Home » Categories » Training » Polaris » Polaris Training Manual » D: Patron Services

D 1: Patron Registration and Status Workforms Overview

Overview

Description:

The Patron Registration and Status workforms are used to create and modify patron records; view system-assigned blocks; view, add, modify, or delete staff-assigned blocks; view checkouts; pay and assign fines; search requests (holds); check reading history; and view, add, modify, or delete patron notes and messages.

 

Tip:

Click F7 on your keyboard to access the Patron Registration workform find tool directly.

 

Tip:

Click F6 on your keyboard to access the Patron Status workform find tool directly.

 

Each workform has its own menu bar and toolbar for performing tasks related to the patron record and color-coded banners along the left side that correspond to the subsystem.

Tip:

You can easily access and/or switch from one workform to another by clicking F9 on your keyboard.

Note:

Please refer to section B6: Using Polaris Workforms of the manual for additional information on using Polaris workforms.

 

Patron Registration Workform

Description:

The Patron Registration workform contains patron identification and contact information such as name, address, phone number, email address, etc.  Additionally, within this workform is contained account information, such as number of items out, item overdue, items on hold, etc.

 

The Patron Registration workform toolbar

 

The following actions can be performed on the Patron Registration workform via the toolbar:

   New - create a new record

   Open - open another record

   Save - save the displayed record

   Print - print the workform

   Delete - delete the workform

   Place Hold - place a hold

   Check Out - check out materials

   Properties - Display the properties

   Refresh - refresh the record

   This Window Help - get help with Polaris

 

The Patron Registration workform banner provides means of accessing additional views of the Patron Registration workform.

 

 

 

   - Address and Phone view

   - General View

   - Status view

 

 

 

 

   Address and Phone View

The Address and Phone view contains the patron's barcode, name, library, patron code, expiration date, address, phone, email address and notification preferences.

 

   General View

The General view contains the patron's barcode, name, library, patron code, expiration date, statistical class, password, date of last activity and other information. 

 

   Status View

The Status view of the Patron Registration workform (not to be confused with the Patron Status workform) contains the patron's barcode, name, library, patron code, expiration date, and a brief summary of information drawn from the Patron Status workform (blocks, summary of notices sent, and summary account information, such as number of items out, overdue, on hold, etc.)

Patron Status Workform

Description:

The Patron Status workform, at the top of the workform, contains summary registration information (patron identification and contact information such as name, address, phone number, etc.). Within this workform, you may work with patron blocks, perform circulation functions, such as renewing items, make claims, reset due dates, pay fines, view requests, view reading history, and work with patron notes and messages.

 

The Patron Status workform toolbar

 

The following actions can be performed on the Patron Status workform via the toolbar:

   Open - open another record

   Save - save the displayed record

   Print - print the workform

   Delete - delete the workform

   Check Out - check out materials

   Place Hold - place a hold

   Properties - Display the properties

   Refresh - refresh the record

   This Window Help - get help with Polaris

 

The Patron Status workform banner provides means of accessing additional views of the Patron Status workform.

 

   - General View

   - Items Out View

   - Account View

   - Claims View

   - Requests View

   - Reader Services View

   - Associations View (not supported)

   - Notes View

 

   General View

The General view contains the  summary registration information (patron's barcode, name, library, patron code, expiration date), summary account information (such as number of items out, items overdue, items being held, etc.), blocks, and a list of recent notices.

 

 

   Items Out View

The Items out view contains the patron's registration summary, account summary, and details for current checkouts.  Items can be renewed, claimed, declared lost, due dates reset, and the notification history for the items can be viewed.

 

   Account View

The Account view contains the patron's registration summary, account summary, and accounting details (charges, aka monies owed).  Fines and bills can be managed through this workform view.

 

   Claims View

The Claims view contains the patron's registration summary, account summary, and details on any ongoing claims (claims returned, claims never had, or lost items).

 

   Requests View

The Requests view contains the patron's registration summary, account summary, and details on extant requests.  A request will remain on the patron's account from the time it is placed until it is filled, deleted, or 28 days after cancellation.

 

   Reader Services View

The Reader Services view contains the patron's registration summary, account summary, and reading history if the patron has opted-in.

 

   Associations View

The Associations view contains the patron's registration summary, account summary, and associations to other patrons.  The use of associations is not supported in BCCLS.  The section is for informational purposes only.

 

   Notes View

The Notes view contains the patron's registration summary, account summary, notes (blocking and non-blocking), and messages. This workform view provides access to managing notes and messages.

0 (0)
Article Rating (No Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
There are no comments for this article. Be the first to post a comment.
Related Articles RSS Feed
D 7: Patron Notes and Blocks
Viewed 2381 times since Mon, Sep 15, 2014
D 5: Deleting a Patron Record
Viewed 557 times since Fri, Sep 12, 2014
D 9: Searching for a Patron Record Set
Viewed 501 times since Fri, Sep 19, 2014
D10: Deleting a Patron Record Set
Viewed 426 times since Fri, Sep 19, 2014
D 8: Creating a Patron Record Set
Viewed 860 times since Fri, Sep 19, 2014
D11: Online Patron Registration
Viewed 894 times since Fri, Sep 19, 2014
D 6: Registering Non-Resident Cards
Viewed 1653 times since Fri, Sep 12, 2014
D 2: Registering a Patron
Viewed 2514 times since Fri, Sep 12, 2014
D 3: Modifying a Patron Record
Viewed 1041 times since Fri, Sep 12, 2014
D 4: Copying a Patron Record
Viewed 584 times since Fri, Sep 12, 2014