LACKAWANNA COUNTY LIBRARY SYSTEM

Workflows

An Introduction, a “Workflows” graphic and the following: "What is Workflows? The Workflows client features wizards that allow you to perform complex library tasks quickly and efficiently. Turn to the next page for a list of the wizards.”

Circulation Wizards

Icon Wizard Descriptions

Checkout Check out item(s) to user

Discharge/Check in Check in item(s) returned to library by user

Renew User Charges Renew all or single item for user

Renew Single Item Renew a single item, no user information required

Bill a User Create a record for money owed by user to library

Pay Bill Accept payment for user bill(s)

User Display Display user records

New User Registration Add a user record to a new user

Confirm Address Confirm and correct user’s address

User Lost Card Update user record with new identification, blocking old record

Renew Privilege Extend/renew user’s library privileges

User Claims Returned Mark user’s charges with the return date claimed

Modify User Change information in a user record

Hold Maintenance Display Hold options

Place Hold Hold item for user

Trap Holds For item(s) entered, attach hold to item

Display User Holds Display all holds for a user

Remove User Hold Select hold to remove from list of user holds

Display Item Holds Display all holds on an item

Remove Item Hold Select hold to remove from list of item holds

Add Brief Title Add brief title, call number, and copy to the catalog

Item Search and Search and display an item

Display

What’s In Transit? Displays items In Transit to your library.

Receive Items In Transit Receive items that come via the van

Check Item Status Find out current status of an item and suggested actions.

Mark Item Missing Marks Items record as missing.

CHECK OUT

1. Click on “Checkout” or press F5.

2. At the User ID prompt, scan or type in the User ID #. If you do not know it, use “Lookup User” which appears in the upper left-hand corner of the Checkout window.

3. At the Barcode # prompt, scan in the item's barcode.

4. When you are done charging materials to that particular user, click on “Checkout New User” to check materials out to another user. (NOTE: To close an open window, press ESC.)

NOTE: Workflows will print out a receipt for the user. When you are done charging out to a user, go over to the receipt printer and press the "Sel" button. When the "Sel" light is off, press the "LF" button to advance the paper. Tear off the user's receipt and give it to him/her. Press the "Sel" button again to reengage the printer.

DISCHARING

1. Click on “Discharging” or press F6,

2. Scan in the item barcode.

3. Watch the screen for Holds or Intransit messages.

4. When you are done, press ESC to close the window.

RENEW USER CHARGES

1. Click on “Renew User Charges” or press F7.

2. If you know the User ID, scan or type it in. If not, click on “User Lookup” to find it by name.

3. When the Renew User screen appears, select All in the Renew field to renew all user charges. To renew selected user charges, select Selected in the Renew field. Select the appropriate charge(s) by clicking on the gray box next to “renew.”

4.Click on OK.

5. A message will appear telling you if any of the renewals failed. If any failed, investigate them by clicking on Review Items.

RENEW SINGLE ITEM

1. Click on “Renew Single Item” or press SHIFT + F7.

2. Type or scan in the item barcode #.

BILL USER

NOTE: A user isn't billed for an overdue item until that item is discharged.

1. Click on Bill a User: or press SHIFT + F8

2. In the “Reason for Bill” field, select one of the following

BAD-CHECK

BARCODE

DAMAGED

DELINQUENT

FAX

EQUIP-USE*

ILL-CHARGE

LOST-ITEM*

LOST-CARD

OVERDUE*

PHOTOCOPY

PRINT-OUT

PRIVILEGE (Non-Resident Borrowing Fee)

*These bill reasons are associated with an item. You will be prompted for an item barcode. If you do not know the item barcode, use Item Search and Display as instructed in Section Twenty-Two.

3. In the User ID field, type or scan in the User ID. If you do not know it, click on the Lookup User icon which appears in the Bill a User window.

4. Click on OK.

5. When the “Enter Bill Information” window appears, enter the bill amount in the “Bill Amount” field as in the following example: 5.00

6. Click on “Pay Later”. (NOTE: In most cases, LCLS libraries do not create bills in Workflows for fines/fees that the user decides to pay immediately.)

PAY BILL

1. Click on “Pay Bill” or press F8.

2. Scan or type in the User ID # or use “Lookup User” if the User ID is unknown.

3. Information about how much the user currently owes will appear.

4. Tab over to the Payment field and type in the amount of money you have received from the user (even if you owe them change) as in the following example: 5.00

5. In the Payment Type field, select one of the following:

CASH

CHECK

FORGIVEN

CANCEL

6. Click on OK.

7. The amount of change you owe the user will appear in the Change field.

DISPLAY USER

1. Click on “User Display” or press F2.

2. Lookup the user by name or User ID.

3. Click on OK or press "Enter" to call up the user’s record.

NOTE: To see the user’s PIN number, use the Modify User wizard.

NEW USER REGISTRATION

1. Ask the user for proper ID (e.g.; valid LCLS card; driver's license; U of S, Marywood, or Penn State student ID).

2. In “User Display” or press F2 to look up the user by name to make sure they are not already registered.

3. Click on “New User Registration” or press SHIFT + F1.

4. Attach the next available user barcode (one that says "Lackawanna County Library System") to the library card. NOTE: User barcodes begin with the number 4. Item barcodes begin with the number 5.

5. In the “Profile Name” field, select one of the following:

ADULT: A user who is thirteen years of age or older who lives in Lackawanna County.

JUV: A user who is twelve years of age or younger who lives in Lackawanna County.

ACCESSADU: A user who is thirteen years of age or older who does not live in Lackawanna County but who has a card from another library with an Access PA sticker.

ACCESSJUV: A user who is twelve years of age or younger who does not live in Lackawanna County but who has a card from another library with an Access PA sticker.

NETONLY: A user who is a non-resident, cannot produce valid ID, or does not have a permanent address who requires Internet access. The user is assigned a 1 month privilege. User cannot check out any materials other than Internet terminals.

NON-RESADU: A user who is thirteen years of age or older who does not live in Lackawanna County but who has paid the non-resident fee.

NON-RESJUV: A user who is twelve years of age or younger who does not live in Lackawanna County but who has paid the non-resident fee.

SPECIAL: A user who is a board member, staff member, or volunteer at any LCLS library.

STUDENT: A user who does not live in Lackawanna County permanently, but who is a student at the University of Scranton, Marywood College, or Penn State.

TEMP: A user who has no permanent address. The user is assigned a 1 month privilege and limit of three items at a time.

6. Put your cursor in the User ID field. Type or scan in the User ID. If you typed it in, press “Enter.” If you scanned it in, do nothing.

7. A new window will appear. In the Lastname, Firstname field, type in the user's name as in the following example: Gingrich, Newt Delete all remnants of Name Not Yet Supplied.

8. Tab down to the Title field. Type in one of the following depending on the desire of the user:

Mr.

Mrs.

Miss

Ms.

9. Tab down to the Alt ID field. Type in the user’s PA drivers license number, social security number, Marywood student ID number, U of S student ID number, or Penn State student ID number, or old LCLS number. Type in the number without dashes or spaces. Please use the following prefixes:

Driver's License: PADL

Pennsylvania ID Card: PAID

Marywood ID: SI

U of S ID: SI

Penn State ID: SI

Social Security: SS

Thus, using my Driver’s License Number, my Alt ID would be: PADL1234567,

Social Security and Student ID’s would be: SS1234 (only use last 4 digits of SS and SI number)

10. Tab down to the “Library” field. It should default to your library. If your library name does not appear in the field, please select it from one of the following choices:

ABINGTON

CARBONDALE

CHILDLIB

DALTON

GREENRIDGE

INTERBORO

N-POCONO

PROVIDENCE

SCRANTON

TAYLOR

11. Click on the “Privilege” tab. Give the patron his/her PIN number. If they would like a different PIN number, delete the characters currently in the field, type in the new PIN number, and override.

