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Patron Management

Is where you will go to manually (Add, Edit and Delete) Patrons and/or Patron Information

Overview

Patron Management - Allows you to perform a number of actions to manage your Patrons.

These actions include the following: 

    - Manually adding new Patrons (One Patron at a time) 

    - Editing Patron Information 

    - Deleting Patrons (One Patron at a time) 

       along with many more functions 


Adding a Patron


N.B Before continuing please ensure that you are logged to an account that has access to the Patron ManagementModule.


1. Login and click on the  icon.

2. Select Patron Details from the Systems Menu. 

    

3. Once the Management module has loaded, Click on  the button. 

4. Ensure any changes you have made have being saved before continuing. 

    

5. All will now be blank and ready for you to enter in the New Patrons Management. 

   

      N.B There are some mandatory fields that will need to be filled in before saving they are as follows:

        - First Name

        - Surname

        - Barcode

        - Homeroom

        - Classification  

6. When you are finished remember to click the  button. 

Editing an existing Patron


N.B Before continuing please ensure that you are logged to an account that has access to the Patron Management Module.


1. Login and click on the  icon. 

2. Click on Patron and Click on Patron Management.

    

3. Once the Patron Management module has loaded, click on the  button. 

4. You can find a Patron using multiple fields. 

    Example:

       - First Name

       - Surname

       - Barcode

       - Username

       - PatronID

5. Enter in one of the above fields in the 'Search Word' field to find your Patron then select the Patron you are after. 

     

6. You will now be able to edit the Patron. 

        N.B There are some mandatory fields that will need to be filled in before saving they are as follows:

                - First Name 

                - Surname 

                - Barcode 

                - Homeroom 

                - Classification

7. When you are finished remember to click the  button.

Deleting a Patron


N.B Before continuing please ensure that you are logged to an account that has access to the Patron Management Module.


1. Login and click on the  icon. 

2. Click on Patron and Click on Patron Management.

    

3. Once the Patron Management module has loaded, click on the  button. 

4. You can find a Patron using multiple fields. 

    Example:

       - First Name

       - Surname

       - Barcode

       - Username

       - PatronID

5.Enter in one of the above fields in the 'Search Word' field to find our Patron then select the Patron you are after.

6. Once you have selected the Patron click on the  button located on the right.

    N.B If the patron has any loans you will not be able to delete the Patron.

Advanced Patron Details Functions

Function NameDescriptionHelpArticle for Function
Can BorrowThis function allows you to disabel and enable a user to borrow items from the library. Can Borrow
Can Local Download / Stream This function allows you to allow an user to Download and Stream a program that is on the system. Can Local Download / Stream
Lock PatronThis function allows you to lock a users loan limits Lock Patron
Patron Loan History This function allows you to find the Loan / Return history of a Specific Patron Patron Loan History
Reset PasswordThe function allows you to Reset a users password. Reset Password
TV4Education User Config This function allows you to give a user the ability to view / add TV4Education and YouTube content to your SmartSuite TV4Education User Config

Version Information


Version: 2.1.0

Publish Date: 03/07/2018

Publisher: Functional Solutions

Creator: Ishan Fernando