Institution Administration

In the Administration module:

• Use the Institution tab to set up and manage your library's use of QuestionPoint.
• Use the Virtual Groups tab to join or create virtual groups online.

The following are Institution and Virtual Groups help topics:

Accounts

• Create librarian accounts
• Edit librarian accounts
• Remove librarian accounts
• Can I create additional administrator accounts?

Announcements

• Provide staff announcements

Passwords

• E-mail a password and authorization
• Reset a password
• Search for an account using Find and Find Next
• Forgotten password

Settings

General Settings

• Default Service Language
• Timezone (including DST offset)
• Outgoing Address (overview)
• Specify where to send patron e-mail replies (outgoing address)
• Set the e-mail notification address

Web Form Assignment

• Set up web form assignment

Custom Messages

• Custom messages (overview)
• Include/exclude patron account information in custom messages
• Customize e-mail messages to patrons
• Customize the question acknowledgement page
• Customize the Refer by E-mail message to subject-matter experts
• Set custom reply text

Chat Transcripts

• Include/exclude transcripts of our chat sessions with other libraries' patrons

Descriptive Codes

• Descriptive Codes

Forms Management

• Forms Management
• Create your group's chat forms
• Specify the initial Web page for the Viewport
• Display links to your reference service
• Display links in WorldCat to your reference service
• Set up spam filters for your e-mail question form
• Create your library's e-mail question form
• Set up your library's chat form
• Create your Qwidget (QuestionPoint widget)
• Set up web form assignment
• Customize the Librarian-is-Typing message

Surveys

• Patron surveys
• Create/manage patron survey forms
• View patron survey reports

Administrator collaboration

• Administrator collaboration in a Subscription Group

Virtual groups

• Virtual groups (overview)

Join virtual groups

• Join a group
• Set up coverage for Web-form questions
• Leave a group
• Group Enrollment links, boxes and button
• Group entry on the Group Enrollment screen
• Membership/approval status in a group

Create virtual groups

• Make a subscription group "public"
• Create a virtual group
• Activate and manage members of a virtual group or public subscription group
• Update or delete a virtual group
• Update or delete a public subscription group

Frequently Asked Questions

• What are account privileges?
• What's the difference between the local and global Knowledge Base?
• For which actions will the system automatically generate e-mail to notify the Librarian?
• Can I edit/update the Login ID for an existing account?