Use PCDFs in the Patron Registration Workform

To use patron custom data fields (PCDFs) in the Patron Registration workform:

Note:
PCDFs are defined in Polaris Administration. See Setting Up Patron Custom Data Fields.

1. Select Patron Services > Patron Records and search for the patron record, or select File > New to add a new patron. The Patron Registration workform opens.
2. Select View > Custom Data or click . The Patron Custom Data view opens. If patron data fields have been defined for the patron’s registered branch, the fields appear below the header information.
3. Enter information in the patron custom data fields as follows:
   • For “string” or text fields, enter up to 255 alphanumeric characters.
   • For check box or Boolean fields, check the box if the PCDF applies to the patron.
   • For a date field, select a date from the calendar.
4. Save the record.