3 Year Inactive Patron Report

v.2.2

Concepts

As per OWWLAC recommendations, patron accounts that have been Expired for more than 3 years will be marked "Inactive" automatically by the system.

The 3 Year Inactive Report lists all records where the interval between the patron's account expire date and the last patron update is greater than 3 years. It is generated using the same data used to mark the expired patrons as inactive. Accounts are updated on a daily basis.

This report should be used to review registration paperwork files and remove old forms also as per OWWLAC recommendation.

Access the Report

The 3 Year Inactive Patron Report is avaialble on demand in the Reports Ad Hoc Reports list.

Report Data

• Deleted - typically "f", inactive patron records are not deleted, but marked "Inactive"
• User ID - database ID number
• Email
• First Name
• Middle Name
• Last Name
• Suffix
• Day Phone
• Evening Phone
• Expire Date
• Account Last Updated - this typically lists the date the account marked inactive, but could also indicate some action taken on the account by a staff member, such as notes, billings, etc. It does not indicate circulations.
• Alert Message - text of any alerts; accounts marked inactive as a result of 3 years post-expiration will have a specific alert

Guidelines for Use

Use to check against paperwork files to remove old forms.