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Moving Patrons to a LEFT Classification

Once a Patron leaves this is how you mark them as LEFT. 

Overview


When patrons leave your institution it is recommended to mark them as Left to ensure:

1. They don't borrow any resources whilst they are not an active member of your institution

2. They cannot access digital content whilst not an active member of your institution

3. It's easy for administrators to report on inactive/missing items through patrons who have left


The following instructions will detail how to mark patrons as Left via a bulk method:


N.B. Before continuing, please ensure you are using an account which has administration access to SmartSuite

Setting up a "LEFT" classification


1. Login and click the  icon

2. Click Global Functions

3. Select the Class Grade Edit tab

4. Scroll down until you see the blank fields next to the Add New link

5. Under the Description column, type LEFT [LASTYEAR]

e.g. LEFT 2016 - If this year is 2017

6. Click Add New

[


N.B. Please do not assign any additional parameters to this classification


Globally updating patrons to the LEFT classification


N.B. The following process will mark all existing users to a status of Left in preparation for the Start Of Year import which will reclassify and enable existing users. If you are not going to perform the import, please do not continue with these instructions.


1. Login and click on the  icon,

 2. Click on Administator Functions then Global Functions.


3. Select the End of year functions tab 

4. Click Class Grade Change from the left menu



5. In the Class Grade From drop down, select the first classification you will move to the LEFT 2016 classification

6. In the Class Grade To drop down, select LEFT 2016 (or the classification you created in the Setting up your LEFT classification instructions above)

7. You can also select who you wish to change using the tick box to the left of the PatronID filed.

8. Click Update

9. Once you have received confirmation that the migration has completed, repeat steps 4 -> 7 until all your classifications have been migrated to LEFT 2016


 Version Information


Version: 2.1.0

Publish Date: 01/02/2017

     Publisher: Functional Solutions

        Creator: Donald