Staff Client Help v7.3 - v8.0
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<h1><a name="kanchor1091"></a><a name="IX_described_135"></a>Add/Edit <span style="font-size: 11.0pt;"><a name="CSH_135"></a></span>Associated Patrons Dialog Box</h1>
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<p>Use this dialog box to add an associated patron to the patron record currently open in the Patron Status workform - Associations view, or to edit an exiting association. See <a href="../../Patron_Services/PPregstr/Patron_Associations.htm#XREF_55300_Patron_Associations">Patron Associations</a>.</p>
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<ul type="disc">
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<li><b>Enter the barcode</b> of the patron with whom you want to create an association - Scan the barcode from the patron’s library card, or type the barcode in the <b>Associated Patron(s)</b> box, and press <b>ENTER</b>. If you do not have the patron’s library card, click <b>Find</b> to display the Polaris Find Tool and search for the patron’s record. Right-click the record in the results list and choose <b>Select</b> from the context menu. </li>
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<li><b>Enter a note</b> - Type the text in the <b>Note</b> box. The same text will appear in both records.</li>
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<li><b>Set a blocking relationship</b> - Select <b>Block me if these patron records are blocked</b> if you want to block this record at checkout or renewal when any of the associated records are blocked.</li>
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<li><b>Permit the patron to pick up held items for her associated patrons</b> - Select <b>Allow me to pick up holds for these patrons</b>.</li>
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<h1><a name="kanchor4454"></a><a name="IX_described_136"></a>Associated <span style="font-size: 11.0pt;"><a name="CSH_136"></a></span>Patron Records List Box</h1>
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<p>This dialog box lists the patron records associated with the current record. See <a href="../../Patron_Services/PPregstr/Patron_Associations.htm#XREF_55300_Patron_Associations">Patron Associations</a>. You can double-click a listed record to open it in the Patron Status workform, or right-click a listed record to work with it. When you right-click, the context menu offers the following options:</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Open</span> - Opens the record in the Patron Registration workform.</li>
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<li><span class="FM_BulletHead">Check Out</span> - Opens the Check Out workform, where you can check items out to the selected patron. See <a href="Patron_Registration_Workform.htm#XREF_40278_Checking_Out_Items">Patron Registration Workform</a>.</li>
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<li><span class="FM_BulletHead">Place Hold</span> - Opens the Hold Request workform, where you can place a hold request for the selected patron. See <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</li>
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<li><span class="FM_BulletHead">Status</span> - Opens the record in the Patron Status workform.</li>
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<li><span class="FM_BulletHead">Print</span> - Prints the associated patrons list. If you have a long list and want to print only what is shown on the screen, select <span class="FM_BulletHead">File, Print, Current View</span>.</li>
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<li><span class="FM_BulletHead">Add to Record Set</span> - Add the selection to a record set. You can select multiple records in the list and use this option. See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a>.</li>
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<li><span class="FM_BulletHead">Add to Mailing Labels</span> - Add the address for the selection to a set of mailing labels. You can select multiple records in the list and use this option. If a patron record contains multiple addresses, the Patron Addresses dialog box appears. Select the address in the list and click <b>OK</b>. See <a href="../../Patron_Services/PPregstr/Creating_Patron_Mailing_Labels.htm#XREF_76445_Creating_Patron">Creating Patron Mailing Labels</a>.</li>
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<li><span class="FM_BulletHead">Add to or Remove from Route List</span> - Add the selection to a serials route list, or remove the selection from a route list. You can select multiple records in the list and use this option. See <a href="../../Serials/PSrouting/Routing_Serial_Issues.htm#XREF_23190_Routing_Serial">Routing Serial Issues</a>.</li>
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<li><span class="FM_BulletHead">Links</span> - View the records linked to the selection, including associated patrons, course reserve records, patron record sets, and route lists.</li>
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<li><span class="FM_BulletHead">Delete</span> - <span class="FM_Emphasis">Delete the selected record</span>, not simply the association. See <a href="../../Patron_Services/PPregstr/Deleting_Patron_Records.htm#XREF_81174_Deleting_Patron">Deleting Patron Records</a>. For information about deleting an association between two patron records, see <a href="../../Patron_Services/PPregstr/Patron_Associations.htm#XREF_55300_Patron_Associations">Patron Associations</a>.</li>
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<li><span class="FM_BulletHead">Properties</span> - Opens the Properties dialog box for the selection, where you can view summary information about the selection.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRpatron.fm" /><title>Charge Dialog Box</title>
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<h1><a name="kanchor999"></a><a name="IX_described_142"></a>Charge <span style="font-size: 11.0pt;"><a name="CSH_142"></a></span>Dialog Box</h1>
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||||
<p>From the Patron Status workform - Account view, this dialog box appears when you click <img alt="pChargeIcon00596.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image79" src="pChargeIcon00596_29x28.gif" /> above the transactions list. See <a href="../../Patron_Services/PPuseacct/Create_a_charge_from_the_Account_view.htm#XREF_53696_Create_a_charge">Create a charge from the Account view</a>.</p>
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<p>Use the Charge dialog box to add a charge, specify the reason for the charge, indicate the item associated with the charge (if applicable, enter notes, and send a bill for the charge.</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Amount</span> - Type the amount you want to charge.</li>
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<li><span class="FM_BulletHead">Reason</span> - Select a reason for the charge.</li>
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<li><span class="FM_BulletHead">Associated item</span> - If the charge is associated with an item, scan the item barcode in the <b>Associated item</b> box. Or click <b>Find</b> to search for an item record.</li>
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<li><span class="FM_BulletHead">Notes</span> - <span style="font-size: 11pt; font-weight: normal;">Optional. If you want to add a note about the transaction, type the information in the Notes box.</span></li>
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<li><b>Send a bill</b> - <span style="font-size: 11pt;font-weight: normal;">Optional. If you added a new charge and want to send a bill to the patron, select the Send a bill checkbox and the dialog box expands to display the Added message box. You can edit the default message that will appear on the bill. If you selected a charge that has not yet been billed, and bill the charge, the dialog box opens with all fields displayed. You can edit the Added message, but other fields are read-only.</span></li>
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<h1><a name="kanchor2329"></a><a name="IX_described_134"></a><a name="XREF_58424_Course_Reserve"></a>Course <span style="font-size: 11.0pt;"><a name="CSH_134"></a></span>Reserve Template Workform</h1>
|
||||
<p>Enter information in the Course Reserve Template workform the same way as in the Course Reserve record. See <a href="../../Patron_Services/PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>. All information in the template is copied into records created from the template. The information can then be edited if it is not applicable to the new course reserve record. For general information about using record templates, see <a href="../../Polaris_Basics/PIcreatrec/Creating_New_Records_in_Polaris.htm#XREF_84769_Create_a_New">Creating New Records in Polaris</a>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Select the template owner from the <b>Template owner</b> list. You can type the first few letters of the owner name to display the owner in the list.</p>
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<h1><a name="kanchor991"></a><a name="IX_described_133"></a>Course <span style="font-size: 11.0pt;"><a name="CSH_133"></a></span>Reserve Workform</h1>
|
||||
<p>The Course Reserve workform displays information from the course reserve record. </p>
|
||||
<p>For general information about course reserves, see <a href="../../Patron_Services/PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>. Use the top part of the workform and the workform toolbar to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Create a course reserve record or edit this record</span> - See <a href="../../Patron_Services/PPcourseres/Setting_Up_Course_Reserve_Records.htm#XREF_91949_Setting_Up_Course">Setting Up Course Reserve Records</a>. Polaris requires information in the fields with bold labels.<br />Tips:</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">For new records, you can select an existing course name, course number, section number, and course abbreviation. Or select <b>Tools</b>, <b>Add New Course Information</b> to display the Add New Course Information dialog box. Type the information instead of selecting from existing options. The information is added to the new course reserve record and to the appropriate tables in Polaris Administration.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">The optional <b>Alternate Name</b> is searchable with the Find Tool.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><b>Status</b> - Courses with an Active status can be displayed in PAC search results. If you are setting up the record for future use only, select <b>Inactive</b>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Public notes are displayed in PAC search results for the course. Non-public notes are displayed only in the staff client.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print information from this workform</span> - Select <b>File </b>><b> Print </b>><b> Current View</b>; <b>File </b>><b> Print </b>><b> All Views</b>; <b>File </b>><b> Print </b>><b> List View</b>; or click the down arrow by the print button <img alt="PrintButtonArrow00585.gif" style="margin-bottom: -4.000pt;width: 41;height: 28;" id="image63" src="PrintButtonArrow00585_41x28.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Delete this record</span> - Select <b>File </b>><b> Delete</b>, or click <img alt="deletebtn00586.gif" style="margin-bottom: -4.000pt;width: 30;height: 28;" id="image64" src="deletebtn00586_30x28.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Create a new course reserve record from this workform</span> - Select <b>File </b>><b> New</b>, or click <img alt="newicon00587.gif" style="margin-bottom: -4.000pt;width: 29;height: 29;" id="image65" src="newicon00587_29x29.gif" />. See <a href="../../Cataloging/PKpromo/Create_a_new_record_from_the_Promotion_workform.htm#XREF_89324_Create_a_record">Create a new record from the Promotion workform</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Search for another course reserve record</span> - Select <b>File </b>><b> Open</b>, or click <img alt="OpenIcon.gif" style="margin-bottom: 0.000pt;width: 28;height: 29;" id="image66" src="OpenIcon_28x29.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task" style="font-weight: bold;"><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;font-size: 11.0pt;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Views</span>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead" style="font-weight: bold;">Work with instructors</span> - Select <b>View</b> > <b>Instructors,</b> or click <img alt="CourseInstrView.gif" style="margin-bottom: 0.000pt;width: 28;height: 28;" id="image67" src="CourseInstrView_28x28.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet"><span class="FM_BulletHead" style="font-weight: bold;">Work with reserve items</span> - Select <b>View</b> > <b>Items</b>, or click <img alt="CourseItemView.gif" style="margin-bottom: 0.000pt;width: 30;height: 30;" id="image68" src="CourseItemView_30x30.gif" />. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Course_Reserve_Workform1"></a><a name="kanchor992"></a><a name="IX_Instructors_view"></a><a name="XREF_57951_Course_Reserve"></a>Course Reserve Workform - Instructors View</h2>
|
||||
<p>This view lists the instructors linked to this course. Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Add an instructor to the course</span> - Click <img alt="NAddInstrIcon00588.gif" style="width: 19.587pt;height: 17.376pt;margin-bottom: -6.000pt;" id="image69" src="NAddInstrIcon00588.gif" />. The Add Instructor dialog box appears, where you can search for the instructor’s patron record and add information about the instructor. See <a href="../../Patron_Services/PPcourseres/Add_instructors_to_a_course_reserve_record.htm#XREF_37774_Add_instructors_to">Add instructors to a course reserve record</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Address column displays the office address listed in the instructor’s patron record, or the home address if no office address is available.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Edit the notes or primary/alternate designation for an instructor</span> - Select the instructor in the Instructors list, and click <img alt="NEditInstrIcon00589.gif" style="width: 19.559pt;height: 19.587pt;margin-bottom: -6.000pt;" id="image70" src="NEditInstrIcon00589.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Remove an instructor from a course</span> - Select the instructor in the Instructors list, and click <img alt="NDeleteInstrIcon00590.gif" style="width: 18.850pt;height: 15.933pt;margin-bottom: -2.500pt;" id="image71" src="NDeleteInstrIcon00590.gif" />.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Open an instructor’s patron record</span> - Right-click the instructor’s name in the Instructors list, and select <b>Open</b> from the context menu.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Course_Reserve_Workform2"></a><a name="kanchor993"></a><a name="IX_Items_view"></a><a name="XREF_14292_Course_Reserve"></a>Course Reserve Workform - Items View</h2>
