Set up the packing list content and print method for reader ratings

To set up packing list printing:

  1. In the Administration Explorer tree view, open the Parameters folder for the organization, and select the Patron Services tabbed page in the details view.

Note:
Packing list text can be set at the system, library, and branch levels. For consistent results, you may want to specify the text at the system level.

  1. Double-click ORS packing list. The ORS Packing List dialog box opens.

ORSPackingListSA.gif 

  1. Specify the header text and introductory rating text.

Each part can be 500 characters maximum; press ENTER to start a new line within the header or rating text. The header does not automatically include the library address and/or contact information in the header, so you may want to add this information. Other content is always included in the packing list; see Packing Lists.

  1. Click OK.
  2. To set the packing list to print automatically at check-out, double-click the Patron Services parameter ORS automatically print packing list, and set the parameter to Yes.

If the parameter is set to Yes, the packing list is printed automatically when the items are checked out from the patron’s ORS Selection List or the Outreach Services Manager Pick List view. In these cases, the list is printed in place of the check-out receipt. (A packing list can also be printed from the Patron Status workform - Items Out view for selected items that have already been checked out, if the patron is an Outreach Services patron.) If the parameter is set to No, a staff member must print the packing list.

  1. Select File > Save.