End of Year and Start of Year Procedures
Getting Started
Data Conversion: What to Upload From Your Current System.
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
- How to search in the new Discovery Page
- NEW SmartSuite Discovery page
- Accessing Sora in SmartSuite
- Integrating with Literacy Pro
- Setting the Book Information page to appear as a pop-up (instead of a new tab)
- Setting the fields in bib info page.
Catalogue
- Editing asset information in Catalogue
- Adding series information for a catalogue item
- ACARA Sync - Catalogue Module
- NEW! - What to Do When a Book Isn’t on SCIS
- ACARA Sync
- Global Catalogue - Configuring SCIS API Details
Circulation
- What happens when you return a Lost item.
- Managing Bulk Loans in SmartSuite Using Class Lists from TASS
- Circulation - Enabling Kit Borrowing.
- Circulation - Loaning Out Resources
- Circulation - Renewing Resources
- Circulation - Returning Resources
Patron Management
- Allocating Patron information during a Patron Import
- Setting Up Your SmartSuite SMS Package
- SmartSuite Self-Registration Form
- Setting up Student Login
- Setting up Automatic Patron Sync with TASS
- Updating Patrons using Patron Import
Reporting
- 🔍 Checking Who Has Admin Access (and Keeping It Tidy)
- Reporting: Viewing patron emails through email log
- Adjusting result table spacing in Report Template
- How to Disable “Open PDF in Browser” for Google Chrome
- Creating a cost report
- Accessing Smart Reports
MailBox
- Preparing your CSV file for Patron Import
- Mailbox - Removing Users from the CC list in Mailbox.
- Mailbox - Uploading attachments to support tickets
- Mailbox - Filtering Support Tickets
- MailBox - Overview
- MailBox - System
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
Global Functions
- Changing catalogue security by Media type
- Changing Copy Status to 'Write Off'
- Unlocking Patron via Global Functions
- Changing Copy Status via Global Functions
- Changing Borrowing Status via Global Functions
- Saving your new Function in Global Functions
Authority Editor
- Creating a custom copy status
- Using Authority Editor
- How to use Authority Editor's Search Bar
- Setting Up 'Patron Security'
- Security Management Overview
- Adding a new 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
- Finding out what has been scanned into a stocktake.
- Stocktake FAQ's: Reporting & Wrong Counted Items
- Editing Wrong Counted Items in Stocktake
- Dealing with errors when scanning items in a stocktake
- Stocktake - Overview
- Creating a 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
- Configuration - How to change your school's logo
- Bulk moving patrons to Classification: "Left" and Homeroom: "Left"
Customisation
Integrations
System
- Updating Contact Permissions - Wonde
- Setting up Wonde - Patron Sync
- Setting up Single Sign On (SSO): Entra ID
- 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
Support
- Accessing Support
- Support Mailbox: How can I remove someone from my CC list?
- Feature Requests - TV4Ed
- Feature Requests: SmartSuite
- Avoiding Duplicates during a Patron Import
- Patron Loan Limits showing as nil