|
||||
<p>This view lists the items on reserve for the course. Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Place an existing item on reserve for this course</span> - Click <img alt="NAddInstrIcon00591.gif" style="width: 18.850pt;height: 18.850pt;margin-bottom: -4.000pt;" id="image72" src="NAddInstrIcon00591.gif" /> above the Items list. The Add Items dialog box appears, where you search for or supply item and reserve template information. See <a href="../../Patron_Services/PPcourseres/Place_items_on_reserve_from_a_course_reserve_record.htm#XREF_27556_Place_items_on">Place items on reserve from a course reserve record</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Remove an item from this course</span> - Select the item, and click <img alt="NDeleteInstrIcon00592.gif" style="width: 18.850pt;height: 18.850pt;margin-bottom: -6.000pt;" id="image73" src="NDeleteInstrIcon00592.gif" /> above the Items list (or right-click the item and select <b>Remove from course reserve</b> from the context menu). See <a href="../../Patron_Services/PPcourseres/Remove_an_item_from_reserve.htm#XREF_52820_Remove_an_item">Remove an item from reserve</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Edit an item’s reserve period or notes for this course</span> - Select the item, and click <img alt="NEditInstrIcon00593.gif" style="width: 18.057pt;height: 18.085pt;margin-bottom: 0.000pt;" id="image74" src="NEditInstrIcon00593.gif" /> above the Items list (or right-click the item and select <b>Edit Linked Information</b> from the context menu).<b> </b>The Linked Course/Reserve Item Information dialog box appears.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Type any note regarding this item as it relates to this course. You can use this field to note any required chapters or pages. </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Change an item’s reserve status</span> - Select the item in the Items list, and click <img alt="pReactivateIcon.gif" style="width: 18.850pt;height: 18.850pt;margin-bottom: -6.000pt;" id="image75" src="pReactivateIcon.gif" /> (or right-click the item and select <b>Deactivate</b> or <b>Reactivate</b> from the context menu). You can change the status from On Reserve to Not Reserved (deactivate), or from Not Reserved to On Reserve (reactivate). See <a href="../../Patron_Services/PPcourseres/Deactivate_a_reserve_item.htm#XREF_65321_Deactivate_a">Deactivate a reserve item</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead"><b>Place a temporary or instructor-owned item on reserve</b> </span>- Click the Create Item icon <img alt="CreateItem.gif" style="width: 16.639pt;height: 18.142pt;margin-bottom: -4.000pt;" id="image76" src="CreateItem.gif" />. The Brief Item Entry dialog box appears, where you can create minimal item and bibliographic records. See <a href="../../Patron_Services/PPcourseres/Place_uncataloged_material_on_reserve.htm#XREF_98601_Place_an">Place uncataloged material on reserve</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You need an on-the-fly item record template named <b>Reserve on the fly</b> to create reserve items on the fly. See <a href="../../Patron_Services/PPcourseres/Place_uncataloged_material_on_reserve.htm#XREF_98601_Place_an">Place uncataloged material on reserve</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead" style="font-weight: bold;">Transfer a reserve item from one course to another</span> - Right-click the item to transfer, and select <b>Transfer to another Course Reserve</b> from the context menu. See <a href="../../Patron_Services/PPcourseres/Transfer_a_reserve_item_to_a_different_course.htm#XREF_25387_Transfer_a_reserve">Transfer a reserve item to a different course</a>.</p>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRpatron.fm" /><title>Create Credit Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRpatron/Create_Credit_Dialog_Box.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor5606"></a><a name="IX_described_148"></a>Create <span style="font-size: 11.0pt;"><a name="CSH_148"></a></span>Credit Dialog Box</h1>
|
||||
<p>From the Patron Status workform - Account view, this dialog box appears when you click <img alt="CreateCreditBtn00603.gif" style="margin-bottom: -4.000pt;width: 27;height: 26;" id="image86" src="CreateCreditBtn00603_27x26.gif" /> above the transactions list to create a credit on the patron’s account. See <a href="../../Patron_Services/PPuseacct/Create_a_credit_manually.htm#XREF_37647_Create_a_credit">Create a credit manually</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Amount</span> - Type the amount to credit.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Method</span> - Select a payment method for the credit.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Note</span> - Optional. If you want to add a note about the transaction, type the information in the <b>Note</b> box.</p>
|
||||
</li>
|
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</ul>
|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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+76
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRpatron/Credit_Dialog_Box.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor1778"></a><a name="IX_described_147"></a>Credit <span style="font-size: 11.0pt;"><a name="CSH_147"></a></span>Dialog Box</h1>
|
||||
<p>From the Patron Status workform - Account view, this dialog box appears when you select one or more deposits and click <img alt="pCreditIcon00602.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image85" src="pCreditIcon00602_29x28.gif" /> above the transactions list to credit the deposit(s). See <a href="../../Patron_Services/PPuseacct/Return_forfeit_or_credit_deposits.htm#XREF_65535_Return_forfeit_or">Return, forfeit, or credit deposits</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Amount</span> - If you want to partially credit a single selected deposit, type the new amount. If you chose to credit multiple deposits, you cannot change the number in the <b>Amount</b> box. You must credit the entire amount.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Note</span> - Optional. If you want to add a note about the transaction, type the information in the <b>Note</b> box.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
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]]></div>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
|
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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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</html>
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+73
@@ -0,0 +1,73 @@
|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRpatron.fm" /><title>Deposit Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRpatron/Deposit_Dialog_Box.htm">Open topic with navigation</a>
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<div class="nocontent">
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor4181"></a><a name="IX_described_144"></a>Deposit <span style="font-size: 11.0pt;"><a name="CSH_144"></a></span>Dialog Box</h1>
|
||||
<p>From the Patron Status workform - Account view, this dialog box appears when you click <img alt="pDepositIcon00599.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image82" src="pDepositIcon00599_29x28.gif" /> above the transactions list. See <a href="../../Patron_Services/PPuseacct/Make_deposit_in_patrons_acct.htm#XREF_38583_Make_a_deposit">Make a deposit in a patron’s account</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Amount</span> - Type the amount to deposit. If you selected a credit or credits in the Account Transaction list, you can change the <b>Amount</b> box to any amount less than the credit amount.</li>
|
||||
<li><span class="FM_BulletHead">Method</span> - Select a payment method for the deposit. If you are making a deposit from a credit, the method <b>Deposit from Credit</b> is already selected.</li>
|
||||
<li><span class="FM_BulletHead">Note</span> - Optional. If you want to add a note about the transaction, type the information in the <b>Note</b> box.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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|
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|
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|
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+74
@@ -0,0 +1,74 @@
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<h1><a name="kanchor2762"></a><a name="IX_described_150"></a>Estimated <span style="font-size: 11.0pt;"><a name="CSH_150"></a></span>Fines Dialog Box</h1>
|
||||
<p>From the Patron Status workform - Items Out view, this dialog box appears when you click the Estimated Fines icon <img alt="EstFinesIcon00605.gif" style="margin-bottom: 0.000pt;width: 22;height: 17;" id="image88" src="EstFinesIcon00605_22x17.gif" /> above the Items Out list. Use this dialog box to estimate fines on currently checked out items. See <a href="../../Patron_Services/PPuseacct/Estimate_fines_on_currently_checked_out_items.htm#XREF_48833_Estimating_fines">Estimate fines on currently checked out items</a>.</p>
|
||||
<p>The dialog box shows the fine on each item and the total estimated fines if the items are returned today.</p>
|
||||
<ul type="disc">
|
||||
<li>To view the estimated fines if the items are returned at a future date, click the calendar icon and use the calendar control to set the date; then click <b>Recalculate</b>.</li>
|
||||
<li>To print the estimated fines list, click <b>Print</b>. The information is formatted for a receipt printer and includes the title, author, due date, and estimated fine. If your library includes claimed and/or lost items in the calculation, these are included in the printed information.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>if your library has opted to include claimed and/or lost items in the estimated fines calculation, this dialog box is also available from the Patron Status workform - Claims view.</p>
|
||||
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|
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<h1><a name="kanchor662"></a><a name="IX_described_146"></a>Forfeit <span style="font-size: 11.0pt;"><a name="CSH_146"></a></span>Dialog Box</h1>
|
||||
<p>From the Patron Status workform - Account view, this dialog box appears when you select one or more deposits and click <img alt="pForfeitIcon00601.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image84" src="pForfeitIcon00601_28x28.gif" /> above the transactions list to forfeit the deposit(s). See <a href="../../Patron_Services/PPuseacct/Return_forfeit_or_credit_deposits.htm#XREF_65535_Return_forfeit_or">Return, forfeit, or credit deposits</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Amount</span> - If you want to partially forfeit a single selected deposit, type the new amount. If you chose to forfeit multiple deposits, you cannot change the number in the <b>Amount</b> box. You must forfeit the entire amount.</li>
|
||||
<li><span class="FM_BulletHead">Note</span> - Optional. If you want to add a note about the transaction, type the information in the <b>Note</b> box.</li>
|
||||
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|
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<h1><a name="kanchor1225"></a><a name="IX_described_138"></a>Linked <span style="font-size: 11.0pt;"><a name="CSH_138"></a></span>Course Reserves Dialog Box</h1>
|
||||
<p>This dialog box lists the course reserve records with which the current record (patron or item) is associated. See <a href="../../Patron_Services/PPBorrowBM/Borrow_By_Mail_Circulation.htm#XREF_58531_Managing_Course">Borrow By Mail Circulation</a>. You can double-click a listed record to open it in the Course Reserve workform, or right-click a listed record to work with it. When you right-click, the context menu offers the following options:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Open</span> - Opens the record in the Course Reserve workform.</li>
|
||||
<li><span class="FM_BulletHead">Print</span> - Prints the record list. If you have a long list and want to print only what is shown on the screen, select <span class="FM_BulletHead">File, Print, Current View</span>.</li>
|
||||
<li><span class="FM_BulletHead">Links</span> - View the patron and item records linked to the selected course reserve record.</li>
|
||||
<li><span class="FM_BulletHead">Delete</span> - <span class="FM_Emphasis">Delete the selected record</span>, not simply the current record’s association with it.</li>
|
||||
<li><span class="FM_BulletHead">Properties</span> - Opens the Properties dialog box for the selection, where you can view summary information about the selection.</li>
|
||||
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|
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<h1><a name="kanchor1392"></a><a name="IX_described_137"></a>Linked <span style="font-size: 11.0pt;"><a name="CSH_137"></a></span>Patron Record Sets Dialog Box</h1>
|
||||
<p>This dialog box lists the patron record sets to which the current record belongs. See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a>. You can double-click a listed record set to open it in the Patron Record Set workform, or right-click a listed record set to work with it. When you right-click, the context menu offers the following options:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Open</span> - Opens the record in the Patron Record Set workform.</li>
|
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<li><span class="FM_BulletHead">Print</span> - Prints the record set list. If you have a long list and want to print only what is shown on the screen, select <span class="FM_BulletHead">File, Print, Current View</span>.</li>
