Viewing the Notes in a Patron Record

To view the Fines tab, you must be assigned permission 94 (View patron record in check-out).

The system allows you to view all of the NOTE fields in a patron record while you are viewing the patron's outstanding fines. These include overdue penalty notes, claims returned and lost item notes, and any additional fields that were manually added by library staff. Viewing the notes in a patron's record enables staff who cannot view or edit patron records to understand the patron's circulation and fine history.

To view the notes in a patron record:

  1. If the patron's record is not already displaying, retrieve it.
  2. View the Fines tab:
    • click on the Fines tab, or
    • choose the Circulation Desk | Fines option from the Go menu
  1. Choose the Patron Notes button. The system displays a window containing the NOTE fields from the patron record.