12. Click on the “Demographics” tab. Tab over to the “User Type” field and enter a selection based on where the user lives using the chart that appears below

If user is not a Lackawanna County resident, select one of the following:

NONRES: User is not a resident of Lackawanna County but has paid the non-resident fee.

ACCESS: User is not a resident of Lackawanna County but has a card from another library with an Access Pennsylvania sticker.

SCRANTON: User is a student at the University of Scranton

MARYWOOD: User is a student at Marywood College.

PSU: User is a student at Penn State.

13. Tab over to the “Municipality” field and select the name of the municipality where the user currently lives. NOTE: This may differ from the city listed in the user's mailing address.

14. Tab over to Student Affil. Fill in only if the user is enrolled at a university or college that has a reciprocal borrowing agreement with the Lackawanna County Library System. Type in the name of the school as follows:

University of Scranton: SCRANTON

Marywood: MARYWOOD

Penn State PSU

15. Tab over to the Birth mmyy field. If the user appears to be age 18 or below, obtain the user’s date of birth from their ID. Enter it using the mmyy format. Thus, someone born on July 5, 1982 would have the following characters in their Birth mmyy field: 0782

16. Click on the “Addresses” tab. Type in the user's primary address (where they reside most of the year) in Address #1. For student users this should reflect their in-county address. If there are uncommon circumstances, please use the Extended Information tab.

17. If the user is a student, enter their home address in the Address #2 section. For all other users, this should reflect their 2nd address.

18. If necessary (e.g.; if the user has a different summer address), fill out the Address #3 section.

19. Click on OK when you are done and the user will be registered.

20. Return the signature form to the SPL Circulation Department.

CONFIRM ADDRESS

1. Click on “Confirm Address”

2. Look up user by name or User ID.

3. Click on OK.

4. Edit as needed.

5. Click on OK when you are done.

USER LOST CARD

1. Click on User Lost Card:

2. Lookup the user by name or User ID.

3. Click on OK or press "Enter" to call up the user’s record.

4. Click on the “Summary” tab and make sure the user’s status is OK. If status is DELINQUENT or BLOCKED, the user should return all delinquent materials and pay all associated bills before he is issued new card.

5. Click on Address tab. Verify that address information is current. If it is not, edit address information by clicking on Confirm Address:

6. Click on “Assign New Card”.

7. Type or scan in the new User ID when prompted.

RENEW PRIVILEGE

1. When Privilege Expired error window appears at Checkout, DO NOT CLICK ON EXTEND PRIVILEGES.

2. Click on “User Display” or press F2.

3. Look up user by name or User ID.

4. Click on the “Summary” tab and make sure user status is OK. If status is DELINQUENT or BLOCKED, the user should return all delinquent materials and pay all associated bills before their privilege is updated.

4. Click on “Address” tab. Verify that address information is current. If it is not, click on Modify This User. Click on the “Address” tab and edit address as needed.

5. Click on OK.

6. Click on “Renew Privilege” .

7. Look up user by name or User ID.

8. Renew Privilege by pressing “Enter” or clicking on OK.

USER CLAIMS RETURNED

TO MARK A CLAIMS RETURNED:

1. Click on “User Claims Returned” .

2. Lookup User by name or User ID.

3. When the Claims Returned window appears, type the due date of the item(s) in the Claims Returned field as in the following example: 3/31/98.

4. Click on OK or Press "Enter."

TO UNMARK A CLAIMS RETURNED (IF AN ITEM IS FOUND ON THE SHELF):

1. Click on “Discharge” or press F6 to discharge the item from the user’s record.

2. Click on “Modify a User” or press SHIFT + F3.

3. If the correct User ID fails to appear, scan or type in the User ID.

4. Click on the “Privilege” tab.

5. Click on the “Claims Returned” field and edit the number of Claims Returned items to its appropriate number.

6. Tab over to the “Override” field.

7. Enter the Override.

8. Click on OK or press “Enter.”

MODIFY USER

1. Click on “Modify a User” or press SHIFT + F3

2. Lookup User by name or User ID.

3. Edit as needed.

4. Click on OK when you are done.

PLACE A HOLD

IMPORTANT: Holds should not be placed on books marked “non-reservable” (NON-RES), feature videos, magazines, and reference books.