|
||||
<li><span class="FM_BulletHead">Delete</span> - Deletes the selected record set, not simply the current record’s membership. You can select multiple records in the list and use this option.</li>
|
||||
<li><span class="FM_BulletHead">Properties</span> - Opens the Properties dialog box for the selection, where you can view summary information about the selection.</li>
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<h1><a name="kanchor2332"></a><a name="IX_described_139"></a>Notification <span style="font-size: 11.0pt;"><a name="CSH_139"></a></span>History Dialog Box</h1>
|
||||
<p>This dialog box lists the notices that have been sent to a patron regarding a particular item. The list includes the notification method, the date, notification branch, and the amount. If the notice was delivered by e-mail or telephone, the notice history also indicates whether the delivery was successful. See <a href="../../Patron_Services/PPuseacct/Reviewing_Notice_Histories.htm#XREF_18587_Reviewing_an_Item">Reviewing Notice Histories</a>. Click <b>Print</b> to print the history.</p>
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="kanchor4172"></a><a name="IX_Address_tabbed_page"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_128"></a></span>Bulk Change - Address Tab</h1>
|
||||
<p>Use the Patron Record Bulk Change dialog box to make the same changes to all the records in a patron record set. See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a> and <a href="../../Patron_Services/PPpatrecbulk/Bulk-Changing_Patron_Records.htm#XREF_83470_Registering_Patrons">Bulk-Changing Patron Records</a>.</p>
|
||||
<p>The settings on the Address tab control address and notification options for the records in the record set. Select the fields you want to change, and set the new option for the records.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Address check date</span> - Specify a date when the patrons’ addresses should be verified.<ul type="disc"><li>To set an exact date, type the date (mm/dd/yyyy format), or click the down arrow and select the date from the calendar.</li><li>To set a date according to the current date (such as two years from today), select the term in the <b>Address check</b> <b>term</b> box. The exact date is automatically calculated.</li></ul></li>
|
||||
<li><span class="FM_BulletHead">Address for notices/bills - </span>Select the appropriate addresses (for example, <b>Home</b> or <b>Work</b>) for each communication you want to change.</li>
|
||||
<li><span class="FM_BulletHead">Notification options</span> - Select the patrons’ preferred notification method.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When your library sets up notification, the library can specify patron preference as the notification method for a specific notice type. In this case, the notice is sent by the method specified in the patron record. However, the library may choose to deliver certain notices by methods other than the patron preference. See <a href="../../Telephony_Admin/PTOutboundTel/Delivering_Notices_by_Phone_Outbound_Telephony.htm#XREF_71823_Managing">Delivering Notices by Phone (Outbound Telephony)</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Additional TXT Notice</span> - Select this option to send patrons a text message notice in addition to another method. Patrons  will receive the additional text message only if one <b>Phone</b> field in the patron record is a mobile phone with a selected carrier, and the <b>TXT</b> option is selected for that phone number. </li>
|
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<h1><a name="kanchor1514"></a><a name="IX_Blocks_Notes_tabbed_page"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_131"></a></span>Bulk Change - Blocks/Notes Tab</h1>
|
||||
<p>Use the Patron Record Bulk Change dialog box to make the same changes to all the records in a patron record set. See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a> and <a href="../../Patron_Services/PPpatrecbulk/Bulk-Changing_Patron_Records.htm#XREF_83470_Registering_Patrons">Bulk-Changing Patron Records</a>.</p>
|
||||
<p>The settings on the Blocks/Notes tab control changes in patron record blocks and free-text notes. Select the fields you want to change, select the appropriate action, and specify new text if appropriate.</p>
|
||||
<p><span class="FM_BulletHead">Blocks</span> - The text of each library-assigned block is set in Polaris Administration; the text of each free-text block is manually entered when you create the block. See <a href="../../Patron_Services/PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a>. You can change one library-assigned block and one free-text block per bulk-change process. You can choose from the following actions:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Add</span> - Add a block to each record. For library-assigned blocks, select the block from the list. For free-text blocks, type the text in the text box.</li>
|
||||
<li><span class="FM_BulletHead">Delete</span> - Delete a block from each record. For free-text blocks, you must type the entire existing text string in the text box.</li>
|
||||
<li><span class="FM_BulletHead">Replace</span> - For free-text blocks only, replace the existing text of the block with new text. You must type the entire existing text string in the <b>Find</b> box.</li>
|
||||
</ul>
|
||||
<p><span class="FM_BulletHead">Non-blocking notes</span> - These notes do not block the patron at circulation. The Non-blocking notes field in a patron record is a single field. You cannot bulk-change specific text within the field. When you bulk-change the field, you can choose from the following actions:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Append</span> - Add text to the end of an existing note in each record.</li>
|
||||
<li><span class="FM_BulletHead">Prepend</span> - Add text to the beginning of an existing note in each record.</li>
|
||||
<li><span class="FM_BulletHead">Clear</span> - Delete the entire note.</li>
|
||||
</ul>
|
||||
<p><span class="FM_BulletHead">Blocking notes</span> - These notes block the patron at normal check-out and renewal. The Blocking notes field in a patron record is a single field. You cannot bulk-change specific text within the field. When you bulk-change the field, you can choose from the following actions:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Append</span> - Add text to the end of an existing note in each record.</li>
|
||||
<li><span class="FM_BulletHead">Prepend</span> - Add text to the beginning of an existing note in each record.</li>
|
||||
<li><span class="FM_BulletHead">Clear</span> - Delete the entire note.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="kanchor5519"></a><a name="IX_General_tabbed_page"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_129"></a></span>Bulk Change - General Tab</h1>
|
||||
<p>Use the Patron Record Bulk Change dialog box to make the same changes to all the records in a patron record set. See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a> and <a href="../../Patron_Services/PPpatrecbulk/Bulk-Changing_Patron_Records.htm#XREF_83470_Registering_Patrons">Bulk-Changing Patron Records</a>.</p>
|
||||
<p>The settings on the General tab control miscellaneous options on the Patron Registration and Patron Status workforms. Select the fields you want to change, and set the new option for the records in the record set.</p>
|
||||
<ul>
|
||||
<li><b>Gender </b>- Select from drop down menu. <b>(None)</b> is selected by default.</li>
|
||||
<li><b>Language</b> - Select the patrons’ primary language.</li>
|
||||
<li><b>Date of original registration</b> - Type the date (mm/dd/yyyy format), or click the down arrow and select the date from the calendar.</li>
|
||||
<li><b>eReceipt option </b>- Select <b>None</b> (default), <b>E-mail</b>, <b>TXT</b>, or <b>All</b>. The system changes a record in the record set if that change would be allowed for a single record. For example, if a branch has not enabled eReceipts, the bulk change does not affect records from that branch and an error is written to the bulk change report. If a branch has enabled one type of eReceipt but not both, no change is made for the receipt type that is not enabled. But in this case, if <b>All</b> is selected for bulk change, the system does set a record to the supported eReceipt type. For more information about eReceipts, see <a href="../../Patron_Services_Admin/PDPreceipts/Setting_Up_eReceipts.htm#XREF_80825_Setting_Up">Setting Up eReceipts</a>.<li><b>Exclude from Notices and Reminders</b> - Select the checkboxes for the overdue and/or reminder notices to exclude for the patrons in the record set.</li><li><b>Exclude from collection agency</b> - For libraries that use collection agency reporting. Select this option to prevent any patron account in the record set from being reported to the collection agency. See <a href="../../Patron_Services/PPuseacct/Patrons_in_Collection.htm#XREF_10999_Patrons_in">Patrons in Collection</a>. </li></li>
|
||||
<li><b>Maintain permanent reading list </b>- Select this option to start reading histories for all patrons in the record set. See <a href="../../Patron_Services/PPregstr/Working_with_Reading_Histories.htm#XREF_40803_Working_with">Working with Reading Histories</a>.</li>
|
||||
<li><b>Do not delete patron record</b> - Select this option to prevent the deletion (either manual or automatic) of any record in the record set. See <a href="../../Patron_Services/PPregstr/Deleting_Patron_Records.htm#XREF_81174_Deleting_Patron">Deleting Patron Records</a>.</li>
|
||||
<li><b>E-mail notices in plain text </b>- Select the checkbox to send e-mail notices in plain text to the patrons in the record set.</li>
|
||||
<li><b>Secure the patron record</b> - Select the checkbox to secure the patron records in the record set. See <a href="../../Patron_Services/PPuseacct/Secure_a_patron_record.htm" class="Heading MCXref xref xrefHeading"><span style="color: Blue;" class="mcFormatColor">Secure a patron record</span></a>.</li>
|
||||
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|
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|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="kanchor4857"></a><a name="IX_Registration_tabbed_page"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_127"></a></span>Bulk Change - Registration Tab</h1>
|
||||
<p>Use the Patron Record Bulk Change dialog box to make the same changes to all the records in a patron record set. See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a> and <a href="../../Patron_Services/PPpatrecbulk/Bulk-Changing_Patron_Records.htm#XREF_83470_Registering_Patrons">Bulk-Changing Patron Records</a>.</p>
|
||||
<p>The settings on the Registration tab change basic registration information for the records in the record set. Select the fields you want to change, and set the new option for the records.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Registered branch</span> - This selection becomes the patron’s “home” library for patron account purposes.</li>
|
||||
<li><span class="FM_BulletHead">Patron code</span> - Select a patron code from the list. Patron codes help to define patron privileges and policies.</li>
|
||||
<li><span class="FM_BulletHead">Expiration date</span> - Specify a date when the registration should expire.<ul type="disc"><li>To set an exact date, type the date (mm/dd/yyyy format), or click the down arrow and select the date from the calendar.</li><li>To set a date according to the current date (such as two years from today), select the term in the <b>Expiration</b> <b>term</b> box. The exact date is automatically calculated.</li></ul></li>
|
||||
<li><span class="FM_BulletHead">Statistical class</span> - Select a class code from the list. These codes are defined by your library for statistical or reporting purposes.</li>
|
||||
</ul>
|
||||
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor2104"></a><a name="IX_Reports_Record_Set"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_132"></a></span>Bulk Change - Reports/Record Set Tab</h1>
|
||||
<p>Use the Patron Record Bulk Change dialog box to make the same changes to all the records in a patron record set. See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a> and <a href="../../Patron_Services/PPpatrecbulk/Bulk-Changing_Patron_Records.htm#XREF_83470_Registering_Patrons">Bulk-Changing Patron Records</a>.</p>
|
||||
<p>The settings on the Reports/Record Set tab specify the location of the Bulk Change Report and create an optional error record set.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Bulk Change Report</span> - When you bulk change records, the Bulk Change Report is automatically generated. It contains information about the number of records processed and the errors, if any, that occurred during the process. To specify a report location other than the default, type the path or click <b>Browse</b> and select the location.</li>
|
||||
<li><span class="FM_BulletHead">Error Record Set</span> - (Optional). You can choose to have the bulk change process create an error record set containing the records that were not changed for some reason during processing. Specify a name and owner for the error record set.</li>
|
||||
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|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor1057"></a><a name="IX_UDFs_tabbed_page"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_130"></a></span>Bulk Change - UDFs Tab</h1>
|
||||
<p>Use the Patron Record Bulk Change dialog box to make the same changes to all the records in a patron record set. See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a> and <a href="../../Patron_Services/PPpatrecbulk/Bulk-Changing_Patron_Records.htm#XREF_83470_Registering_Patrons">Bulk-Changing Patron Records</a>.</p>
|
||||
<p>The settings on the UDFs tab control changes in user-defined fields (UDFs). (Your library specifies the user-defined fields (UDFs) for patron records in Polaris Administration.) When you apply bulk changes to UDFs, the text of a UDF is treated as a single unit. The whole text string can be deleted, replaced, or added, but you cannot replace parts of a text string. Bulk change affects only a UDF’s text string, not a UDF’s definition. You can choose from the following actions:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Add</span> - Input text in <span class="FM_Emphasis">blank</span> UDFs.</li>
|
||||
<li><span class="FM_BulletHead">Overwrite</span> - Replaces the existing text in UDFs with new text, and adds the new text to any blank UDFs.</li>
|
||||
<li><span class="FM_BulletHead">Replace</span> - Replace the existing text in UDFs with new text. The new text is <span class="FM_Emphasis">not</span> added to any blank UDFs.</li>
|
||||
<li><span class="FM_BulletHead">Delete</span> - Delete the text in UDFs. You can only delete an entire text string, and you must specify this entire text string.</li>
|
||||
<li><span class="FM_BulletHead">Clear</span> - Delete the text in all UDFs, no matter what the text is.</li>
|
||||
</ul>
|
||||
<p>Select the fields you want to change, select the appropriate action, and specify new text if appropriate.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="kanchor5366"></a><a name="IX_described_140"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_140"></a></span>Merge Dialog Box</h1>
|
||||
<p>Use this dialog box to merge two patron records that represent one person. You need the system-level Circulation permission <b>Merge patrons: Allow</b> to merge patron records.</p>
|
||||
<p>The patron record from which you opened the dialog box is the primary record. Information from a secondary record you select is added to the primary record. The records can belong to different registration branches. For details, see <a href="../../Patron_Services/PPregstr/Merging_Patron_Records.htm#XREF_58144_Merging_Patron">Merging Patron Records</a>. When the records are merged, the secondary record is deleted.</p>
|
||||
<p>Use the dialog box to do these tasks:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Find the secondary record</span> - Click <b>Select patron to delete</b>. The Polaris Find Tool opens. Search for the secondary patron record, right-click the secondary patron record in the results list, and choose <b>Select</b> from the context menu. Information from the record you selected is listed in the secondary patron record section of the Patron Merge dialog box.</li>
|
||||
<li><span class="FM_BulletHead">Open the secondary record (Optional)</span> - When the secondary record information is displayed in the Patron Merge dialog box, click <b>Open</b> to view the record.</li>
|
||||
<li><span class="FM_BulletHead">Merge the records</span> - Click <b>Merge</b>. The secondary patron record is deleted, and information is transferred to the primary record. </li>
|
||||
</ul>
|
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|
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<h1><a name="kanchor2145"></a><a name="IX_described_132"></a><a name="XREF_18563_Patron_Record_Set"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_126"></a></span>Record Set Workform</h1>
|
||||
<p>The Patron Record Set workform lists the member records in the record set. Use the Patron Record Set workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Set up a new record set - Type a name for the record set in the <b>Name</b> box. Specify the owner of the record set in the <b>Owner</b> box. Only the owner can modify the record set. If an organization is the owner, all the staff members of the organization can modify the record set. Use the <b>Note</b> box to describe the purpose or enter other relevant information. See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a>. </li>
|
||||
<li>Add patron records to the record set - You can add records to a record set in the following ways:<ul><li>Select <b>Tools, Add, Search</b>, or click <img alt="iRSAddIcon.gif" style="margin-bottom: 0.000pt;width: 27;height: 29;" id="image56" src="iRSAddIcon_27x29.gif" />, to search for the record and select it from the results list. </li><li>Scan or type a barcode: select <b>Tools, Add, Scan</b>, or click <img alt="kScanRecBtn.gif" style="margin-bottom: 0.000pt;width: 29;height: 30;" id="image57" src="kScanRecBtn_29x30.gif" />. The Scan Barcode dialog box appears, in which you scan the barcode (or type the barcode and press <b>ENTER</b>).</li><li> Select <b>Tools, Add, From file </b>or click<b><img src="../../../Resources/Images/addfileicon_31x29.gif" style="margin-top: 10px;margin-bottom: 0px;width: 31;height: 29;" alt="" /></b>to populate the record set with existing patron records by reading patron IDs from column in an Excel file. When you add patron records to a record set using a file, no new patron records are added.</li></ul></li>
|
||||
<li>Remove records from the set - Select the records, and select <b>Tools, Remove</b>, or click <img alt="kDelRecBtn.gif" style="margin-bottom: 0.000pt;width: 30;height: 31;" id="image58" src="kDelRecBtn_30x31.gif" />.</li>
|
||||
<li>Work with individual records - Double-click a record to open it. Click <img alt="DeleteRec.gif" style="margin-bottom: 0.000pt;width: 26;height: 25;" id="image59" src="DeleteRec_26x25.gif" /> above the record list to delete a record from the database. If a record cannot be deleted for any reason, the delete error dialog box appears. For information about the conditions that may prevent a record from being deleted, see <a href="../../Patron_Services/PPregstr/Deleting_Patron_Records.htm#XREF_81174_Deleting_Patron">Deleting Patron Records</a>.</li>
|
||||
<li>Bulk-change records - Select <b>Tools, Bulk Change</b>, or click <img alt="iBulkChIcon.gif" style="margin-bottom: 0.000pt;width: 29;height: 28;" id="image60" src="iBulkChIcon_29x28.gif" />. See <a href="../../Patron_Services/PPpatrecbulk/Bulk-Changing_Patron_Records.htm#XREF_83470_Registering_Patrons">Bulk-Changing Patron Records</a>.</li>
|
||||
<li>Create an item record set of the items linked to the patrons in this record set - Select <b>Tools, Create Item Record Set </b>or click <b><img src="../../../Resources/Images/itemrecsetbtn_33x29.gif" style="margin-top: 10px;margin-bottom: 0px;width: 33;height: 29;" alt="" />.</b></li>
|
||||
<li>Print information from this workform - Select <b>File, Print, Current View</b> (workform) or <b>File, Print, List View</b> (records list), or click the down arrow by the print button <img alt="PrintButtonArrow00583.gif" style="margin-bottom: -4.000pt;width: 41;height: 28;" id="image61" src="PrintButtonArrow00583_41x28.gif" />.</li>
|
||||
<li>Delete this record set - Select <b>File, Delete</b>, or click <img alt="deletebtn00584.gif" style="margin-bottom: -4.000pt;width: 30;height: 28;" id="image62" src="deletebtn00584_30x28.gif" />.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRpatron.fm" /><title>Patron Registration Workform</title>
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<h1><a name="kanchor235"></a><a name="IX_described_130"></a><a name="XREF_40278_Checking_Out_Items"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_124"></a></span>Registration Workform</h1>
|
||||
<p>To access the Patron Registration workform, select <b>Patron Services</b> > <b>Patron Records</b>, and search for the patron. The Patron Registration workform displays patron registration data such as patron code, contact information, and notification preference. Use the toolbar and top part of the workform to:</p>
|
||||
<ul type="disc">
|
||||
<li>Register a patron or edit this record - See <a href="../../Patron_Services/PPregstr/Creating_and_Editing_Patron_Records.htm#XREF_52556_Creating_Patron">Creating and Editing Patron Records</a>.<br /></li>
|
||||
<div class="NoteShade">
|
||||
<p><b>Tips:</b>
|
||||
</p>
|
||||
<ul>
|
||||
<li>Polaris requires information for the fields with bold labels.</li>
|
||||
<li>You can type or scan the patron barcode.</li>
|
||||
<li>The <b>Patron Code</b> selection affects circulation policies for this patron. The library determines the possible options.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<li>Set the registration expiration with the <b>Expiration Term</b> boxes. To set a date such as two years from today, type a number in the first <b>Term</b> box, and select <b>months</b> or <b>years</b> in the second <b>Term</b> box. The exact date is automatically calculated and appears in the <b>Date</b> box. For information about updating the expiration date, see <a href="../../Patron_Services/PPregstr/Updating_Address_and_Expiration_Term.htm">Updating Patron Registration Check Dates</a>.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also type an expiration date in the <b>Date</b> box in the format shown, or select the down arrow by the <b>Date</b> box to select a date from a calendar.</p>
|
||||
<li>California libraries with the appropriate Polaris license can enter basic information in the workform by scanning the patron’s California driver’s license. See <a href="../../Patron_Services/PPregstr/Scan_drivers_license_enter_patron_info.htm#XREF_19190_Scan_driver_s">Scan Driver’s License to Enter Patron Information</a>. For setup information, see <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_User-Defined_Fields.htm#XREF_43562_Scanning_Driver_s">Scanning a Driver’s License for Patron Registration</a>.</li>
|
||||
<li>Print information from this workform - Select <b>File</b> > <b>Print</b> > <b>Current View</b>; <b>File</b> > <b>Print</b> > <b>All Views</b>; or <b>File</b> > <b>Print</b> > <b>List View</b> (Addresses, Phone Numbers list), or select the down arrow by the print button <img alt="PrintButtonArrow.gif" style="margin-bottom: -10.000pt;width: 41;height: 34;" id="image1" src="PrintButtonArrow_41x34.gif" />.</li>
|
||||
<li>Delete this record - Select <b>File</b> > <b>Delete</b>, or select <img alt="deletebtn.gif" style="margin-bottom: -4.000pt;width: 30;height: 28;" id="image2" src="deletebtn_30x28.gif" />. Certain conditions may prevent deleting this record. See <a href="../../Patron_Services/PPregstr/Deleting_Patron_Records.htm#XREF_81174_Deleting_Patron">Deleting Patron Records</a>.</li>
|
||||
<li>Place a hold request for this patron - Select <b>Tools</b> > <b>Place Hold</b>, or select <img alt="PlaceHoldButton.gif" style="margin-bottom: -9.000pt;width: 31;height: 33;" id="image3" src="PlaceHoldButton_31x33.gif" />. See <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</li>
|
||||
<li>Check out items to this patron - Select <b>Tools</b> > <b>Check Out</b>, or select <img alt="but_chko.gif" style="margin-bottom: -10.250pt;width: 36;height: 38;" id="image4" src="but_chko_36x38.gif" />. See <a href="#XREF_40278_Checking_Out_Items">Patron Registration Workform</a>.</li>
|
||||
<li>Merge information from another patron record - Select <b>Tools</b> > <b>Merge with Patron</b>. See <a href="../../Patron_Services/PPregstr/Merging_Patron_Records.htm#XREF_58144_Merging_Patron">Merging Patron Records</a>.</li>
|
||||
<li>Add this patron record to a record set for bulk processing - Select <b>Tools</b> > <b>Add to Record Set</b> > <b>New</b> or <b>Existing</b>. See <a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm#XREF_16915_Creating_Records">Creating and Using Record Sets</a>. To work with the patron record sets that include this record, select <b>Links</b> > <b>Record Sets</b>.</li>
|
||||
<li>Work with associated patron records - Select <b>Links</b> > <b>Associations</b>. See <a href="../../Patron_Services/PPregstr/Patron_Associations.htm#XREF_55300_Patron_Associations">Patron Associations</a>.</li>
|
||||
<li>Add this patron to a route list, or remove this patron from a list - Select <b>Tools</b> > <b>Add to Route List</b> or <b>Tools</b> > <b>Remove from Route List</b>. See <a href="../../Serials/PSrouting/Routing_Serial_Issues.htm#XREF_23190_Routing_Serial">Routing Serial Issues</a>. To work with the route lists that include this record, select <b>Links</b> > <b>Route Lists</b>.</li>
|
||||
<li>Designate this patron as an instructor for a course - Select <b>Tools</b> > <b>Add to Course Reserve</b>. See <a href="../../Patron_Services/PPcourseres/Add_instructors_to_a_course_reserve_record.htm#XREF_37774_Add_instructors_to">Add Instructors to a Course Reserve Record</a>. To work with associated course reserve records, select <b>Links</b> > <b>Course Reserve</b>.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Instructor (Primary)</b> checkbox is a read-only control that indicates whether the patron is the primary instructor for a course. To remove the instructor designation for this patron, edit the course record. See <a href="../../Patron_Services/PPcourseres/Setting_Up_Course_Reserve_Records.htm#XREF_91949_Setting_Up_Course">Setting Up Course Reserve Records</a>.</p>
|
||||
<li>Create a new patron record from this workform - Select <b>File</b> > <b>New</b>, or select <img alt="newicon.gif" style="margin-bottom: -11.500pt;width: 37;height: 39;" id="image5" src="newicon_37x39.gif" />. See <a href="../../Cataloging/PKpromo/Create_a_new_record_from_the_Promotion_workform.htm#XREF_89324_Create_a_record">Create a New Record from the Promotion Workform</a>.</li>
|
||||
<li>Switch to the Patron Status workform for this patron - The Patron Status workform contains circulation, request, and financial information. Select <b>Links</b> > <b>Patron Status</b> or press <b>F9</b>. (For a quick, read-only version, select <b>View</b> > <b>Status</b>, or select <img alt="pStatusView.gif" style="margin-bottom: -4.000pt;width: 29;height: 30;" id="image6" src="pStatusView_29x30.gif" />.)</li>
|
||||
<li>Set contact information and notification preferences - Select <b>View</b> > <b>Addresses</b>, or select <img alt="pAddViewIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 29;" id="image7" src="pAddViewIcon_29x29.gif" />.</li>
|
||||
<li>Set a statistical code, password, and other conditions - Select <b>View</b> > <b>General</b>, or select <img alt="pGenViewIcon.gif" style="margin-bottom: -4.000pt;width: 30;height: 30;" id="image8" src="pGenViewIcon_30x30.gif" />.</li>
|
||||
<li>See a read-only version of blocks, circulation information, and charges - Select <b>View</b> > <b>Status</b>, or select <img alt="pStatusView00575.gif" style="margin-bottom: -4.000pt;width: 29;height: 30;" id="image9" src="pStatusView00575_29x30.gif" />.</li>
|
||||
<li>Work with patron photos - Separately licensed feature. Select <b>View</b> > <b>Photo</b>, or select <img alt="PhotoIcon.gif" style="margin-bottom: -8.000pt;width: 30;height: 27;" id="image10" src="PhotoIcon_30x27.gif" />.</li>
|
||||
