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:

1. Open the Community Record workform.
2. 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.

3. Select the Organization Rep tab on the Community Record workform.

The Organization Representative tabbed page appears.

4. To add a new organization representative, click the Add organization rep button.

The Find Tool appears with Patron Records selected in the Object box.

5. 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.

6. Under the Role Group column heading, select the organization representative’s role.
7. 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.