1. Click on “Holds Maintenance” or press F9

2. Click on “Place a Hold”

3. Lookup User by name or User ID.

4. Click on OK.

5. When you are in the “Place Hold” window, make sure the oval next to System is blackened.

6. Select the “Pickup Library” in the “Pickup At” field.

7. Click on OK.

TRAP HOLDS

USAGE: This wizard is used to send on-shelf items with holds INTRANSIT to the Pickup Library. It is usually used in tandem with the Picklist.

1. Click on “Holds Maintenance” or press SHIFT + F9

2. Click on the “Trap Hold wizard”

3. In the Barcode field, scan or type in the Item ID of the item.

4. Follow on screen instructions.

SPECIAL SCENARIOS

If the item listed on the Picklist is missing…

1. If you are certain the item is missing, click on the Mark Item Missing wizard and type in the Item ID. Override as required. If another library has an available copy of the item, it will appear under that library on the following day’s Picklist. If there is another copy in the system that is CHECKEDOUT, the hold will be treated like a normal system-level hold. If the missing copy is the only copy in the system, the hold will remain with the item until the item is discharged or replaced.

2. If the missing item is located, discharge it and route as instructed

If only one part of a multi-part set appears on the Picklist….

1. Look up the item using the Item Display wizard. (See Section Twenty-One.)

2. Click on the Holds tab and take note of the User ID and Pickup Library associated with the hold.

3. Use the Place Hold wizard to place a Copy Level hold(s) on the barcodes of the pieces that do not appear on the Picklist. Make sure the User ID and Pickup Library are identical to the hold that appears on the Picklist. (See Section Fourteen for more information on placing a hold.)

4. After creating Copy Level holds for all of the barcodes associated with the item, use the Trap Hold wizard to see them Intransit to the Pickup Library.

If you have multiple copies of a title, but the copy on the Picklist is missing….

1. OPTIONAL: If you are sure the item is missing, apply the Mark Item Missing wizard to the item. (See Section Twenty.)

2. Use the Trap Hold wizard to send the alternate copy Intransit to the Pickup Library.

If, upon applying the Trap Hold wizard, you receive an “Item has no holds” error...

1. Put the item back on the shelf.

If a Picklist item is not on the shelf and the item has a Current Location of CHECKEDOUT…

1. Do nothing. When that item is discharged or another copy of the same title is discharged, it will go to fulfill the hold. IMPORTANT: Items that have a Current Location of CHECKEDOUT should not be marked MISSING.

If another patron tries to check out an item with holds prior to applying the Trap Hold wizard…

1. If a patron tries to check out an on-shelf item with a hold before you have a chance to apply the Trap Holds wizard, you will receive the following message in the Checkout wizard: On Hold in Another Library.

2. Select Checkout to User. The item will be checked out to the user, but the hold will still be on all copies of that title.

DISPLAY USER HOLDS

1. Click on “Holds Maintenance” or press SHIFT + F9

2. Click on “Display User Holds”

3. Lookup User by name or User ID.

4. Click on OK or press “Enter.”

CANCEL OR REMOVE USER HOLDS

1. Click on “Holds Maintenance” or press SHIFT + F9

2. Click on “Remove User Holds”

3. Lookup User by name or User ID.

4. To remove all holds for this user, select Remove: All. To remove selected holds for this user, select Remove: Selected and place a red checkmark in the gray box next to each hold you would like to remove.

5. Click on OK or press “Enter” to remove hold(s).

IMPORTANT: Once a hold is available and waiting for a patron, it cannot be removed. If a patron says they no longer want a hold that is available for them, please follow these instructions:

1. Checkout item to user CANCELHOLD.

2. You will be prompted for an override. Enter the HOLD override but DO NOT PRESS “ENTER.”

3. Click on the button that says Override, Checkout Item, Cancel Hold.

4. Immediately discharge the item.

5. Follow routing instructions.

DISPLAY ITEM HOLDS

1. Click on “Holds Maintenance” or press SHIFT + F9

2. Click on “Display Item Holds”

3. Lookup item by Item ID. If you do not know it, use the Item Search and Display wizard. See Section Twenty-Two for more details.

4. Click on OK or press “Enter” to display holds.

CANCEL OR REMOVE ITEM HOLDS

1. Click on “Holds Maintenance” or press SHIFT + F9

2. Click on “Remove Item Holds”

3. Lookup item by Item ID. If you do not know it, use the “Item Search and Display” wizard.

4. Click on OK or press “Enter.”

5. To remove all holds for this item, select Remove: All. To remove selected holds for this item, select Remove: Selected and place a red checkmark in the gray box next to each hold you would like to remove.

6. Click on OK or press “Enter” to remove holds.

IMPORTANT: Once a hold is available and waiting for a patron, it cannot be removed. If a patron says they no longer want a hold that is available for them, please follow these instructions:

1. Checkout item to user CANCELHOLD.

2. You will be prompted for an override. Enter the HOLD override but DO NOT PRESS “ENTER.”

3. Click on the button that says Override, Checkout Item, Cancel Hold.

4. Immediately discharge the item.

5. Follow routing instructions.

ADD BRIEF TITLE

1. Attach an item barcode to the item you want to circulate.

2. Click on “Add Brief Title”

3. In the Personal Author field, type the name of the author, last name first.

4. Type the title in the Title field. VERY IMPORTANT: DO NOT CLICK ON OK AT THIS POINT.

5. Tab down to the New Call Number field and enter call number.

6. Tab down to the Type field and select the type that most closely matches the item you would like to circulate. Choose one of the following:

Adult Paperback PAPER-ADU

Juvenile Paperback PAPER-JUV

Inter-Library Loan Book ILL-BOOK*

Adult Magazine MAGAZIN-AD

Juvenile Magazine MAGAZIN-JU

Rental NEWBOOK

7. Tab down to the “Home Location” field and select the appropriate location.

8. Tab down the “Barcode” field and scan in the barcode of the Item.

9. Click on OK.

NOTE: All items must be removed by the Technical Services Department.

*NOTE ON ILL-BOOKS: When an ILL-BOOK is returned and discharged, it should be forwarded to the Scranton Public Library with the following notation: Route to ILL Office. The short record for that item will be removed by the Inter-Library Loan Department.

ITEM SEARCH AND DISPLAY

1. Click on “Item Search and Display” or press F10.

If you know the Item ID…

1. Click on the oval next to “Exact” so that it turns black and select Item ID from the pull-down menu of searchable fields below the word Search.

2. Tab over to the field to the right of “Item ID” and scan in the Item ID.

3. The wizard will default to the “Bib” tab that contains bibliographic information on the title that corresponds to the item ID.

4. Moving to the “Vol/Copy” tab will give you specific information on the item in question. TO DISPLAY DETAILED INFORMATION ABOUT AN ITEM SUCH AS DATE LAST CHARGED, PREVIOUS USER ETC, click on the call number and Item ID which are underlined with a broken line and appear above the Vol/Copy tab.

5. To display lists of current charges or holds on that specific item, click on the Checkouts or Holds tabs. If the tabs are not displayed, click on the tab with the right arrows.

If you do not know the Item ID…

1. Click on the oval next to “Search” so that it turns black and select the index you would like to search (e.g.; General, Author, Title etc.) from the pull-down menu of searchable fields below the word Search.

2. Tab over to the field to the right of the one you were just working with and type in your search term.

3. Click on OK.

4. A list of titles that match your search will appear. Click on the one you are interested in so it turns blue and click on the “Detailed Display” button.

