Navigating to Patron Records from Item Records

To edit patron records, you must be assigned permission 164 (Update patron records).

In Sierra 6.5 and above, you can now edit patron records when viewing linked item records. To edit a patron record from an item record:

  1. Retrieve an item record.

    The item record screen appears.

  2. Right-click on the screen and choose Patron View Actions | Edit patron w/item checked out.

    Alternatively, double-click the Patron No. field and choose Edit patron w/item checked out.

    The Patron Record screen appears.

  3. Choose Edit.

    Sierra opens a dialog box displaying the contents of the record in edit mode.

  4. Edit the desired patron record information.

Additionally, you can edit the patron record of the last patron to check out the item. To do so:

  1. Retrieve an item record.

    The item record screen appears.

  2. Right-click on the screen and choose Patron View Actions | Edit last patron to check out the item.

    Alternatively, double-click the Last Patron field and choose Edit last patron to check out the item.

    The Patron Record screen appears.

  3. Choose Edit.

    Sierra opens a dialog box displaying the contents of the record in edit mode.

  4. Edit the desired patron record information.