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Open the Staff Dashboard

To open and use the Staff Dashboard, follow these step-by-step instructions:

  1. Access the Content Management System and navigate to the Channels section from the left side menu options.
  2. Select the Channel you want to manage the pickup requests from.
  3. Within the selected Channel, click on the 'Collection / Pickup' tab.
  4. Select 'Open Staff Dashboard'. This action will load the Staff Dashboard in the selected tab.

CMS Open Staff Dashboard

  1. Once opened, the Click & Collect Staff Dashboard will load. The En Route, Ready, and Arrived columns will separate out the requests into the correct status:

    • A session will start at and appear within the En Route column when a patron submits their information on the Prepare Screen within your app. This column indicates the numnber of patrons that are currently coming to the library to pick up their items.
    • A session will move to the Ready column when a staff member has gathered the item(s) the patron is picking up and clicks the 'Items Pulled Button'.
    • A session will move to the Arrived column when a patron announces their arrival to the location for pickup.

  2. In the upper right corner of the Staff Dashboard, there is a 'Disable/Enable' toggle button:

    • Disabled means that patrons can't submit a request to pickup their items.
    • Enabled sets Click & Collect to active and allows patrons to submit requests for pickup.

  3. Also in the upper right corner, there is a hamburger menu option that houses the controls for the Staff Dashboard:

    • Location specifies which library dashboard is being managed. The locations listed here will be based on the channels you have permissions for.
    • Max Queue details the number of sessions allowed in Click & Collect. In the event a patron attempts to initate a pickup request that exceeds the Max Queue set, your app will display a busy screen to the patron's device.
    • View Forthcoming Sessions displays the patron's who have started the pickup request process but have not indicated that they are on their way to the library. While