SmartSuite
All help on SmartSuite
Perks & Prints
Homepage Dashboard
- Creating a new page
- Duplicating a page
- Changing the name of your page
- Move a dashboard page to a different menu group
- How to add Block Styles to your page
- Editing your blocks
Searching
- Setting the Book Information page to appear as a pop-up (instead of a new tab)
- Setting the fields in bib info page.
- Default Copy Availability toggle.
- How do I edit my review?
- How to approve a reported review
- Why was my review not published immediately?
Reservations
Catalogue
- Global Catalogue - Configuring SCIS Details
- Global Catalogue - Importing Records (Importing From SCIS)
- Adding a New Title (Original Cataloguing)
- Adding a Copy
- Catalogue Alerts
- Deleting a Title
Circulation
- Circulation - Enabling Kit Borrowing.
- Circulation - Loaning Out Resources
- Circulation - Renewing Resources
- Circulation - Returning Resources
- Loaning Resources in Self Circulation
- Returning Resources in Self Circulation
Patron Management
- Viewing an Patron's Loan History
- Viewing a Patron's details in Patron Management
- How to convert a *.xlsx file to a CSV File in Microsoft Excel
- Unlocking a Locked Patron account.
- Adding a new administrator
- Adding a Teacher
Reporting
- Generating Report to show Titles without Barcodes
- Lost Items Report
- Duplicating a Report
- Viewing Email Template on Reports
- Editing a Report
- Building a Report in SmartSuite
MailBox
- Mailbox - Uploading attachments to support tickets
- Mailbox - Filtering Support Tickets
- MailBox - Overview
- Mailbox Newsletters - FSI
- MailBox - System
- Mailbox - Support Tickets
Workspace
- Viewing my Lessons (Workspace)
- Exporting a bibliography (reference list) for my lists (Workspace)
- Printing Resource Lists (Workspace)
- Deleting My Lists (Workspace)
- Adding URL's and YouTube clips to My Lists (Workspace)
- Deleting resources from My Lists (Workspace)
SmartClassrooms v3.0
- SmartClassrooms v3.0 - Creating a Lesson
- SmartClassrooms v3.0 - Adding Teaching Resources
- SmartClassrooms v3.0 - Adding Questions
- SmartClassrooms v3.0 - Clipping Videos
- SmartClassrooms v3.0 - Sharing Lessons
- SmartClassrooms v3.0 - Printing Question Worksheets
My Items
- My Items - Overview
- My Items - Adding Resources from My School Collection
- My Items - Adding Resources from TV4Education
- My Items - Filtering Using the Media Tabs
- My Items - Filtering Using the Search Filter
- My Items - Changing View Type
Global Functions
- Unlocking Patron via Global Functions
- Changing Copy Status via Global Functions
- Changing Borrowing Status via Global Functions
- Saving your new Function in Global Functions
- Using a Global Function to make a Change
- Creating a Global Function
Authority Files
- How to use Authority Editor's Search Bar
- Adding a new Classgrade
- Updating Loan Limits on a Classgrade
- Adding a Homeroom
- Editing a Homeroom
- Updating Security for a Classgrade
Ratings and Reviews
My Profile
- How to engage students with SmartSuite's My Profile (for Students)
- Downloading my FSI Professional Development Certificate
- Sharing my "Reviewer Profile"
- Unfollow a user
- Following a user
- Viewing my friends (followers)
Stocktake
- Dealing with errors when scanning items in a stocktake
- Stocktake - Overview
- Creating a Stocktake
- Scanning Items to a Stocktake
- Reporting in a Stocktake
- Globally Updating Information in Your Stocktake
Configuration
- Preventing Network Card Sleep to Ensure SmartSuite Reliability
- Whitelisting SmartSuite: Why It's Important & How to Do It
- Removing a Federated Search Area
- Adding a new Federated Search Area
- Updating the Remote Login Service configuration for libsol - funsol update.
- Configuration - How to change your school's logo
Customisation
Integrations
System
- Setting up Single Sign On (SSO): Azure
- Setting up Single Sign On (SSO): Google Authentication
- Setting up Single Sign On (WA SSO): SmartSuite Remote Services (SSRS)
- Setting up Single Sign On (SSO): ADFS / Metadata Import
- How to Create a New Virtual Directory
- Upgrading to v3.0
Support
- Avoiding Duplicates during a Patron Import
- Patron Loan Limits showing as nil
- 2025 FSI Competition: Win a free Coffee Cart Event
- FSI Scholarship Submission Form
- FSI Community
- Book a one on one Training