<li>Enter patron custom data fields - Select <b>View</b> > <b>Custom Data</b> or select <img alt="viewcustd.gif" style="width: 33;height: 18;" src="viewcustd_33x18.gif" class="imginline" />.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Patron_Registration3"></a><a name="kanchor236"></a><a name="IX_Addresses_view"></a>Patron Registration Workform - Addresses View</h2>
|
||||
<p>Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>Add an address to the patron record - Select <b>Add</b>. The Add/Edit address dialog appears, where you specify the type of address, such as home or work, and supply the address details. See <a href="../../Patron_Services/PPregstr/Add_an_address_to_a_patron_record.htm#XREF_30963_Add_an_address_to">Add an Address to a Patron Record</a>.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>For US addresses, type a valid postal code before you type the rest of the address. The <b>City</b>, <b>State/province</b>, <b>County</b>, and <b>Country</b> boxes are automatically filled in. If more than one combination exists in your system for that postal code, a list is displayed. Double-click the correct combination from the list. To edit a postal code, position the cursor at the end of the field and press <b>BACKSPACE</b> to remove the existing code. </p>
|
||||
<li>Edit an existing address - Select an address, and select <b>Edit</b>.</li>
|
||||
<li>When you are adding or editing an address, if the state is not required as part of the address, leave the state empty.</li>
|
||||
<li>Remove an existing address - Select an address, and select <b>Remove</b>.</li>
|
||||
<li>Add a patron’s address to a set for printing mailing labels - Select an address, and select <b>Mailing Label</b>. The address is placed in the Mailing Label Manager, where you can export the information or print labels. See <a href="../../Patron_Services/PPregstr/Creating_Patron_Mailing_Labels.htm#XREF_76445_Creating_Patron">Creating Patron Mailing Labels</a>.</li>
|
||||
<li>Specify an address check date - This date is a reminder to check the patron’s address data. To set a date such as two years from today, type a number in the first <b>Address Check Term</b> box, and select <b>months</b> or <b>years</b> in the second <b>Term</b> box. The exact date is automatically calculated and appears in the <b>Date</b> box. For information about updating the address check date, see <a href="../../Patron_Services/PPregstr/Updating_Address_and_Expiration_Term.htm">Updating Patron Registration Check Dates</a>.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also type an address check date in the <b>Date</b> box in the format shown, or select the down arrow by the <b>Date</b> box to select a date from a calendar.</p>
|
||||
<li>Specify notification information and preference - See <a href="../../Patron_Services/PPregstr/Add_notification_data_to_a_patron_record.htm#XREF_98965_Add_notification">Add Notification Data to a Patron Record</a>. You can exclude this patron from receiving certain kinds of notices with options on the <b>General</b> view of the Patron Registration workform.</li>
|
||||
<li>Specify an eReceipts option - If your library has enabled eReceipts (email receipts, TXT receipts, or both) and this patron prefers to receive check-out, renewal, and fine receipts by email or TXT, select the appropriate option from the <b>eReceipt option</b> list. To receive email receipts, the patron record must include an email address. To receive TXT receipts, one <b>Phone</b> field must be a mobile phone with a selected carrier, and the <b>TXT</b> option must be selected for that phone number. See <a href="../../Patron_Services/PPregstr/Add_notification_data_to_a_patron_record.htm#XREF_98965_Add_notification">Add Notification Data to a Patron Record</a>.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Patron_Registration4"></a><a name="kanchor237"></a><a name="IX_General_view_8"></a><a name="XREF_38333_Patron"></a>Patron Registration Workform - General View</h2>
|
||||
<p>Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>Add general information to the patron record - See <a href="../../Patron_Services/PPregstr/Add_general_data_to_a_patron_record.htm">Add General Data to a Patron Record</a>.</li>
|
||||
<li>Gender - Select patron gender from drop down menu unless gender tracking is suppressed. All drop down menus start with a <b>(None)</b> option followed by a list of genders specified for the specific organization. The (None) option is selected by default unless a patron has already selected a gender. Selecting (None) sets the patron's gender to "null" in the database as if they have opted out of a gender selection.<br /></li>
|
||||
<li>Specify a statistical class - Your library defines these codes for reporting purposes.</li>
|
||||
<li>Set the patron's password - Enter a minimum of 4 and a maximum of 64 characters, and be sure that the patron records the password. For additional password format requirements, see <a href="../../Patron_Services/PPregstr/Add_general_data_to_a_patron_record.htm">Add General Data to a Patron Record</a>.</li>
|
||||
<p>This password allows the patron to access the account from the PAC. Polaris displays the password as a series of asterisks (<b>*</b>) for security purposes. You can set a staff override password in Polaris Administration so that patrons can access their accounts to change a forgotten password. See <a href="../../Public_Access_Admin/PDOPatAcc/Set_patron_password_and_user_name_options.htm#XREF_49970_Control_patron">Set Patron Password and Username Options</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A step in the nightly Patron Processing SQL job can assign the last four digits of the patron’s primary telephone number (<b>Voice Phone 1</b>) to the password field of the patron record if a password does not exist. The default password step is disabled at installation; if your library is interested in activating this feature, contact your Polaris Site Manager.</p>
|
||||
<li>Specify a language - Select the patron’s primary language. If your library has purchased the Polaris multilingual option, and the language you select is supported for notices, the patron can receive notices in this language. For more information about setting these up in Polaris Administration, see <a href="../../Telephony_Admin/PTOutboundTel/Delivering_Notices_by_Phone_Outbound_Telephony.htm#XREF_71823_Managing">Delivering Notices by Phone (Outbound Telephony)</a>.</li>
|
||||
<li>Enter the patron's birth date - Use one of the following methods:<ul type="disc"><li>Type a specific date - Select the box in the <b>Birth date</b> field, then type the birth date in the format shown. Use the right arrow key to move from one segment of the date to the next. </li><li>Select a date from a calendar - Select the down arrow in the <b>Birth date</b> field and select the birth date from the calendar.</li></ul></li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can enter a birth year in the patron record that is earlier than 1900. For example, if you do not ask patrons their birth year at registration, you can enter 1776. You can save dates as early as 1753.</p>
|
||||
<li>Configure user defined fields - Your library defines these fields for inclusion in the patron record. You can search for patron records by these fields.</li>
|
||||
<li>Start or stop the patron’s reading history - Select the <b>Maintain permanent reading list</b> checkbox. See <a href="../../Patron_Services/PPregstr/Working_with_Reading_Histories.htm#XREF_40803_Working_with">Working with Reading Histories</a>.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If this patron receives outreach services, this box is automatically selected.</p>
|
||||
<li>Prevent the patron record from being deleted - Select <b>Do not delete patron record</b>.</li>
|
||||
<li>Prevent the account from being submitted to collection - Select <b>Exclude from collection agency</b>. See <a href="../../Patron_Services/PPuseacct/Patrons_in_Collection.htm#XREF_10999_Patrons_in">Patrons in Collection</a>.</li>
|
||||
<li>Prevent overdue notices to this patron - Select <b>Exclude from overdue notice</b>.</li>
|
||||
<li>Prevent hold notices to this patron - Select <b> Exclude from hold notice</b>. If this patron receives outreach services, and you place hold requests on the patron’s behalf as part of the services, you may want to select this option. See <a href="../../Patron_Services/PPoutreach/Outreach_Services_Processing.htm#XREF_58531_Outreach_Services">Outreach Services Processing</a>.</li>
|
||||
<li>Prevent bills to this patron - Select <b> Exclude from billing</b>.</li>
|
||||
<li>Prevent almost overdue and auto-renew email reminder notices to this patron - Select <b> Exclude from Almost overdue/auto-renew</b>. See <a href="../../Patron_Services_Admin/PDPnotices/Reminder_Notices.htm">Reminder Notices</a>.</li>
|
||||
<li>Prevent inactive patron email reminder notices to this patron - Select <b> Exclude from Patron record expiration</b>. See <a href="../../Patron_Services_Admin/PDPnotices/Reminder_Notices.htm">Reminder Notices</a>.</li>
|
||||
<li>Prevent patron record expiration email reminder notices to this patron - Select <b> Exclude from Inactive patron</b>. See <a href="../../Patron_Services_Admin/PDPnotices/Reminder_Notices.htm">Reminder Notices</a>.</li>
|
||||
<li>View the patron’s last activity date - The <b>Last Activity Date</b> field is updated in the following circumstances: <ul type="disc"><li><span class="FM_Emphasis">Staff client:</span> when an item is checked out or renewed, when a quick-circ item is checked out, or when a claim is made on an item. </li><li><span class="FM_Emphasis">PAC:</span> when a patron signs in, places or modifies a hold or ILL request, renews an item, updates patron information, makes a payment, or accesses a remote database that requires authentication. </li><li><span class="FM_Emphasis">Polaris ExpressCheck, SIP self-check units:</span> when a patron checks out or renews an item, accesses their account, or makes a payment. </li><li><span class="FM_Emphasis">Time and print management applications:</span> when a patron signs in. </li><li><span class="FM_Emphasis">Inbound telephony:</span> when a patron accesses their account or renews an item.</li></ul></li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Patron_Registration5"></a><a name="kanchor238"></a><a name="IX_Status_view"></a>Patron Registration Workform - Status View</h2>
|
||||
<p>This view shows a quick read-only version of blocks, circulation information, and charges on the patron’s record. To edit this information, press <b>F9</b> to open the Patron Status workform.</p>
|
||||
<h2><a name="TOC_Patron_Registration6"></a><a name="kanchor239"></a><a name="IX_Photo_view"></a>Patron Registration Workform - Photo View</h2>
|
||||
<p>Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>Take a new photo - Select <b>Launch Picture Edit</b> > <b>Start Camera</b> > <b>Take Picture</b>. The picture appears on the right side of the Patron Photo dialog. See <a href="../../Patron_Services/PPregstr/Add_a_new_photo_to_a_patron_record.htm#XREF_97880_Add_a_new_photo_to">Add a New Photo to a Patron Record</a>.</li>
|
||||
<li>Replace an existing photo - Select <b>Launch Picture Edit</b> > <b>Start Camera</b> > <b>Take Picture</b>. The picture appears on the right side of the Patron Photo dialog, replacing the old photo. See <a href="../../Patron_Services/PPregstr/Add_a_new_photo_to_a_patron_record.htm#XREF_97880_Add_a_new_photo_to">Add a New Photo to a Patron Record</a>.</li>
|
||||
<li>Add an existing image - Select <b>Launch Picture Edit</b> > <b>Load Picture</b>. A Windows Explorer dialog appears. Navigate to and select the image. See <a href="../../Patron_Services/PPregstr/Upload_an_existing_photo_to_a_patron_record.htm#XREF_30796_Upload_an_existing">Upload an Existing Photo to a Patron Record</a>.</li>
|
||||
<li>Delete a photo - Select <b>Launch Picture Edit</b> > <b>Delete Photo</b>. The image is removed from the patron record.</li>
|
||||
</ul>
|
||||
<h2><a name="TOC_Patron_Registration7"></a><a name="kanchor240"></a><a name="IX_Patron_Custom_Data_view"></a>Patron Registration Workform - Patron Custom Data View</h2>
|
||||
<p>Use this view to enter or modify patron custom data fields. For information on setting up these fields, see <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Up_Patron_Custom_Data_Fields.htm#XREF_37348_Setting_UP_Patron">Setting Up Patron Custom Data Fields</a>.</p>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1>Patron Services UI Reference</h1>
|
||||
<p>In the <b>Contents</b> list for online Help, click the plus sign by <b>Patron Services UI Reference</b>, then click a subtopic link to see more information about how to use a specific workform or dialog box.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The same information is available when you click <img alt="formHelp_Icon.gif" style="margin-bottom: -8.000pt;width: 29;height: 29;" id="image0" src="formHelp_Icon_29x29.gif" />, click <b>Help</b>, or press <b>F1</b> on most workforms and dialog boxes.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="kanchor2470"></a><a name="IX_described_131"></a><a name="XREF_38839_Patron_Status"></a>Patron <span style="font-size: 11.0pt;"><a name="CSH_125"></a></span>Status Workform</h1>
|
||||
<p>The Patron Status workform displays patron account information such as circulation data, blocks, items out, requests, claims and lost items, reading history, financial transactions, and associated patron records. If your library system includes Polaris Outreach Services, you also use this workform to set up profiles and generate pick lists for an outreach services patron. Use the toolbar and top part of the workform to:</p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Print information from this workform</span> - Select <b><b>File</b>,<b> Print</b>, Current View</b>; <b>File</b>,<b> Print</b>,<b> All Views</b>; or <b>File</b>,<b> Print</b>,<b> List View</b>, or click the down arrow by the print button <img alt="PrintButtonArrow00576.gif" style="margin-bottom: -4.000pt;width: 41;height: 28;" id="image12" src="PrintButtonArrow00576_41x28.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Delete this record</span> - Select <b>File</b>,<b> Delete</b>, or click <img alt="deletebtn00577.gif" style="margin-bottom: -4.000pt;width: 30;height: 28;" id="image13" src="deletebtn00577_30x28.gif" />. Certain conditions may prevent deleting this record. See <a href="../../Patron_Services/PPregstr/Deleting_Patron_Records.htm#XREF_81174_Deleting_Patron">Deleting Patron Records</a>.</li>
