Add Members to a Route List

To add the people to whom the piece will be routed:

1. Display the route list in the Route List workform.
2. Click in the Members frame.

The New Route List member dialog box appears.

Tip:
You can type the patron’s name (last name, first name) in the Route to box and use the accelerator keys SHIFT+ALT+F keys to quickly initiate the search for the patron.

3. Click Find to search for and select the patron to whom you want to route the issue.

Note:
To route to someone who is not a registered patron, type the person’s name in the Route to box.

4. Type any notes you want to include regarding the member.
5. Click OK.

The member is added to the route list.

Related Information

• Remove a member - Select a member in the route list, right-click, and select Remove or click .
• Change a member note - If a note appears next to the member’s name, you can change it by double-clicking on it and editing it.
• Change the member order - Select a member in the route list, right-click and select Move Up or Move Down, or click the up or down arrow .