Set the Outreach Patron’s Delivery Options

To set the patron’s delivery options:

Note:
The options available for selection are determined by Polaris Administration settings. See Setting Outreach Delivery Options.

1. Open the Reader Services view of the patron’s Patron Status workform, if it is not already open. See Set up outreach services for a patron.
2. Click the Delivery Options icon .

The Patron Delivery Options dialog box opens.

3. Select a delivery method from the Mode list.
4. Select a delivery route, if applicable, from the Route list.
5. Select a stop on the route, if applicable, from the Stop list.
6. Specify a frequency for this patron’s selection list processing and deliveries in the Schedule box.
   • If you select a regular frequency, such as weekly or monthly, the system calculates the patron’s next service date based on your setting, after the selection list is processed and items are checked out to the patron.
   • If you select Daily, specify the number of days between deliveries in the Every . . . day(s) box.
   • If you select Exact date, type a date in the format mm/dd/year, or click  by the date and select a date from the calendar. This option sets the patron’s next service date to the date you specify.
7. If you selected Pickup in the Mode box, type the name of the patron’s designated representative in the Pickup Person box.
8. (Optional) Type any notes about the delivery in the Note box.
9. Click OK to save the settings and close the dialog box.