|
||||
<li><span class="FM_BulletHead">Place a hold request for this patron</span> - Select <b>Tools</b>,<b> Place Hold</b>, or click <img alt="PlaceHoldButton00578.gif" style="margin-bottom: -8.375pt;width: 32;height: 32;" id="image14" src="PlaceHoldButton00578_32x32.gif" />. See <a href="../../Patron_Services/PPholds/Placing_Hold_Requests.htm#XREF_58179_Creating_Hold">Placing Hold Requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Check out items to this patron</span> - Select <b>Tools</b>,<b> Check Out</b>, or click <img alt="but_chko00579.gif" style="width: 28.047pt;height: 28.047pt;margin-bottom: -9.625pt;" id="image15" src="but_chko00579.gif" />. See <a href="Patron_Registration_Workform.htm#XREF_40278_Checking_Out_Items">Patron Registration Workform</a>.</li>
|
||||
<li><span class="FM_BulletHead">Set up printing for receipts and hold slips </span>- Select <b>Tools</b>,<b> Options</b>. The Tools Options dialog box appears, where you set the printer type and which receipts should print from this workform. See <a href="../../Patron_Services/PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</li>
|
||||
<li><span class="FM_BulletHead">Switch to the Patron Registration workform for this patron</span> - The Patron Registration workform contains address and notification information. Select <b>Links, Registration</b>, or press <b>F9</b>.</li>
|
||||
<li><b>Check for blocks on the patron record based on associated patron blocks</b> - Select <b>Tools, Check Associated Patron Blocks.</b></li>
|
||||
<li><span class="FM_BulletHead">Work with associated course reserve records</span> - Select <b>Links, Course Reserve</b> to access the course reserve records for which this patron is an instructor. See <a href="../../Patron_Services/PPcourseres/Setting_Up_Course_Reserve_Records.htm#XREF_91949_Setting_Up_Course">Setting Up Course Reserve Records</a>.</li>
|
||||
<li><span class="FM_BulletHead">Secure a patron's record so that no library activity can take place</span> - Select <b>Tools, Secure a patron record.</b> See <a href="../../Patron_Services/PPuseacct/securepatrecover.htm">Secure and Release Patron Records</a>.</li>
|
||||
<li><span class="FM_BulletHead">Release a secured patron record so that library activity can resume</span> - Select <b>Tools, Release</b>. See <a href="../../Patron_Services/PPuseacct/securepatrecover.htm">Secure and Release Patron Records</a>.</li>
|
||||
<li style="font-weight: normal;"> <b>Go to another view</b> - Select <b>View:</b><ul><li><b>General</b>, or click <img alt="PatStatGenView.gif" style="margin-bottom: -4.000pt;width: 30;height: 30;" id="image16" src="PatStatGenView_30x30.gif" /> to view summary information and notification history, work with blocks. See <a href="#TOC_Patron_Status_Workform1" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Status Workform - General View</span></a>. </li><li> <b>Items Out</b>, or click <img alt="PatStatItemsOut.gif" style="margin-bottom: -4.000pt;width: 31;height: 31;" id="image17" src="PatStatItemsOut_31x31.gif" /> to renew items, make claims, declare items lost. See <a href="#TOC_Patron_Status_Workform2" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Status Workform - Items Out View</span></a>.</li><li><b>Account</b>, or click <img alt="PatStatAcctView.gif" style="margin-bottom: -4.000pt;width: 30;height: 30;" id="image18" src="PatStatAcctView_30x30.gif" /> to manage charges, payments, deposits, and credits. See <a href="#TOC_Patron_Status_Workform3" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Status Workform - Account View</span></a>.</li><li><span class="FM_BulletHead"><b>Claims</b></span>, or click <span class="FM_BulletHead"><img alt="PatStatClaimsView.gif" style="margin-bottom: -4.000pt;width: 30;height: 30;" id="image19" src="PatStatClaimsView_30x30.gif" /></span> to review a patron’s claims<span class="FM_BulletHead"></span>. Select <b>View, </b> See <a href="#TOC_Patron_Status_Workform4" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Status Workform - Claims View</span></a>.</li><li><b>Holds</b>, or click <img alt="PatStatHoldsView.gif" style="margin-bottom: 0.000pt;width: 30;height: 31;" id="image20" src="PatStatHoldsView_30x31.gif" /> to work with holds and ILL requests. See <a href="#TOC_Patron_Status_Workform5" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Status Workform - Requests View</span></a>.</li><li><span class="FM_BulletHead"><b>Reader Services</b></span>, or click <span class="FM_BulletHead"><img alt="PatStatReadServ.gif" style="margin-bottom: 0.000pt;width: 31;height: 31;" id="image21" src="PatStatReadServ_31x31.gif" /></span> to view reading history, set outreach services profiles<span class="FM_BulletHead"></span> - . See <a href="#TOC_Patron_Status_Workform6" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Status Workform - Reader Services View</span></a>.</li><li><b>Associations</b>, click <img alt="PatStatAssView.gif" style="margin-bottom: 0.000pt;width: 31;height: 31;" id="image22" src="PatStatAssView_31x31.gif" />, or select <b>Links, Associations</b>. See <a href="#TOC_Patron_Status_Workform7" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Status Workform - Associations View</span></a>.</li><li><span class="FM_BulletHead"><b style="font-weight: bold;">Notes</b></span>, or click <span class="FM_BulletHead"><img alt="PatStatNotes.gif" style="margin-bottom: 0.000pt;font-weight: normal;width: 31;height: 31;" id="image23" src="PatStatNotes_31x31.gif" /></span> to enter a blocking or non-blocking note, or post a patron message - See <a href="#TOC_Patron_Status_Workform8" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Status Workform - Notes View</span></a>.</li></ul></li>
|
||||
</ul>
|
||||
<h3><a name="TOC_Patron_Status_Workform1"></a><a name="kanchor2471"></a><a name="IX_General_view_9"></a><a name="XREF_45815_Patron_Status"></a>Patron Status Workform - General View</h3>
|
||||
<p>The Patron Status workform - General view summarizes any amount owed, items checked out, items overdue and long overdue, items on hold, current and lifetime claims, lost items, whether the patron’s account contains notes, and the account expiration date. This view also lists any blocks (stops) on the patron’s account. See <a href="../../Patron_Services/PPblocks/Working_with_Blocks_Stops.htm#XREF_36202_Working_with">Working with Blocks (Stops)</a>. The view includes a list of the most recent notices that have been sent to the patron for a particular transaction (double-click an item to see the complete notice history). Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><b>Add a block</b> - Click <b>Add Block</b>. The New Block dialog box appears. Select a library-defined block, or type a free-text block. See <a href="../../Patron_Services/PPblocks/Add_a_patron_block.htm#XREF_22292_Add_a_patron_block">Add a patron block</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Polaris <span class="FM_Emphasis">automatically</span> blocks patrons for conditions such as overdue and long overdue items, money owed over a library-specified amount, and an excessive number of items claimed, according to Polaris Administration settings. You cannot add or delete these types of blocks manually.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete a block</span> - Select a block, and click <b>Delete Block</b>. See <a href="../../Patron_Services/PPblocks/Delete_a_patron_block.htm#XREF_83242_Delete_a_patron">Delete a patron block</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print an item’s notice history</span> - Double-click an item in the <b>Notices</b> list to open the Notice History dialog box. This dialog box shows detailed notification history for the item. From the dialog box, you can print the notice history for an item.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Open an item record</span> - Right-click an item in the <b>Notices</b> list to open the item record.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h3><a name="TOC_Patron_Status_Workform2"></a><a name="kanchor2472"></a><a name="IX_Items_Out_view"></a><a name="XREF_37436_Items_Out_View"></a>Patron Status Workform - Items Out View</h3>
|
||||
<p>This view lists the items the patron has currently checked out.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can right-click any item to check it in, place a hold on it, or work with other options related to the item record.</p>
|
||||
<p>Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print a packing list for reader ratings - </span>Select the item or items, and click <img alt="PackingListIcon.gif" style="margin-bottom: -6.000pt;width: 29;height: 26;" id="image24" src="PackingListIcon_29x26.gif" /> above the Items Out list. See <a href="../../Patron_Services/PPoutreach/Working_with_Reader_Ratings.htm#XREF_96700_Working_with">Working with Reader Ratings</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print the list of items out</span> - Click <img alt="PrinterIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 30;" id="image25" src="PrinterIcon_29x30.gif" /> above the Items Out list, or press <b>CTRL+ALT+P. </b>See <a href="../../Patron_Services/PPuseacct/Display_and_print_the_Items_Out_list.htm#XREF_92399_Display_and_print">Display and print the Items Out list</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Renew one or multiple items</span> - Select the item or items, and click <img alt="pRenewIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image26" src="pRenewIcon_29x28.gif" /> above the Items Out list. See <a href="../../Patron_Services/PPckout/Renew_items_from_the_Patron_Status_workform.htm#XREF_52934_Renew_one_or_more">Renew items from the Patron Status workform</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Renew all items</span> - Click <img alt="pRenewAllIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image27" src="pRenewAllIcon_29x28.gif" /> above the Items Out list. See <a href="../../Patron_Services/PPckout/Renew_items_from_the_Patron_Status_workform.htm#XREF_52934_Renew_one_or_more">Renew items from the Patron Status workform</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Assign a special loan renewal period</span> - Select the item, and click <img alt="pSpecRenewIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image28" src="pSpecRenewIcon_29x28.gif" /> above the Items Out list. The Special Loan dialog box appears, where you can select any due date from a calendar. See <a href="../../Patron_Services/PPckout/Assign_a_special_loan_period.htm#XREF_70528_Assign_a_special">Assign a special loan period</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Change the due date of items without renewal</span> - Select the items and click <img alt="ResetDateIcon.gif" style="width: 20.268pt;height: 18.822pt;margin-bottom: -4.000pt;" id="image29" src="ResetDateIcon.gif" /> above the Items Out list. See <a href="../../Patron_Services/PPckout/Reset_due_dates_of_checked-out_items.htm#XREF_19259_Reset_due_dates_of">Reset due dates of checked-out items</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Estimate fines</span> - Click <img alt="EstFinesIcon.gif" style="margin-bottom: 0.000pt;width: 22;height: 17;" id="image30" src="EstFinesIcon_22x17.gif" /> above the Items Out list to estimate fines on overdue items currently checked out. See <a href="../../Patron_Services/PPuseacct/Estimate_fines_on_currently_checked_out_items.htm#XREF_48833_Estimating_fines">Estimate fines on currently checked out items</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Make a claim</span> - Select the item, and click <img alt="pClaimsIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image31" src="pClaimsIcon_29x28.gif" /> above the Items Out list. The Make Claim dialog box appears, where you can select the patron’s reason for the claim (Claim Returned or Claim Never Had). See <a href="../../Patron_Services/PPclaims/Make_a_claim.htm#XREF_24033_Make_a_claim">Make a claim</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Declare an item lost</span> - Select the item, and click <img alt="pLostIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image32" src="pLostIcon_29x28.gif" /> above the Items Out list. The Declare lost item dialog box appears, where you can declare an item lost and manage the replacement amount and overdue amount, if any. See <a href="../../Patron_Services/PPlost/Declare_an_item_lost.htm#XREF_84650_Declare_a_lost_item">Declare an item lost</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print an item’s notice history</span> - Select the item, and click <img alt="NoticeHistIcon.gif" style="width: 20.296pt;height: 18.879pt;margin-bottom: -6.000pt;" id="image33" src="NoticeHistIcon.gif" />.  The Notice History dialog box opens, which shows detailed notification history for the item. From the dialog box, you can print the notice history for an item.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h3><a name="TOC_Patron_Status_Workform3"></a><a name="kanchor2473"></a><a name="IX_Account_view"></a><a name="XREF_17750_Account_History"></a>Patron Status Workform - Account View</h3>
|
||||
<p>This view displays a patron’s open financial transactions with the library. See <a href="../../Patron_Services/PPuseacct/Viewing_Patron_Financial_Accounts.htm#XREF_25997_Performing_a">Viewing Patron Financial Accounts</a>. </p>
|
||||
<p>Use the account view to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Create a charge</span> and optionally bill for the charge - Click <img alt="pChargeIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image34" src="pChargeIcon_29x28.gif" /> above the transactions list. The Charge dialog box appears, where you can set the amount and reason for the charge. See <a href="../../Patron_Services/PPuseacct/Create_a_charge_from_the_Account_view.htm#XREF_53696_Create_a_charge">Create a charge from the Account view</a>.</p>
|
||||
</li>
|
||||
<li><span class="FM_BulletHead">Bill the patron manually for an existing unbilled charge</span> - Select a charge that has not been billed to the patron, and click <img src="../../../Resources/Images/billbtn.gif" alt="" /> above the list. See <a href="../../Patron_Services/PPuseacct/BillChargeManu.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bill a Charge Manually to a Patron Account </span></a>.</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Pay one or multiple charges</span> - Select the charges, and click <img alt="pPayIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image35" src="pPayIcon_29x28.gif" /> above the transactions list. The Pay dialog box appears, where you specify the amount and payment method. See <a href="../../Patron_Services/PPuseacct/Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Pay all charges</span> - Click <img alt="pPayAllIcon.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image36" src="pPayAllIcon_28x28.gif" /> above the transactions list. See <a href="../../Patron_Services/PPuseacct/Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Waive one or multiple charges</span> - Select charges, and click <img alt="pWaiveIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image37" src="pWaiveIcon_29x28.gif" /> above the transactions list. The Waive dialog box appears, where you can specify the amount and reason for the waiver. See <a href="../../Patron_Services/PPuseacct/Waive_charges_from_the_Account_view.htm#XREF_58640_Waive_charges_from">Waive charges from the Account view</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Waive all charges</span> - Click <img alt="pWaiveAllIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image38" src="pWaiveAllIcon_29x28.gif" /> above the transactions list. See <a href="../../Patron_Services/PPuseacct/Waive_charges_from_the_Account_view.htm#XREF_58640_Waive_charges_from">Waive charges from the Account view</a>. The library may make this feature unavailable. See <a href="../../Patron_Services_Admin/PDPpatacct/Setting_Patron_Accounting_Options.htm#XREF_42985_Waive_All_Option">Waive All Option in the Patron Status Workform - Account View</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Make a deposit</span> - Click <img alt="pDepositIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image39" src="pDepositIcon_29x28.gif" /> above the transactions list. The Deposit dialog box appears, where you can specify the amount and payment method. See <a href="../../Patron_Services/PPuseacct/Make_deposit_in_patrons_acct.htm#XREF_38583_Make_a_deposit">Make a deposit in a patron’s account</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Return one or multiple deposit</span>s - Select deposits, and click <img alt="pReturnIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image40" src="pReturnIcon_29x28.gif" /> above the transactions list. See <a href="../../Patron_Services/PPuseacct/Return_forfeit_or_credit_deposits.htm#XREF_65535_Return_forfeit_or">Return, forfeit, or credit deposits</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Forfeit one or multiple deposits</span> - Select deposits, and click <img alt="pForfeitIcon.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image41" src="pForfeitIcon_28x28.gif" /> above the transactions list. See <a href="../../Patron_Services/PPuseacct/Return_forfeit_or_credit_deposits.htm#XREF_65535_Return_forfeit_or">Return, forfeit, or credit deposits</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Credit one or multiple deposits</span> - Select deposits, and click <img alt="pCreditIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image42" src="pCreditIcon_29x28.gif" /> above the transactions list. See <a href="../../Patron_Services/PPuseacct/Return_forfeit_or_credit_deposits.htm#XREF_65535_Return_forfeit_or">Return, forfeit, or credit deposits</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Create a credit on the patron’s account</span> - Click <img alt="CreateCreditBtn.gif" style="margin-bottom: -4.000pt;width: 27;height: 26;" id="image43" src="CreateCreditBtn_27x26.gif" /> above the transactions list. See <a href="../../Patron_Services/PPuseacct/Create_a_credit_manually.htm#XREF_37647_Create_a_credit">Create a credit manually</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Refund a credit amount from the patron’s account</span> - Select credit transactions, and click <img alt="RefundCreditBtn.gif" style="margin-bottom: -10.000pt;width: 29;height: 28;" id="image44" src="RefundCreditBtn_29x28.gif" /> above the transactions list. See <a href="../../Patron_Services/PPuseacct/Refund_a_credit_amount.htm#XREF_22681_Refund_a_credit">Refund a credit amount</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View the most recent collection report information</span> - This option applies to libraries that use a collection agency. Click <img alt="pCollAgIcon.gif" style="margin-bottom: -10.000pt;width: 29;height: 28;" id="image45" src="pCollAgIcon_29x28.gif" /> above the transactions list. See <a href="../../Patron_Services/PPuseacct/Display_a_collection_summary_and_history.htm#XREF_90192_Display_a_patron_s">Display a collection summary and history</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View the patron’s reconciled transactions</span> - Click <img alt="pTransSumIcon.gif" style="margin-bottom: -10.000pt;vertical-align: baseline;width: 29;height: 28;" id="image46" src="pTransSumIcon_29x28.gif" /> above the transactions list. <br /><br />The Transaction Summary dialog box lists completed transactions. See <a href="../../Patron_Services/PPuseacct/Display_completed_account_transactions.htm#XREF_45729_Display_reconciled">Display completed account transactions</a>. You can issue a credit card account refund from the Transaction Summary dialog box. See <a href="../../Patron_Services/PPuseacct/Refund_a_credit_card_payment_from_Patron_Status_-_Account_view.htm#XREF_96755_Refund_a_credit">Refund a credit card payment from Patron Status - Account view</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View the history of a transaction</span> - Right-click a line item in the transactions list or Transaction Summary dialog box, and select <b>History</b> from the context menu. See <a href="../../Patron_Services/PPuseacct/Display_transaction_history.htm#XREF_89106_Display_a">Display a transaction’s history</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Print an item’s notice history</span> - Select the item, and click <img alt="NoticeHistIcon00580.gif" style="width: 20.296pt;height: 18.879pt;margin-bottom: -6.000pt;" id="image47" src="NoticeHistIcon00580.gif" />.  The Notice History dialog box opens, which shows detailed notification history for the item. From the dialog box, you can print the notice history for an item.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h3><a name="TOC_Patron_Status_Workform4"></a><a name="kanchor2474"></a><a name="IX_Claims_view_1"></a><a name="XREF_35067_Claims_View"></a>Patron Status Workform - Claims View</h3>
|
||||
<p>The Patron Status workform - Claims view shows the patron’s open claims and lost items. See <a href="../../Patron_Services/PPclaims/Working_with_Claims.htm#XREF_21373_Working_with_Claims">Working with Claims</a> and <a href="../../Patron_Services/PPlost/Managing_Lost_Items.htm#XREF_14110_Managing_Lost_Items">Managing Lost Items</a>. Use this view to:</p>
|
||||
<ul>
|
||||
<li>Print the Claims list - Right-click in the Claims list, and select Print from the context menu.</li>
|
||||
<li>Link to an item record - Right-click an item in the Claims list, and select Links, Item Record from the context menu. The Item Record workform opens.</li>
|
||||
<li>Estimate fines - Click <img src="../../../Resources/Images/EstimateFines.png" style="vertical-align: text-top;" alt="" />above the Claims list to estimate fines on overdue items currently checked out. This option is available if your library has opted to include claimed and/or lost items in estimated accrued fine calculations. See <a href="../../Patron_Services/PPuseacct/Estimate_fines_on_currently_checked_out_items.htm">Estimate fines on currently checked out items</a>.</li>
|
||||
<li>Print an item’s notice history - Select the item, and click <img src="../../../Resources/Images/NoticeHistory.png" style="vertical-align: text-top;" alt="" />.  The Notice History dialog box opens, which shows detailed notification history for the item. From the dialog box, you can print the notice history for an item.</li>
|
||||
</ul>
|
||||
<h3><a name="TOC_Patron_Status_Workform5"></a><a name="kanchor2475"></a><a name="IX_Requests_view"></a><a name="XREF_33169_Holds_View"></a>Patron Status Workform - Requests View</h3>
|
||||
<p>On this view, the <b>Polaris requests</b> list displays the patron’s system holds requests. The <b>ILL requests</b> list displays the patron’s interlibrary loan requests. See <a href="../../Patron_Services/PPill/Working_with_Interlibrary_Loans.htm#XREF_12272_Working_with">Working with Interlibrary Loans</a>. If your library is licensed to use INN-Reach, ILL requests placed through INN-Reach appear in this view. See <a href="../../INN-Reach Integration/INNBorrowingLib/ILLHoldCreated.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">INN-Reach ILL hold request created in Polaris</span></a>. Use this view to:</p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Group hold requests</span> - Select the hold requests, and click <img alt="pbutGroup.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image50" src="pbutGroup_29x28.gif" />. When one request in the group is filled, the others are canceled. See <a href="../../Patron_Services/PPholds/Group_patron_hold_requests.htm#XREF_28957_Group_a_patron_s">Group a patron’s hold requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Remove one or more hold requests from a group</span> - Select the grouped hold requests, and click <img alt="pbutRemoveGroup.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image51" src="pbutRemoveGroup_29x28.gif" />. See <a href="../../Patron_Services/PPholds/Ungroup_patron_hold_requests.htm#XREF_33675_Ungroup_a_patron_s">Ungroup a patron’s hold requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Edit a request</span> - For example, you can change the activation date for a hold request. Right-click a line item, and select <b>Open </b>or <b>Edit</b> from the context menu. The appropriate request workform opens. See <a href="../../Patron_Services/PPholds/Edit_hold_request_data.htm#XREF_25956_Edit_a_hold_request">Edit hold request data</a> or <a href="../../Patron_Services/PPill/Edit_an_ILL_request.htm#XREF_26081_Edit_an_ILL_request">Edit an ILL request</a>. </li>
|
||||
<li>Suspend/Reactivate - Right-click the request, and select <b>Suspend/Reactivate</b> from the context menu. See <a href="../../Patron_Services/PPholds/Suspend_Reactivate_Holds_in_Bulk_from_Patron_Acct.htm">Suspend/Reactivate Holds in Bulk from Patron Account</a>.</li>
|
||||
<li><span class="FM_BulletHead">Convert a hold request to an interlibrary loan request</span> - Right-click the request, and select <b>Convert to ILL Request</b> from the context menu. See <a href="../../Patron_Services/PPill/Convert_hold_requests_to_ILL_requests.htm#XREF_12475_Create_an_ILL">Convert hold requests to ILL requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Cancel a request</span> - Right-click the request, and select <b>Cancel Hold </b>or <b>Cancel</b> from the context menu. See <a href="../../Patron_Services/PPholds/Cancel_hold_requests.htm#XREF_59596_Cancel_a_hold">Cancel hold requests</a> or <a href="../../Patron_Services/PPill/Cancel_interlibrary_loan_requests.htm#XREF_64869_Cancel_an">Cancel interlibrary loan requests</a>.</li>
|
||||
<li><span class="FM_BulletHead">Check out a Borrow by Mail item</span> - Licensed feature. Right-click the item, and select <b>Bulk checkout</b> from the context menu. See <a href="../../Patron_Services/PPBorrowBM/Process_individual_Borrow_by_Mail_items.htm#XREF_30566_Process_individual">Process individual Borrow by Mail items</a>.</li>
|
||||
<li><span class="FM_BulletHead">Print a Borrow by Mail item mailer</span> - Licensed feature. Select the Borrow by Mail request, and click <img alt="BBMPrintMailer.gif" style="margin-bottom: 0.000pt;width: 22;height: 22;" id="image52" src="BBMPrintMailer_22x22.gif" /> above the Requests list. See <a href="../../Patron_Services/PPBorrowBM/Process_individual_Borrow_by_Mail_items.htm#XREF_30566_Process_individual">Process individual Borrow by Mail items</a>.</li>
|
||||
<li><span class="FM_BulletHead">Export an ILL request</span> - Right-click the request, and select <b>Export</b> from the context menu. See <a href="../../Patron_Services/PPill/Export_ILL_requests_to_OCLC.htm#XREF_57509_Export_an_ILL">Export ILL requests to OCLC</a>.</li>
|
||||
<li><span class="FM_BulletHead">Receive an ILL item</span> - Right-click the request, and select <b>Receive</b> from the context menu. See <a href="../../Patron_Services/PPill/Receive_an_ILL_item.htm#XREF_38795_Receive_an">Receive an ILL item</a>.</li>
|
||||
<li><span class="FM_BulletHead">Return an ILL item</span> - Right-click the request, and select <b>Return</b> from the context menu. See <a href="../../Patron_Services/PPill/Return_ILL_items.htm#XREF_31860_Return_an">Return ILL items</a>.</li>
|
||||
</ul>
|
||||
<h3><a name="TOC_Patron_Status_Workform6"></a><a name="kanchor2476"></a><a name="IX_Reader_Services_view"></a><a name="XREF_89462_Patron_Status"></a>Patron Status Workform - Reader Services View</h3>
|
||||
<p>The Patron Status workform - Reader Services view displays the patron’s reading history, if any. See <a href="../../Patron_Services/PPregstr/Working_with_Reading_Histories.htm#XREF_40803_Working_with">Working with Reading Histories</a>. Also, if your library provides outreach services, use this view to set up outreach services profiles for this patron. For details, see <a href="../../Patron_Services/PPoutreach/Creating_Outreach_Patron_Profiles.htm#XREF_91949_Creating_Outreach">Creating Outreach Patron Profiles</a>.</p>
|
||||
<h3><a name="TOC_Patron_Status_Workform7"></a><a name="kanchor2477"></a><a name="IX_Associations_view"></a><a name="XREF_61825_Patron_Status"></a>Patron Status Workform - Associations View</h3>
|
||||
<p>The Patron Status workform - Associations view lists the associated patrons with columns showing the barcode, patron name, branch, note, whether the patron is blocked when the associated patron is blocked, and whether the patron is allowed to pick up held items for the associated patron. See <a href="../../Patron_Services/PPregstr/Patron_Associations.htm#XREF_55300_Patron_Associations">Patron Associations</a>. </p>
|
||||
