Adding new membership types
To configure a new membership type, fields must be populated in the following tables.
1. Create a product group code
For each new membership type, a unique product group code must be created. It is recommended to use the same description for the product group code as the new membership type. Product group codes are created in the Wise configuration manager at OCLC Wise > Products and Services > System Tables > TABPRO Policy groups.
2. Define the membership fee
A new, unique booking code for membership fees must be created for the membership. Booking codes can be added in the Wise configuration manager at OCLC Wise > Finance > Booking Codes > Registration Tables > Membership Fee.
3. Determine the statistical category
For statistical tracking purposes, a new Statistical category code must be created for the membership type. For consistency, it is recommended to use the same description for the statistical category as the other fields. These codes are defined in the Wise configuration manager at OCLC Wise > Customers > (TABSCL) Statistical category customers.
4. Add the membership type
Membership types can be added in the Wise configuration manager at OCLC Wise > Products and Services > Memberships > Membership Settings > Membership Definitions. The membership definitions section allows you to define the various policies for the membership such as costs, message preferences, renewals, etc.
5. Add membership charges
Once the membership type has been defined, membership charges can be configured. Membership charges for each membership are defined in the Wise configuration manager at OCLC Wise > Products and Services > Memberships > Membership Settings > Membership Charges.
6. Link membership services
The membership type must be linked to the product group within the Wise configuration manager at OCLC Wise > Products and Services > Memberships > Membership Settings > Membership Services.
7. Define the policy
The final step is to define the policy for the membership. This allows you to define what RMT types can be checked out per membership type. This is defined in the Wise configuration manager at OCLC Wise > Products and Services > Policies > Policy Definition.