The Add Patron Notes utility will add a Contact, General, Alert, or Category Note to selected patrons. 

Uses

• If a group of specific patrons need to meet with the librarian, select Alert Note and type "Needs to meet with librarian" on the Options tab before running this utility. Alert Notes pop up in Circulation whenever those patrons' barcodes are scanned.

• If a group of specific patrons are in special reading programs, considered at-risk, or belong to other groups that need to be recorded, select Category Note and type the desired note on the Options tab. 

Operation Summary File

The Advance Patron Grade utility moves all specified patrons to the next grade level. Customize your grade levels in the Grade Table in Patron Preferences. 

Use(s)

Run this utility if you need to be specific about what types of patrons need to be moved to the next grade level. If you would like to advance all patron grades at the same time, use the Advance All Grades utility on the Grade Table tab of Patron Preferences.

Operation Summary File