When viewing a patron record you have the option to view information from one of many tabs found on the left hand side of the record.
For instruction on checking items out, view the Checking Out section of this manual.
All patron information will appear on the Details tab. This includes all the contact information, notes, messaging preferences, etc entered when adding the patron.
In the case of patrons who are marked as 'Child' or 'Professional' and their Guarantors additional information will appear on their record.
A child patron will list their Guarantor
On the Guarantor's record, all children and/or professionals will be listed
The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.
Most fees and fines will be charged automatically if the fines cron job is running:
Fines will be charged based on your Circulation & Fines Rules
Hold fees will be charged based on the rules you set in the Patron Types & Categories administration area
Rental fees will be charged based on the settings in your Item Types administration area
Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item
Each line item can be paid in full (or written off) using the 'Pay Fines' tab.
Choose the payment type (Unpaid, Paid, Writeoff) from the pull down menu
Click 'Make Payment'
A line item will be added to the account information showing the fee paid in full (or written off)
If you accidentally mark and item as paid, you can reverse that line item by clicking 'Reverse' to the right of the line
Once clicked a new line item will be added to the account, showing the payment as reversed
For fees that are not automatically charged, librarians can create a manual invoice
First choose the type of invoice you would like to create
To add additional values to the manual invoice type pull down menu, add them to the MANUAL_INV Authorized Value
If the fee is associated with an item you can enter its barcode so that the line item shows a link to that item
The description field is where you will enter the description of the charge
In the amount field, do not enter currency symbols, only numbers and decimals
Manual credits can be used to pay off parts of fines, or to forgive a fine amount.
First choose the type of credit you'd like to apply
If this credit is associated with an item you can enter that item's barcode so that the line item links to the right item
The description field is where you will enter the description of the credit
In the amount field, do not enter currency symbols, only numbers and decimals
The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear.
If you have set your BorrowersLog to track changes to patron records, then this tab will appear. The Modification Log will show all changes made to the patron record.
The Librarian field shows the patron number for the librarian who made the changes
The Object field lists the patron that is being modified (in the example above, it was my changing my own record)
The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent:
The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent with their entire body content:
