Outreach Services Manager Workform

To access the Outreach Services Manager workform, select Patron Services, Outreach Services. Use the Outreach Services Manager workform to process items for multiple outreach services patrons. You identify the patrons due for outreach services, create pick lists of items for patrons who need them, then process the items from the combined pick list for all the identified patrons. See Outreach Services Processing. Use the toolbar of the workform to:

• Print information from this workform - Select File, Print, Current View; File, Print, Pick List; File, Print, Pick List Report; or click the down arrow by the print button .

Tip:
The pick list is the list of specific potential items for the outreach services patrons on the Patrons list. If you select Pick List Report for printing, you can sort the list by fields such as Call Number and Collection, so that it is easier to pick the items from the shelf. The report also includes information about whether patrons have read or placed hold requests on their items.

• Set receipt printing from this workform - Select Tools, Options. See Setting Up Receipt Printing from Workforms.

Tip:
The check-out receipt can be a useful packing list as you prepare the items for delivery.

• Views

• Select patrons due for services - Select View, Patrons, or click . See Outreach Services Manager - Patrons View.

• Work with the patrons’ combined pick list - Select View, Pick List, or click . See Outreach Services Manager - Pick List View.