Patrons

Adding

  1. Click Patrons on the top navigation bar alt text
  2. Click +New patron then choose a patron type alt text
  3. Fill in patron information alt text
  4. To finish, click Save at the top of the screen alt text

Reminders

  • Fields in red are required
  • The more info you can get, the better -- this helps identify duplicate patrons and accounts
  • Overdues and noticers are sent to the primary email address
  • Username and password allow the patron to access their account at www.seknfind.org
  • Users can change their passwords on their own via the OPAC

Merging

  1. Click Patrons on the top navigation bar alt text
  2. Search for the patron in question alt text
  3. Check the boxes next to duplicate accounts alt text
  4. Click Merge selected patrons alt text
  5. Select the patron record you want to keep, then click Merge patrons alt text

Deleting

  1. Search for the patron that needs deleted alt text
  2. Bring up the patron's checkout screen
  3. Click More then Delete alt text
  4. Click Yes, delete to confirm deletion alt text

Messaging preferences

  1. Navigate to the patron's Details view alt text
  2. Click Edit below the Patron messaging preferences table alt text
  3. Fill in the required information and check the boxes for desired notices. alt text
  4. Save your changes alt text

Reminders

  • Digests can cut down on spam by collecting multiple messages from a day into a single notice
  • For text messaging, you must provide a valid provider and number before you can select the appropriate checkboxes
  • If the cell provider is unknown or not on the list, use the lookup link to determine which network is used and select that as the provider

Adding patron images

  1. Navigate to the patron's Details view alt text
  2. Under Upload Patron Image, click Browse alt text
  3. Find where the photo is stored, select it, and click Open alt text
  4. Click Upload alt text

Reminders

  • File size is limited to 100K
  • Recommended dimensions are 200x300 pixels, or smaller

Fines

Accessing

Open the patron account, choose Fines or Make payment alt text

Collecting

Fines can be collected by:

A. Clicking Pay Amount to apply an amount towards the total, then clicking Confirm alt text B. Clicking Pay to apply an amount towards an individual fine line, then clicking Confirm alt text

Writing off

Writeoffs should only be used if charges need forgiven or removed due to mistakes.

Fines can be written off by:

A. Clicking Write off next to an individual fine, then clicking Write off this charge alt text

B. Clicking Write off all then clicking OK to confirm the full writeoff alt text

Manual Invoices

Manual invoices are used to add a charge to an account manually.

  1. Click Create manual invoice alt text

  2. Fill in information alt text

  3. Click Save alt text

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