Staff Client Help v7.3 - v8.0
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<h1>Patron Services Administration Reference</h1>
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<p>The following tables include the permissions required to do specific Patron Services tasks, reference lists for Circulation permissions, and Patron Services parameters and profiles. </p>
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<ul>
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<li><a href="../PDPPermsRef/Circulation_and_Patron_Services_Workflow_Permissions.htm">Circulation and Patron Services Workflow Permissions</a>
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</li>
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<li><a href="../PDPPermsRef/Circulation_Permissions_List.htm">Circulation Permissions Reference</a>
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</li>
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<li><a href="../PDPProfRef/Patron_Services_Profiles_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor"> Patron Services Profiles Reference</span></a>
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</li>
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<li><a href="../PDPParamsRef/Patron_Services_Parameters_Reference.htm">Patron Services Parameters Reference</a>
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</li>
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<li><a href="../PDPnoticeParams/Notification_Parameters_Reference.htm">Notification Parameters Reference</a>
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</li>
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<li><a href="../PDPRequestParams/Request_Parameters_Reference.htm">Request Parameters Reference</a>
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</li>
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<li><a href="../PDPCreditParams/Credit_Card_Payment_Parameters_Reference.htm">Credit Card Payment Parameters Reference</a>
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</li>
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<li><a href="../PDPselfcheckParams/Self-Check_Parameters_Reference.htm">Self-Check Parameters Reference</a>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_73020_Patron_Services"></a>Patron Services Administration Overview</h1>
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<p>Polaris Administration settings control how Polaris data is categorized, used, and stored, and what functions are available to staff and patrons. You can make most administration settings by two methods: through the Administration Explorer, and through the appropriate workform for a specific record. Patron services administration includes specific settings for patron services and circulation functions. Many Patron Services Administration settings apply to both the Polaris staff client and Polaris Leap.</p>
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<p class="NoteShade"><b>Note:</b>
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<br />For information on the Patron Services Administration settings that affect Leap, see <a href="../../AdminLeap/AdminLeap.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris Leap Administration</span></a>.<span style="font-size: 11.0pt;"><a name="CSH_120"></a></span></p>
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<p>For more information on the features and functions for managing Polaris Patron Services, see the following topics:</p>
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<p><a href="../PDPstart/Setting_Circulation_Permissions.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Circulation Permissions</span></a>
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</p>
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<p class="indent2">Granting permissions for staff based on their library tasks.</p>
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<p><a href="../PDPstart/Setting_Patron_Services_Parameters_and_Profiles.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Patron Services Parameters and Profiles</span></a>
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</p>
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<p class="indent2">Overview of patron services parameters and profiles and how to set them.</p>
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<p><a href="../PDPpatacct/Defining_Patron_Account_Features.htm">Defining Patron Account Features</a> </p>
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<p class="indent">Setting up patron codes, user-defined fields, and patron custom data fields for patron records; NCIP mapping; setting defaults for patron registration and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">express registration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Entering patron information during the check-out process as a service to new, unregistered patrons.</span></a>; charging for patron registration; setting up patron messages; setting up patron photo identification and importing photos; options for duplicate detection, reading histories, deleting patron records; setting patron accounting functions; purging patron identification information from transaction logs.</p>
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<p><a href="../PDPCreditCard/Setting_Up_E-Commerce.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up E-Commerce - Overview and Requirements</span></a>
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</p>
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<p class="indent">Setting up credit card processing.</p>
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<p><a href="../PDPcircforms/Setting_Up_Circulation_Workforms.htm#XREF_62551_Setting_Up">Setting Up Circulation Workforms</a> </p>
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<p class="indent">Specifying the data fields for the check-out and check-in workforms.</p>
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<p><a href="../PDPreceipts/Setting_Up_Circulation_Receipts.htm">Setting Up Circulation Receipts</a>
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</p>
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<p class="indent">Setting up printed check-out and check-in receipts, Items Out receipts, fine receipts, hold slips/hold call slips, and in-transit slips; setting receipt printer control codes; Epson® ReStick™ printers; setting up eReceipts (e-mail and text message receipts).</p>
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<p><a href="../PDPitems/Item_Record_Circulation_Settings.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Item Record Circulation Settings</span></a>
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</p>
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<p class="indent">Defining the item record settings (material types and circulation statuses) that affect circulation; mapping item material types to NCIP medium types; setting a “shelving” status for display purposes; displaying an item’s last borrower.</p>
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<p><a href="../PDPPermsRef/Circulation_Permissions_List.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Circulation Permissions Reference</span></a>
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</p>
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<p class="indent">Specifying which library’s settings should control due date calculation, loan and request limits, and fine calculation.</p>
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<p><a href="../PDPloans/Defining_Loan_Periods.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Loan Periods</span></a>
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</p>
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<p class="indent">Settings for calculating due dates, loan period codes, loan periods, end-of-term due dates.</p>
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<p><a href="../PDPfines/Defining_Fines_and_Fees.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Fines and Fees</span></a>
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</p>
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<p class="indent">Fines and fees, including fine codes, fine amounts, fee descriptions, and replacement fees; setting default account actions for lost-and-recovered items; charging for checkout and renewal.</p>
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<p><a href="../../Public_Access_Admin/PDOpower/Set_up_Polaris_PowerPAC.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set up basic operating features for Polaris PowerPAC</span></a>
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</p>
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<p class="indent">Setting up automated collection agency reporting; processing collection agency reports.</p>
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<p><a href="../PDPrequests/Setting_Up_Holds_and_ILL_Request_Processing.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Hold and ILL Loan Request Processing</span></a>
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</p>
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<p class="indent">Setting up hold requests routing; setting up holds and interlibrary loan processing; restricting holds on specific items.</p>
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<p><a href="../../INN-Reach Integration/INNOverview/PolarisINNOverview.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Implementing and Using INN-Reach Integration</span></a>
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</p>
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<p class="indent">Overview and steps for implementing INN-Reach direct consortial borrowing with Polaris.</p>
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<p><a href="../PDPblocks/Defining_Circ_and_Request_Limit_Blocks.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Defining Circ and Request Limit Blocks</span></a>
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</p>
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<p class="indent">Item and patron blocks; loan and request limit blocks; blocking for estimated accrued fines; material type group limits; blocks on patron-initiated renewals and ebook circulation; associated patron blocking.</p>
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<p><a href="../PDPfloating/Setting_Up_Floating_Collections.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Floating Collections</span></a>
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</p>
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<p class="indent">Floating collections overview; designating floating collections; setting home and receiving branch policies; setting branch parameters; setup examples; reports.</p>
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<p><a href="../PDPoffline/Managing_Offline_Circulation.htm#XREF_40125_Getting_Started_in">Managing Offline Circulation</a> </p>
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<p class="indent">Setting up Polaris to work offline; using Polaris offline; uploading offline transactions (Bookmobile).</p>
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<p><a href="../PDPstats/Setting_Statistical_Codes_for_Reports.htm#XREF_22362_Administering">Setting Statistical Codes for Reports</a> </p>
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<p class="indent">Defining patron and item statistical codes for reporting purposes.</p>
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<p><a href="../PDPnotices/Managing_Notification.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Managing Notification</span></a>
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</p>
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<p class="indent">Setting up overdue, billing, hold request, fine, combined, and routing notices (print, e-mail, text message, and phone notification); reminders and special announcements; generating print, e-mail, and text message notices.</p>
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<p><a href="../PDPselfcheck/Setting_Up_SIP_Self-Check_Circulation.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up SIP Self-Check Circulation</span></a>
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</p>
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<p class="indent">Settings for SIP self-check systems.</p>
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<p><a href="../PDPcourse/Setting_Up_Course_Reserves.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Course Reserves</span></a>
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||||
</p>
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||||
<p class="indent">Overview and set-up information for media dispenser circulation in the staff client and Polaris ExpressCheck.</p>
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||||
<p><a href="../PDPcourse/Setting_Up_Course_Reserves.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Course Reserves</span></a>
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</p>
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<p class="indent">Enabling and configuring Borrow by Mail request processing.</p>
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<p><a href="../PDPoutreachSA/Setting_Up_Outreach_Services.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Outreach Services</span></a>
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</p>
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<p class="indent">Configuring Outreach Services: setting up delivery modes and routes; disability and equipment options; selection list filters; list view column heads; reader ratings scale and packing list.</p>
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<p><a href="../PDPcourse/Setting_Up_Course_Reserves.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up Course Reserves</span></a>
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</p>
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<p class="indent">Setting up course reserve functions to manage reserving and circulating items for academic courses.</p>
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<p><a href="../PDPreceipts/Setting_Up_eReceipts.htm">Circulation Permissions List</a>
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</p>
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<p class="indent">Reference list of circulation permissions as they appear in the Polaris Administration Explorer, Security view.</p>
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<p><a href="../PDPselfcheck/Set_SIP_self-check_parameters.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set SIP self-check parameters</span></a>
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</p>
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<p class="indent">Reference list of Patron Services parameters as they appear in the Polaris Administration Explorer - Parameters, Patron Services tabbed page.</p>
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<p><a href="../PDPProfRef/Patron_Services_Profiles_Reference.htm#XREF_93865_Patron_Services">Patron Services Profiles Reference</a> </p>
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<p class="indent">Patron Services profiles available at organization levels and reference list of Patron Services profiles as they appear in the Polaris Administration Explorer - Profiles, Patron Services tabbed page.</p>
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<p><a href="../PDPselfcheck/Set_SIP_self-check_parameters.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set SIP self-check parameters</span></a>
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</p>
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<p class="indent">Reference list of Notification parameters as they appear in the Polaris Administration Explorer - Parameters, Notification tabbed page.</p>
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||||
<p><a href="../PDPRequestParams/Request_Parameters_Reference.htm#XREF_78649_Request_Parameters">Request Parameters Reference</a> </p>
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||||
<p class="indent">Reference list of Request parameters as they appear in the Polaris Administration Explorer - Parameters, Request tabbed page.</p>
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<p><a href="../PDPselfcheckParams/Self-Check_Parameters_Reference.htm#XREF_49428_Self_Check">Self-Check Parameters Reference</a> </p>
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||||
<p class="indent">Reference list of SelfCheck Unit parameters as they appear in the Polaris Administration Explorer - Parameters, SelfCheck Unit tabbed page.</p>
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||||
<p><a href="../PDPCreditParams/Credit_Card_Payment_Parameters_Reference.htm#XREF_67185_Patron_Services">Credit Card Payment Parameters Reference</a> </p>
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||||
<p class="indent">Reference list of Credit Card Payment parameters as they appear in the Polaris Administration Explorer - Parameters, Credit Card Payment tabbed page.</p>
|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
|
||||
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|
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|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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Reference in New Issue
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