Set up blocks for claims

When a patron receives an overdue notice or a bill, the patron may claim that she never had an item or that the item was returned. The claim is recorded in the patron’s record. You can set Polaris to block transactions for patrons who have too many claims. To block patron accounts automatically based on current and total claims:

1. In the Administration Explorer tree view, open the Parameters folder for the organization, and select the Patron Services tabbed page in the details view.
2. Double-click Claims: Number patron can have at one time, and type or select the number of current (unresolved) claims a patron can have before the patron’s account is blocked.
3. Double-click Claims: Total number allowed, and type or select the number of total (lifetime) claims a patron can have before the patron’s account is blocked.

Note:
Staff with appropriate permission can reset this count to 0. Reset a patron’s total claims count.

4. Select File | Save.

Related Information

Overdue fines on claimed items in estimated fines - Set up estimate accrued fine calculations and blocking.