Outreach Services Manager - Patrons View

Use the Outreach Services Manager - Patrons view to identify outreach services patrons due for services. See Process items for multiple patrons. Use this view to:

• Set criteria for patrons due for services - Select the patrons’ registered branch in the Branch box, and the status of the patrons you want to process in the Status box.

Tip:
Select Inactive status to set up a selection list for inactive patrons. (You can select them when the Patrons list is generated, and change their status to Active.) Select Active to process patrons currently due for service.

• Set optional patron filters - You can also filter the patron list by the next scheduled delivery date (Date of Next Delivery), delivery method (Delivery Modes), and Delivery Routes.
• Fill the patron list - Click Find Patrons.

Tip:
To find any outreach services patron, regardless of the filters you set, and add the patron to the list, click . Search for the patron record, right-click it in the Find Tool results list, and choose Select from the context menu. However, this operation clears any combined pick list that already exists in the Outreach Services Manager.

• Check for individual patron pick lists, and create them if necessary - Select each patron in the list. The patron’s pick list appears in the Patron Pick List portion of the workform. If a patron does not have a pick list, right-click the patron’s name and choose Selection List from the context menu. The ORS Selection List workform for the patron appears. Create a pick list for the patron, then save the list. See Process items for an individual patron .