5. The wizard will default to the “Bib” tab which contains bibliographic information on the title you selected.

6. Select the “All Volumes” tab and select the copy you would like to display in detail.

7. Click on the “Display Vol/Copy” button.

8. The wizard will default to the “Bib” tab which contains bibliographic information on the title you selected.

9. Moving to the “Vol/Copy” tab will give you specific information on the item in question. TO DISPLAY DETAILED INFORMATION ABOUT AN ITEM SUCH AS DATE LAST CHARGED, PREVIOUS USER ETC., click on the call number and Item ID which are underlined with a broken line and appear above the “Vol/Copy” tab.

10. To display lists of current charges or holds on that specific item, click on the “Checkouts” or “Holds” tabs. If the tabs are not displayed, click on the tab with the right arrows.

To browse by call number…

1. Click on “Set Options” for “Item Lookup” which is in the upper left-hand corner of the Item Search and Display wizard.

2. Select the “Browse” tab.

3. Change the Shelving Scheme from LC to DEWEY.

4. Click on OK.

5. Blacken the oval next to “Browse”.

6. Select “Call Number” as the field to search.

7. Enter the call number but do not click on OK or press “Enter” at this time.

8. Select a “Library”.

9. Click on OK or press “Enter.”

REMOVING A USER

1. Click on the Command pull-down menu.

2. Select My Wizards.

3. From the list of possible selections, select USERREMOVE.

4. Click on OK.

5. Lookup user by Name or User ID.

6. A screen will appear with information on the user. After checking to make sure it is the right user, click on Remove User.

SCREEN PRINTING

1. Click on the “Print” icon

2. Workflows will call up Word Pad or Word.

3. Click on the File pull-down menu.

4. Select Print.

5. When the Print window appears, click on OK.

6. When printing is complete, click on the File pull-down menu.

7. Select Exit to return to Workflows.

STARTING AND STOPPING STAFF WORKSTATIONS

TO START STAFF WORKSTATIONS:

1. Press the power button on the front of the computer and monitor.

2. Workflows should then come up automatically. If it does not, double-click on the Workflows icon on the desktop.

3. When prompted for your User ID and PIN, enter them and click on OK.

4. Wait for files to load. Depending on where you are, it could take as long as five minutes. If the computer freezes in the middle of loading the file, click on CANCEL and exit out of Workflows by choosing Exit from the File pulldown menu. Return to Step #2.

TO STOP STAFF WORKSTATIONS:

1. Select Exit from the File pulldown menu.

2. Answer OK when warned that you are about to end your workstation session.

3. When you have been returned to the Windows desktop, click on the Start Menu in the lower left hand corner of the screen.

4. Select Shutdown.

5. Select Shutdown the Computer.

6. Click on Yes.

7. Turn off power button on monitor.

STARTING AND STOPPING PUBLIC WORKSTATIONS

TO START PUBLIC WORKSTATIONS:

1. Press the power button on the front of the computer and monitor.

2. When you are at the Windows95 Desktop, double-click on the Library Catalog shortcut if Webcat does not come up automatically.

TO STOP PUBLIC WORKSTATIONS:

1. Select Exit from the File pull-down menu.

2. When you have been returned to the Windows desktop, double-click on the icon Shutdown! Staff Use Only!

3. When prompted for a password, type the following:

seeya

4. Press ENTER.

5. When prompted, select Shutdown the Computer.

6. Click on Yes.

7. Turn off power button on monitor.

ITEM SEARCH AND DISPLAY

1. Click on “Item Search and Display” or press F10.

If you know the Item ID…

1. Click on the oval next to “Exact” so that it turns black and select Item ID from the pull-down menu of searchable fields below the word Search.

2. Tab over to the field to the right of “Item ID” and scan in the Item ID.

3. The wizard will default to the “Bib” tab that contains bibliographic information on the title that corresponds to the item ID.

5. To display lists of current charges or holds on that specific item, click on the Checkouts or Holds tabs. If the tabs are not displayed, click on the tab with the right arrows.

If you do not know the Item ID…

2. Tab over to the field to the right of the one you were just working with and type in your search term.

3. Click on OK.

4. A list of titles that match your search will appear. Click on the one you are interested in so it turns blue and click on the “Detailed Display” button.

