Use the following procedure to add a preference:

1.  From the Patron menu, select Search for Patron and perform a search for the patron for whom you want to view a patron’s preferences.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the Preferences tab. The List of Patron Preferences grid displays preferences associated with the patron.

4.  From the List of Patron Preferences grid, click  Add New Preference.

5.  Enter the preference information. For information about each field, refer to the List of Patron Preferences Grid Overview section. The following fields are available:

•     Preference Name

•     Type

•     Effective Date - Use the term drop-down menu to help set dates, if necessary. However, preference dates are not linked to a term.

•     Facility

•     Rank

6.  Click Save. The Preference will be added to the List of Patron Preferences Grid.