Policy Pages

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Policy Pages is a form that is filled out by the local institution that is available to librarians helping your customers through the QuestionPoint software. These pages are designed to help other librarians not from your institution better help your customers. This page will tell you how to get to these pages within QuestionPoint for editing and viewing.

To fill out or edit a policy page

Liaisons are responsible for keeping the policy page information current. If any policies, alerts, events, or URLs change, you are responsible for keeping this information updated.

1. Log in to QuestionPoint using your 9 digit administrator log in and password. The project supervisors can give you these #'s if you do not have them.

2. From the main QuestionPoint screen, using the "Select Service" drop down menu at the top right of your screen (in the black bar across the top), select and go to "Profile"

3. Your default view in the "Profile" area will be the Institution Services tab and the Institution Services link. Under the same Institution Services tab (in the blue), select the "Policies" link at the far right of that top blue navigation bar.

4. To edit any section in the policy page, click the "edit" button next to the section. Remember to click "save" when you're done editing that section.

 

When filling out policy pages, please keep in mind that this information is designed to help the librarians that are helping your institution's customers. Please be as specific and detailed as you can. You can even go a step further and phrase things in such a way that the librarians chatting with your customers can simply cut and paste things from the policy pages to your customers. For example: "You can find your PIN number by..." versus "Customers can find their PIN #'s by..." 

For further details on individual fields and how to fill out the policy pages, check out the QuestionPoint wiki for Filling out & updating your policy page. Including the HTML made easy page that helps you add a little HTML coding to your page to make links or draw attention to something.

If you are able to, please provide a "dummy library card" barcode # and PIN or log in information. These dummy card #'s are not given to customers but allow the librarians chatting with your customers to gain access to the information your local librarians would- databases most often. Ask Julie if you have questions about this. 

To view a policy page

When you are currently chatting with a customer, to view their policy page simply click the "Policy Page" button in the center of your chat monitor. If your customer came in through InstitutionA but is really from InstitutionB, use the drop down menu at the top of the policy page to select the correct institution. 

When you are not currently chatting with a customer, to view a policy page:

1. log in to QuestionPoint using your 6 or 9 digit id# and password

2. from the main QuestionPoint screen, scroll down to the bottom of the left side navigation bar and click "Search Policy Pages"

3. a new window/tab will open with search options. To view a Maryland AskUsNow! institution profile, select "Maryland AskUsNow!" from the "Select BME" drop down menu. Click Search. You will see a list of all the institutions under AskUsNow!. Click on any blue link to view.

4. To view a library's policy page that is not an AskUsNow! Partner (a library outside of Maryland), type the library's name into the search box, use the location drop down, or look for their BME (umbrella institution)