5. The wizard will default to the “Bib” tab which contains bibliographic information on the title you selected.

6. Select the “All Volumes” tab and select the copy you would like to display in detail.

7. Click on the “Display Vol/Copy” button.

8. The wizard will default to the “Bib” tab which contains bibliographic information on the title you selected.

10. To display lists of current charges or holds on that specific item, click on the “Checkouts” or “Holds” tabs. If the tabs are not displayed, click on the tab with the right arrows.

To browse by call number…

1. Click on “Set Options” for “Item Lookup” which is in the upper left-hand corner of the Item Search and Display wizard.

2. Select the “Browse” tab.

3. Change the Shelving Scheme from LC to DEWEY.

4. Click on OK.

5. Blacken the oval next to “Browse”.

6. Select “Call Number” as the field to search.

7. Enter the call number but do not click on OK or press “Enter” at this time.

8. Select a “Library”.

9. Click on OK or press “Enter.”

WHAT’S IN TRANSIT?

1. Click on What’s In Transit?

2. Wizard will display all items currently IN TRANSIT to your library. You can sort by Date Sent, Call Number, Title, Originating Library.

3. Click on the Receive Item button to receive an In Transit item at your library.

RECEIVE ITEMS IN TRANSIT

1. Click on Receive Items In Transit.

2. Scan or type in the barcode.

3. The wizard will provide you with instructions for handling the item.

NOTE: Use this wizard to take items out-of-transit that are in transit to another library.

CHECK ITEM STATUS

1. Press F12 or click on Check Item Status.

2. Scan or type in the barcode.

3. The wizard will provide you with the current status and, if appropriate, suggest possible actions.

Mark Item Missing

1. Click on Mark Item Missing.

2. Type in barcode number of missing item (note: field to the left of barcode needs to be set for item id).

3. Click OK.

STANDALONE

1. Exit out of Workflows by clicking on the File pulldown menu and selecting Exit.

2. Insert the Standalone diskette in the diskette drive.

3. Double-click on the Standalone icon.

4. If the program runs in a window, click on the button at the top of the window that contains four arrows pointing up / down / left / right. If the program fills the entire screen, proceed to Step #5.

5. At the C:\windows prompt, type the following:

Press Enter.

6. At the A:\ prompt, type the following:

wsstand

Press Enter.

7. When the prompt "Command:Login" appears at the top of the screen, press ENTER.

8. In the User Access field, make sure the login that you usually use appears. If it does, press ENTER. If it does not, type it in and press ENTER.

9. The phrase "Login Complete" should appear in red near the top of the screen.

10. Press F5 to test the Charge Item command. Scan in a User Barcode.

11. Check to see if the barcode scanned correctly. If it did, proceed to Step #14. If it did not, return to Step #10 and type in the barcode number.

12. Check to see if it typed correctly.

13. If it did, press ENTER. If it did not, halt Standalone using the instructions that appear below. Insert another Standalone diskette and return to Step #3.

14. Type or scan in the Item Barcode.

15. If the message "Charge Recorded" appears on the screen, you may begin charging items on Standalone.

16. IMPORTANT: In Standalone, you have the opportunity to enter an Alt Due Date. Do not use this field. When the standalone diskette is loaded, the system will automatically compute the due date based on the item type.

USING STANDALONE: HELPFUL TIPS

* Use Standalone only for charging unless instructed otherwise by Scott.

* Do not switch from Standalone to normal operations until you are instructed to do so by Scott (even if you discover that the system has been restored).

* Receipt printing is not available on Standalone.

* When exiting Standalone, always use the instructions below.

HALTING AND LOADING STANDALONE DISKETTES

1. At the end of the business day or when instructed to do so by Scott, halt Standalone by returning the cursor to the line labeled "Command:". You can do this by holding down the SHIFT key and pressing TAB once.

2. Type the following in the line labeled "Command:":

HALT

Delete all extra characters with the space bar and press ENTER.

3. At the A:\ prompt, type the following:

EXIT

4. Press ENTER to return to Windows.

5. Send the used Standalone diskettes to Scott via the van for reprocessing.