Express Patron Registration Options Dialog Box

To open this dialog box:
In Polaris Administration, select Parameters, Patron Services, Express patron registration options.

Staff can express-register a new patron at check-out, so that the patron can check out items immediately. Use the Express Patron Registration Options dialog box to enable express registration Entering patron information during the check-out process as a service to new, unregistered patrons., set required fields, and set the default values for certain fields on the Express Registration workform. The defaults can be edited on the workform if necessary. See Setting Express Registration Defaults and Requirements. For more information about express registration, see Express-register a new patron at check-out.

• General Defaults tab - Use this page to activate the express-registration function for circulation staff, and select default values for basic patron information. See Set express registration default values and required fields.

• Activate express registration - Select (check) Enable Express Registration. If the check box is not selected, express registration is not available on the Check Out workform.

• Add block to verify patron - Select to add an automatic block to any patron record created through express registration. See Resolve a Verify Patron block.

• Patron information - Set the default information for patron records created through express registration.

Note:
The Notification setting also controls the default notification method when a patron registers for a new account in Polaris PowerPAC or Mobile PAC.

• UDF Defaults tab - Use this page to designate user-defined fields (UDFs) as required for express registration, and type default text for free-text UDFs or select default options for drop-menu UDFs. The available UDFs are defined with the Patron Services profiles Patron registration user defined fields. See Setting Up User-Defined Fields.

• Required Fields tab - Use this page to designate additional required fields for express patron registration. See Set express registration default values and required fields.