Follett VERSION 6.00, User Manual

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Chapter 15 Maintaining individual patron records
This chapter contains general information about maintaining individual patron
records and specific instructions for the following maintenance tasks: adding and
editing a patron record; adding, editing, and deleting addresses; adding and
editing an important message or a note; adding, replacing, and removing patron
pictures; and deleting individual patron records.
About maintaining individual patron records
Depending on your settings in System Setup, each patron record requires a last
name and barcode or identification number. All other fields are optional. You can
add patrons, edit and delete the primary or secondary address information, and
delete patrons in Patron Maintenance. You can also add or edit patron records
from Circulation Desk (see Adding or editing a patron" on page 139).
See also:
For information about the global maintenance of records, see Chapter
16, Maintaining patron records in batches."
How to add or edit a patron record
1. To add a patron record in Patron Maintenance, click New on the Patron
Maintenance main window. To edit an existing patron record, first find the
patron's record by using any search method. Select the appropriate patron in
the list, and click Edit. The desired dialog appears:
These are required fields. Use the barcode,
ID, or both, as specified in System Setup.
Click to assign the next barcode
number available.
To add a new message or
note for the current patron
(see page 189)
Only available on Edit Pa
tron dialog, Info opens the
Patron Information tabs.
Only available on Edit Patron dialog
Prompt names are based on your settings in System Setup.
To add, replace, or
remove a patron's photo
to the currently displayed
record (see page 189)
To add, edit, and delete
addresses (see page
188)
2. Fill in the new or updated information. To save the record, click Save. If you
are adding patrons, the dialog clears so you can add more patrons.