<p>Use this view to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Create an association between patron records</span> - Click <img alt="NAddInstrIcon.gif" style="margin-bottom: -7.000pt;width: 27;height: 23;" id="image53" src="NAddInstrIcon_27x23.gif" /> above the Associations list. The Add Associations dialog box appears, where you can search for the patron record to link. See <a href="../../Patron_Services/PPregstr/Create_and_edit_patron_associations.htm#XREF_92826_Create_and_edit">Create and edit patron associations</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Edit notes about an association or change a blocking relationship</span> - Select the associated patron in the Associations list, and click <img alt="NEditInstrIcon.gif" style="margin-bottom: -4.000pt;width: 26;height: 24;" id="image54" src="NEditInstrIcon_26x24.gif" /> above the list.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete an association</span> - Select the associated patron in the Associations list, and click <img alt="NDeleteInstrIcon.gif" style="margin-bottom: -4.000pt;width: 24;height: 24;" id="image55" src="NDeleteInstrIcon_24x24.gif" /> above the list. You are deleting the relationship between the two records, not the records themselves.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Work with an associated patron record</span> - Right-click an associated patron record. From the context menu, you can open the record or do circulation functions and other activities for the associated patron.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h3><a name="TOC_Patron_Status_Workform8"></a><a name="kanchor2478"></a><a name="IX_Notes_view"></a><a name="XREF_24570_Notes_View"></a>Patron Status Workform - Notes View</h3>
|
||||
<p>The Patron Status workform - Notes view provides free-text boxes for notes about a patron’s status. You can create two types of notes, non-blocking and blocking. Non-blocking notes do not block circulation or hold requests. Blocking notes block a patron at normal check-out or renewal. However, blocking notes do not affect offline circulation, Polaris ExpressCheck circulation, SIP/NCIP circulation, or renewal from the PAC. Neither type of note appears in the PAC. Use the Notes view to:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Create a note</span> - Type a note in the <b>Non-blocking</b> or <b>Blocking</b> box, and click <b>Save</b>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete notes</span> - Select the text, and press <b>BACKSPACE </b>or <b>DELETE</b>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>This view also has a section for patron messages. These are predefined or free-text messages that you can post for specific patrons. The patrons can read and delete them from the PAC patron account.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Post a message</span> - Click <b>Add Message</b> by the Message area. The Patron Message dialog box opens, where you can select a <b>Library-assigned</b> message from the drop-down list. The message options are those set in Polaris Administration for the staff member’s log-on branch. Or click <b>Free text</b> , and type a message. When you click <b>OK</b>, the dialog box closes, and the message is added to the <b>Message Text</b> column. The <b>Patron Has Read</b> column indicates whether the patron has marked the message as read in the PAC patron account.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">View message properties</span> - Right-click the message in the Patron Status workform - Notes view, and select <b>Properties</b> from the context menu. The Properties dialog box lists the creator’s user name, workstation, branch, and the creation date and time. If the message has been modified, the modifier, modification date, and time are listed.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Modify a message</span> - Select the message in the Patron Status workform - Notes view, and click <b>Modify Message</b>. You need the permission <b>Post patron message: Allow</b> to modify messages.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Delete a message or multiple messages</span> - Select them in the Patron Status workform - Notes view, and click <b>Delete Message</b>. You need the permission <b>Delete patron message: Allow</b> to delete messages.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="kanchor1541"></a><a name="IX_described_141"></a>Pay <span style="font-size: 11.0pt;"><a name="CSH_141"></a></span>Dialog Box</h1>
|
||||
<p>From the Patron Status workform - Account view, this dialog box appears when you select the charge to pay and click <img alt="pPayIcon00594.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image77" src="pPayIcon00594_29x28.gif" /> above the transactions list, or when you click <img alt="pPayAllIcon00595.gif" style="margin-bottom: -4.000pt;width: 28;height: 28;" id="image78" src="pPayAllIcon00595_28x28.gif" /> to pay all charges. See <a href="../../Patron_Services/PPuseacct/Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Amount</span> - If you want to partially pay the selected charge or charges, type the new amount (less than the balance) in the <b>Amount</b> box. If you want to accept an overpayment, type the new amount (more than the balance) in the <b>Amount</b> box.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library allows overpayments to be recorded as account credits, a dialog box appears that alerts you to the overpayment and provides the choice of crediting the account or not. Click <b>Yes</b> to credit the patron’s account. Click <b>No</b> to pay the charge without recording a credit. If your library does not allow overpayments to be recorded as credits, a message indicates how much change you should give the patron. Click <b>OK</b> on the message box.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Method</span> - Select a payment method.<ul type="disc"><li>Use the method <b>Collection Agency</b> to record a payment that a patron has made directly to a collection agency, as reported by the collection agency.</li><li>The method <b>Pay from Credit</b> is available only if there is a credited amount on the patron’s account.</li><li>If your library accepts credit card payments, and the patron wants to pay with a credit card, select <b>Credit card</b> in the method box.</li><li><span class="FM_BulletHead">Note</span> - Optional. If you want to add a note about the transaction, type the information in the <b>Note</b> box.</li></ul></li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor2100"></a><a name="IX_described_149"></a>Refund <span style="font-size: 11.0pt;"><a name="CSH_149"></a></span>Credit Dialog Box</h1>
|
||||
<p>From the Patron Status workform - Account view, this dialog box appears when you select a credit or credits on the patron’s account and click <img alt="RefundCreditBtn00604.gif" style="margin-bottom: -10.000pt;width: 29;height: 28;" id="image87" src="RefundCreditBtn00604_29x28.gif" /> above the transactions list to refund a credit amount. See <a href="../../Patron_Services/PPuseacct/Refund_a_credit_amount.htm#XREF_22681_Refund_a_credit">Refund a credit amount</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Amount</span> - Type the amount to refund. If you selected multiple credit transactions, and you specify an amount less than the amount shown in the <b>Balance</b> box, the refund is applied to the oldest transactions first. Each fully-refunded credit transaction will be removed from the Account Transaction list, and recorded in the Transaction History. Any remaining amount is applied to the next oldest credit in the Account Transaction list as a partial refund.</li>
|
||||
<li><span class="FM_BulletHead">Note</span> - Optional. If you want to add a note about the transaction, type the information in the <b>Note</b> box.</li>
|
||||
</ul>
|
||||
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|
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|
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<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services Administration UI Reference " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Renew Chargeable Overdue Item Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRpatron/RenewChrgItem.htm">Open topic with navigation</a>
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|
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<h1>Renew Chargeable Overdue Item Dialog Box</h1>
|
||||
<p>If your library has set the <b>Check Out: Charge Options</b> Patron Services parameter to charge for renewals and prompt the user regarding the charge, the renewal charge appears on the same dialog box as the overdue charge when renewing overdue items. The <b>Renew chargeable overdue item</b> dialog box opens when you renew items (<b>Renew, Renew All</b>, or <b>Special Renew</b>) from the Patron Status workform, Items Out view and when you renew a single item from the <b>Check Out</b> workform. See: <a href="../../Patron_Services_Admin/PDPfines/Set_up_charges_for_checkout_and_renewal.htm#XREF_28060_Set_up_charges_for" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set up charges for checkout and renewal</span></a>.</p>
|
||||
<p>You can select separate actions for the checkout and overdue charges, or you can select the same action for both. For example, you can select <b>Pay</b> for both the checkout and overdue amounts, and the payment amount is totaled at the bottom of the dialog box.</p>
|
||||
<p>See also: <a href="../../Patron_Services/PPckout/Resolve_fines_and_renewal_charge.htm">Renew overdue items - resolve fines and renewal charges</a></p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Polaris User Interface (UI) Reference|Patron Services UI Reference" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PRpatron.fm" /><title>Return Dialog Box</title>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor990"></a><a name="IX_described_145"></a>Return <span style="font-size: 11.0pt;"><a name="CSH_145"></a></span>Dialog Box</h1>
|
||||
<p>From the Patron Status workform - Account view, this dialog box appears when you select one or more deposits and click <img alt="pReturnIcon00600.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image83" src="pReturnIcon00600_29x28.gif" /> above the transactions list to return the deposit(s). See <a href="../../Patron_Services/PPuseacct/Return_forfeit_or_credit_deposits.htm#XREF_65535_Return_forfeit_or">Return, forfeit, or credit deposits</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Amount</span> - If you want to partially return a single selected deposit, type the new amount. If you chose to return multiple deposits, you cannot change the number in the <b>Amount</b> box. You must return the entire amount.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Note</span> - Optional. If you want to add a note about the transaction, type the information in the <b>Note</b> box.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Special Item Check-in Dialog Box</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/UI_Ref/PRpatron/Special Item Check-in Dialog Box.htm">Open topic with navigation</a>
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<h1>Special Item Check-in Dialog Box</h1>
|
||||
<p>The Special Item Check-in dialog box opens when you select Tools, Special Item Check-in on the Check In workform.</p>
|
||||
<p>Use the Special Item Check-in dialog box to manage items that have missing parts. </p>
|
||||
<p>First, scan the item's barcode in the Barcode box or click Find to search for and select the item.</p>
|
||||
<p>Then select one of the following options:</p>
|
||||
<ul>
|
||||
<li><b>Missing part: block and notify</b> - The item's status is updated to Claim Missing Parts and generates a notice to the patron.</li>
|
||||
<li><b>Mark item Unavailable</b> - The item's status is updated to Unavailable, which prevents the item from being circulated.</li>
|
||||
</ul>
|
||||
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="kanchor5837"></a><a name="IX_described_143"></a>Waive <span style="font-size: 11.0pt;"><a name="CSH_143"></a></span>Dialog Box</h1>
|
||||
<p>From the Patron Status workform - Account view, this dialog box appears when you select the charge to waive and click <img alt="pWaiveIcon00597.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image80" src="pWaiveIcon00597_29x28.gif" /> above the transactions list, or when you click <img alt="pWaiveAllIcon00598.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image81" src="pWaiveAllIcon00598_29x28.gif" /> to waive all charges. See <a href="../../Patron_Services/PPuseacct/Waive_charges_from_the_Account_view.htm#XREF_58640_Waive_charges_from">Waive charges from the Account view</a>.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Amount</span> - To partially waive the selected charge or charges, type the new amount in the <b>Amount</b> box.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Distributed Waive</span> - Check this box to apply the same waived amount to <span class="FM_Emphasis">each</span> of multiple charges. (If the library does not allow distributed waives, this checkbox is not available for selection.)</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b><b>Note</b>:<br /></b>If a specific individual charge is equal to the waive amount, that charge is completely waived. Charges less than the distributed waive amount are not affected.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Note</span> - Optional. If you want to add a note about the transaction, type the information in the <b>Note</b> box.</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1>Add from File Dialog Box</h1>
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<p>To access the Add from File dialog box, select <b>Tools > Add from file</b> from a patron record set.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />When you add patron records to a record set using a file, the patron records already exist in the Polaris database. This process matches the PatronID in the file to the patron record in the Polaris database and adds the record to the record set.</p>
|
||||
<p>Use the Add from File dialog box to:</p>
|
||||
<ul>
|
||||
<li>Specify the file containing the patron IDs - Click <b>Browse</b> to locate the file.</li>
|
||||
<li>Identify the worksheet and column containing the Polaris Patron ID - Select an option from the drop-down list in the <b>Worksheet/Column containing PatronID</b> box.</li>
|
||||
<li>Specify where to save the error report - Browse to select the location in the <b>Save to file</b> box.</li>
|
||||
<li>Add the patron records to the record set - Click <b>Add</b>.</li>
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