Patron Notes
v.2.7
Concepts
Notes can be used to keep track of information about patron accounts or, when the note is patron visible, communicate some information to the patron.
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When the issue prompting the note has been resolved, delete the old note!
Add Patron Note
- Retrieve a patron record, click Other
- Select Notes
- Click Add New Note
- Select if notes will be visible for staff only, or visible to the patron when logged into My Account in the OPAC
- Add note Title and content
- Enter initials
- Date and LIB code will be automatically added
- Click Add Note
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Existing notes cannot be edited. If there a correction needs to be made, the note must be deleted and a corrected note added.
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New notes are added to the end of a list of notes.
Staff Visible
By default, all notes are Staff Visible only - this means they can only be viewed from within the Staff Client.
Patron Visible
Staff can select that a specific note is Patron Visible, which means that it will appear in the patron's OPAC Account.
Delete Patron Note
Notes can be deleted one at a time only. Click the "Delete this note" button below the note to remove.
Print Note
Notes can be printed one at a time only. Click the "Print" button below the note to print.
(See Notes) Indicator
When notes are present in a patron account, the (See Notes) indicator will appear under the name. Click (See Notes) to view all patron notes.
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