Staff Client Help v6.7
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPabout/Patron_Services_Administration_Reference.htm">Open topic with navigation</a>
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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 value="1"><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 value="2"><a href="../PDPPermsRef/Circulation_Permissions_List.htm">Circulation Permissions Reference</a>
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<li value="3"><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 value="4"><a href="../PDPParamsRef/Patron_Services_Parameters_Reference.htm">Patron Services Parameters Reference</a>
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</li>
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<li value="5"><a href="../PDPnoticeParams/Notification_Parameters_Reference.htm">Notification Parameters Reference</a>
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</li>
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<li value="6"><a href="../PDPRequestParams/Request_Parameters_Reference.htm">Request Parameters Reference</a>
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</li>
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<li value="7"><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 value="8"><a href="../PDPselfcheckParams/Self-Check_Parameters_Reference.htm">Self-Check Parameters Reference</a>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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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>
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</div>
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<col style="width: 50%;" />
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<tbody>
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<tr>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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</tr>
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</tbody>
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<col />
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<tbody>
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<tr>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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