Create or Edit a Patron Status Note

You can create, edit, and delete notes for a patron’s account through the Patron Status workform - Notes view. You can create non-blocking or blocking notes. Non-blocking notes do not block circulation or hold requests. Blocking notes block a patron at normal check-out or renewal. The text of the note does not appear in the PAC.

To create or edit a note on a patron record:

Note:
Blocking notes do not affect offline circulation, Polaris ExpressCheck circulation, SIP/NCIP circulation, or renewal from PAC.

1. Display the patron’s record in the Patron Status workform using one of these methods:

• If the Patron Registration workform is open, select Links > Patron Status or press F9.
• From the Polaris Shortcut Bar, select Circulation > Patron Status to find the record. See Find patron services and related records.

2. Select View, Notes or click  to display the Notes view.

3. Type and edit text in the Non-blocking or Blocking Notes box. (To start a new line, press Enter.)
4. Select File > Save or click the Save button. The status bar indicates that the note has been saved.

When a patron record has a blocking note, the Patron Status workform - General view lists Patron has notes in the Block Description list, and the Notes view icon is red. (If the patron has only non-blocking notes or messages, the icon is yellow; if there are no notes, it is blue.)

Related Information

• Deleting notes - To delete patron status notes, display the patron’s record in the Patron Status workform - Notes view, select the text and press the DELETE or BACKSPACE key.
• Posting patron messages - The Patron Status workform - Notes view also provides options for posting messages to the patron account. The patron can read the messages in the PAC patron account. See Posting Patron Messages.
• Blocks at circulation - See Working with Blocks (Stops).