Set the Patron Status workform opening view

You can set this option at the organization, workstation, or staff member level. Staff member settings take precedence over workstation settings.

To set a preferred view to be displayed when the Patron Status workform is opened:

1. In the Administration Explorer tree view, select Profiles for the organization, workstation, or staff member, and select the Staff Client tab in the details view.

Note:
For more information about listing workstations and staff members in the Explorer, see List workstations in the Explorer and List staff members in the Explorer.

2. Double-click Default view selected when patron status opened.
3. Select a workform view from the drop-down list.

 

• If Default is selected, the Patron Status workform opens to the Items Out view.
• If a specific view is selected, the Patron Status workform always opens to the selected view.

Note:
Certain situations take precedence over the default setting or your selection. For example, when the Patron Blocks dialog box appears at circulation and the staff member selects an option to resolve a block, the Patron Status workform opens to the appropriate view regardless of the profile setting. For example, if the block is Patron owes money, the Patron Status workform - Account view opens.

4. Select File | Save.

Related Information

• Staff Client profiles reference list - See Staff Client Profiles Reference.