Reset a Patron’s Total Claims Count

Staff members with the appropriate permission can reset a patron’s total (lifetime) claim count to 0. This prevents the situation where a patron record might be permanently blocked for exceeding the total claim limit even when claims have been resolved satisfactorily.

To reset a patron’s total claim count:

Note:
You need the system-level Circulation permission Patron claims: Reset total claim count: Allow to do this procedure.

  1. Display the patron’s record in the Patron Status workform (refer to Find patron services and related records).
  2. Select View > Claims or click to display the Claims view.
  3. Click the Reset total claims icon above the claims list or press ALT+C. The option is not available if the total claims count is 0.
  4. The Reset total claims? confirmation message appears.

  5. Click OK to confirm.
  6. The total claims counter is set to 0. (The current claims count is not affected.)