Removing Patron Records from Collection Agency Reports

Patron records can be removed from Collection Agency Reports in the following ways:

Automatic

When you generate an Updated Patrons Report, the system automatically removes any patrons who:

no longer owe your library money, or
owe an amount that is lower than the Remove If Less Than value

Manual

To manually remove patron record(s) from a Collection Agency Report:

Generate the report.
In the Collection Agency table, select the patron record(s) that you want to remove from the report.
Choose Remove Patron.

When a patron record is removed from a report, the system performs the following steps depending on the type of report used to remove the patron record:

Report	Removal	System Action
New Submissions Report	Manual only	The system removes the patron record from the New Submissions Report and the Collection Agency table. (Note that the system does not modify the patron record to block further checkouts until this report has been sent to the collection agency, so at this point the patron record remains unchanged.)
Updated Patrons Report	Manual and automatic	The system: Changes the patron record's Collection Agency Report status to "removed". Adds an entry for the patron record to the Updated Patrons Report indicating that the patron has been removed. Sets the patron record's MBLOCK fixed-length field to '-' (NO BLOCK) so that the patron can resume checking out items.

Removing Patrons with Debts

If you remove from a Collection Agency Report a patron who still owes your library money, the patron might be included in a Collection Agency Report later. To prevent the patron from reappearing in a Collection Agency Report, you can exclude the patron record from the New Submissions Report, or you can waive the patron's fines.

See also:: Viewing the Notes in a Patron Record