Designate a Community Representative
The organization’s representative is a patron who can edit community records from the PAC:
Note:
Only one patron can be designated as a representative for an organization, but a single patron may be the representative for multiple organizations.
To enter information on the Organization Rep tabbed page of the Community Record workform:
- Open the Community Record workform.
- Enter at least the basic information for the community record and save it. See Enter basic community information in the staff client.
Note:
The community record must be saved before you can designate a community representative.
- Select the Organization Rep tab on the Community Record workform.
The Organization Representative tabbed page appears.
- To add a new organization representative, click the Add organization rep button.
The Find Tool appears with Patron Records selected in the Object box.
- Search for and select the patron who is designated as an organization representative. The organization representative is able to edit a community record through the Polaris PowerPAC.
The organization representative’s information appears in the workform.
- Under the Role Group column heading, select the organization representative’s role.
- Select File > Save, click the Save button, or press Ctrl + S.
Linking to the Patron Record from a Community Record
- To open the Patron Status workform, select the representative, and click the Open button.
- To remove the organization representative, select the representative, and click the Remove button.
- To open the Patron Registration workform, select the organization representative, and click the Registration button.
- To see the patron record’s properties, click the Properties button.