now see an extra dropdown field called Minute which you do not see when adding a new event.
Select the document that you have uploaded and click Save.
A Success box will appear. Click OK and it will take you back to the Meetings list page.
As already mentioned above, the second button alongside an event is the Edit button. The third button is the Delete button.
If you have made a mistake or would like to update an event, click the Edit button, make the changes and click Save.
If you would like to delete an event, click the orange Delete button.
To sort or filter the list, click the arrows next to the heading you want to sort or filter the list by or type in the search boxes underneath the headings.
You can also download the list to PDF and/or Excel by clicking the Export to PDF or Export to Excel buttons. This will export the full list, not a filtered list. If you want to download a filtered list, export to excel and sort or filter through there.
Next to these buttons is the blue Documentation button. Clicking this, a short page instruction will appear giving you a quick overview of this page.
The post Meetings and Events page – paid module appeared first on MiBase New Zealand.
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