Use the following procedure to add a note from the Communications tab:
1. From the Patron tab, select Search for Patron and perform a search for a patron.
2. From the Patron List grid, click a row to select a patron.
3. Select the Communications tab.
4. In the Communication Items grid, click Add and select Add New Note.
5. Select the Note Type from the drop-down menu.
Note: Note Types are defined via the Setup menu in the Patron, Facilities, and Tasks sections.
6. If necessary, select a select a Predefined Note from the Predefined Note menu. The default text for the note will be displayed in the Note field.
Predefined Notes allow ResCenter users to select add a note with default text and settings. When adding a predefined note to a user profile, users have the option to override any of the predefined note settings. See the Predefined Notes section for more information on how to create predefined notes.
The Predefined Note field will only be available if the selected Note Type has at least one associated Predefined Note.
7. Enter or select a Date to associate with the note. By default, the current date will be used.
8. If necessary, check the Alert check-box to add an alert for the note.
Note: A user’s individual alert display preferences can be configured on the Preferences page.
If necessary, enter or select an Expiration Date to define when the alert should no longer be displayed.
9. Enter the note text in the Note field.
10. Click Save.
Use the following procedure to view a note from the Communications tab:
1. From the Patron menu, select Search for Patron and perform a search for a patron.
2. From the Patron List grid, click a row to select a patron.
3. Select the Communications tab.
4. In the Communication Items grid, click View next to a note. The note’s text will be displayed.
Use the following procedure to edit a note from the Communications tab:
1. From the Patron menu, select Search for Patron and perform a search for a patron.
2. From the Patron List grid, click a row to select a patron.
3. Select the note type from the drop-down menu on the Communications tab, or click the Communications tab to display all note types.
4. In the Communication Items grid, click Edit next to a note.
5. If necessary, edit the following fields:
•Select the Note Type from the drop-down menu.
Note: Note Types are defined via the Setup menu in the Patron, Facilities, and Tasks sections.
•Enter or select a Date to associate with the note. By default, the current date will be used.
•If necessary, check the Alert check-box to add an alert for the note.
Note: A user’s individual alert display preferences can be configured on the Preferences page.
If necessary, enter or select an Expiration Date to define when the alert should no longer be displayed.
6. If necessary, edit the note text in the Note field.
7. Click Save.
Use the following procedure to delete a note from the Communications tab:
1. From the Patron menu, select Search for Patron and perform a search for a patron.
2. From the Patron List grid, click a row to select a patron.
3. Select the note type from the drop-down menu on the Communications tab, or click the Communications tab to display all note types.
4. Click Delete next to a note in the Communication Items grid. A confirmation message will be displayed. Click OK.