Difference between revisions of "Koha-Library-Software/C2/Duplicate-a-Budget/English"
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Latest revision as of 16:53, 8 December 2024
Title of the Script: Duplicate a Budget
Author: Vaibhavi Satardekar and Maya Hans
Keywords: Koha, Koha 24.05, Koha Budget Duplication, Koha Administration Module, Duplicate Budget, Adjusting Budget Amounts in Koha, Fiscal Year Budget Duplication, Fund Allocation for New Budget, Video Tutorial.
Prerequisite tutorial: Allocate Fund
| Visual Cue | Narration |
| Slide Number 1
Title Slide |
Welcome to this Spoken Tutorial on Duplicate a Budget in Koha. |
| Slide Number 2
Learning Objectives We will learn how to:
|
In this tutorial, we will learn how to -
|
| Slide Number 3
System Requirements To record this tutorial, I am using
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To record this tutorial, I am using
I also have a working internet connection. |
| Slide Number 4
Pre-requisites |
To follow this tutorial, you should have
Also, you should have knowledge of Library Science. |
| Show Koha login interface | Let us switch to the Koha interface. |
| Login to Koha with Username as Bella and Password as Library@1. | For login, I will type the username as Bella and the password as Library@1.
If you had given a different username and password, then type that. To choose the Library from the drop down select Spoken Tutorial Library. Click on Login. |
| Show Koha staff Interface | The Koha staff interface opens. |
| Narration only | Now, let’s go ahead to Duplicate a Budget. |
| Show Koha interface >> Koha administration | For that click on the Koha administration module. |
| Koha administration page | Koha administration page opens. |
| Go to the section Acquisition parameters click on Budget | Now scroll down and go to the Acquisition parameters section.
Click on Budgets. |
| Cursor on Budgets page | The Budgets page opens. |
| Slide Number 5
Why to duplicate a Budget Suppose the budget amount and amount of funds is same for the next financial year.
|
But before that, we must first learn why we should duplicate a Budget.
Suppose the Budget amount and amount of Funds is same for the next financial year.
|
| Spoken Tutorial Library 2023-2024 Phase I
Click on the Actions button Cursor on: Duplicate |
So, to duplicate a budget of Spoken Tutorial Library 2023-2024 Phase I.
Click on the Actions button at the extreme right. From the drop-down, select Duplicate. |
| Duplicate budget page | A Duplicate budget page opens. |
| Point to the fields marked in red. | Notice that all the fields marked in red are mandatory. |
| Enter:
Start date: as 04/01/2024 MM/DD/YYYY) End date: as 03/31/2025 (MM/DD/YYYY) |
Enter the Start date and End date for the next year’s Budget as shown here. |
| Cursor on Description
Type- Spoken Tutorial Library 2024-2025, Phase II. |
Next is the Description field.
Note that- Description details should be such that it can be easily identified with a particular Budget later. Koha by default, shows the previously entered description. But we will rename it as Spoken Tutorial Library 2024-2025, Phase II. |
| Cursor on Change amounts by:
Enter -20% |
In the field for Change amounts by:
Recall that an amount of Rs 500000 lakh was approved for Spoken Tutorial Library. Hence, we will enter -20 (minus 20 percent) to take out an amount of Rupees 1 lakh |
| Cursor on If amounts changed, round to a multiple of | The next field is If amounts changed, round to a multiple of:
We will leave the field blank. |
| Cursor on Mark the original budget as inactive : blank | Going further, we have the checkbox for Mark the original budget as inactive.
If we select this checkbox, the original Budget will no longer be used. We will leave this checkbox as it is. |
| Cursor on Set all funds to zero | Lastly, we have the checkbox for Set all funds to zero.
Check this box if you want the new Budget to have the same Fund structures as the previous Budget. But please note- no allocations will be allowed until you manually enter an amount in the Fund. So, we will also leave this checkbox blank for now. |
| Click on Save button | After all the details are filled click on Save button at the bottom of the page. |
| Cursor on Budgets page | This will bring us back to Budgets page. |
| Highlight the table
Cursor on:
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The details entered for the duplicate budget Spoken Tutorial Library 2024-2025, Phase II appears in the table. |
| Narration only | With this, we come to the end of this tutorial. |
| Slide Number 6
Summary In this tutorial, we learned to
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Let’s quickly recap.
Today we learned how to:
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| Slide Number 7
Assignment Under the ICP Library,
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As an assignment
Under the ICP Library,
|
| Slide Number 8
About Spoken Tutorial project
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The video at the following link summarizes the Spoken Tutorial project.
Please download and watch it. |
| Slide Number 9
Spoken Tutorial workshops The Spoken Tutorial Project Team
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The Spoken Tutorial Project Team conducts workshops and gives certificates.
For more details, please write to us. |
| Slide Number 10
Forum for specific questions |
We will be happy to answer your specific questions regarding this tutorial.
Post your questions in the forum and our team will get back to you. |
| Slide Number 11
Acknowledgment The Spoken Tutorial project was established at IIT Bombay by the Ministry of Education Govt of India. Thank you |
Thank you for joining. |
