Transferring Patrons to Another Section

To transfer patrons to a different section, you must be assigned permission 770 (Registration management). See Permissions Used by Sierra for more information.

You can transfer a patron from one section of a program to another. You can transfer registered patrons to a different registration list or, if no seats are available, to a waitlist; likewise, you can transfer waitlisted patrons to another waitlist or, if seats are available, to a different registration list.

To transfer a patron to another section:

  1. Choose Program Management from the Function list.
  2. Retrieve the section record on which the patron is currently registered or waitlisted.
  3. Locate the patron's entry on either the Register tab list or the Waitlist tab list and select the patron's entry. The system enables the Transfer button.
  4. Choose the Transfer button. The system displays the Transfer Registration dialog box, which lists the other sections associated with the program, if any.
  5. Select the section to which the patron wants to transfer.

    The Transfer Registration dialog box displays the seats available in the Available column and the number of patrons currently on the waitlist in the # on Waitlist column. If you transfer a patron to a section for which the number of seats available is '0', the system automatically transfers the patron to that section's waitlist.

  6. Choose OK to transfer the patron to the selected section. Choose Cancel to return to the section record without transferring the patron.

If you transfer the patron to the selected section, Program Registration sends a confirmation email to the patron.