Patron System Parameters

The following Patron system parameters are available for the Patron module:

•     Show patron picture: Enables or disables view access to patron pictures for all users. If the value is checked and the user has permission to view pictures but there is no picture for a particular patron, a  image will be displayed.

•     Attribute to restrict access to patron: Restricts access of a staff member to a specific set of patrons, by attribute.

For more information about patron record restriction, refer to the Add a Staff Member section in the Security Setup section.

•     Automatically generate Patron ID: Select this option to enable auto-generation of Patron ID numbers.

•     Patron ID prefix: If ID auto-generation is enabled, entered a pre-fix that will be added to the beginning of each Patron ID.

•     Patron ID next in sequence: If ID auto-generation is enabled, this value determines the start of the numeric ID range for sequential ID number generation. Because ID numbers are a fixed length, the numeric portion is left-padded with 0s (zeroes) to reach the defined length.

•     Name Display Format: Select a format for how names are displayed in ResCenter.

Patron Activity from CS Gold Parameters

The following Patron Activity from CS Gold system parameters are available for the Patron module:

•     Connection Address: Enter your CS Gold system’s IP address and port number in the following format: ##.#.###.##:####. Contact CBORD Support for these values, if necessary.

•     Number of days from last activity for alert: Enter a numeric value for the number of days of CS Gold patron inactivity required to display an alert on the inactive patron’s profile page. For example: If 5 is entered, for any patron not active in CS Gold for the previous 5 (or more) days, an alert will be displayed on that patron’s profile page in ResCenter.

Refer to the Edit a Patron section for more information about the Last ___ Activity field.

Resident Check-In/Out Parameters

The following Resident Check-In/Out system parameters are available for the Patron module:

•     Check-in attribute group: Select a check-in attribute group from the drop-down list. The attribute group contains patron attribute flags, patron attributes, and patron attribute groups defined in Odyssey HMS for items you track during check-in, such as issuing room keys and parking permits.

o  Also use for holidays: Select this check box to use the same check-in attribute group for holiday check-ins.

•     Check-out attribute group: Select a check-out attribute group from the drop-down list. The attribute group contains patron attribute flags, patron attributes, and patron attribute groups defined in Odyssey HMS for items you track during check-out, such as room keys returned and documents signed.
If you include the built-in patron attribute Express Check-Out in the Check-out attribute group and set this flag during check-out through ResCenter Mobile, the resident room inspection will be automatically completed by setting the status to Completed and displaying Express Check-Out in the Staff Note column of the resident room inspection.

o  Also use for holidays: Select this check box to use the same check-out attribute group for holiday check-outs.

•     Resident attribute display group: Select a resident attribute display group option from the drop-down list. The values will be displayed on the first Check-In and Check-Out pages in ResCenter Mobile.

•     Check In/Out updates Patron Contract: If set to Yes, in the List of Patron Contracts grid on the patron’s Contracts tab, the related contract’s Status, Actual Start/End dates, and Check In/Out Dates and Times will be set according to when the patron checks-in or checks-out.

If set to No, only the Check-In and Check-Out attributes will be updated, but the contract will not be altered.

Resident Room Selection Setting Parameters

The following Resident Room Selection Setting system parameters are available for the Patron module:

•     Display occupant information: Select the option to display or not display occupant information by selecting Yes or No, or choose to only display Gender Matches.

•     Occupant name format: Select an occupant name format from the drop-down list. Names can be displayed as First Name, Last Name, Last Name First Name, or First Name Last Name. Or select Occupied to display “Occupied” instead of the name of the occupant.

•     Occupant information attribute group: Select an occupant information attribute group from the drop-down list. The selected group’s attributes will be displayed for “Occupant Information” in the room selection graphical display.

•     Facility information attribute group: Select a facility information attribute group from the drop-down list. The selected group’s attributes will be displayed for “Facility Information” in the room selection graphical display.

•     Building information attribute group: Select a building information attribute group from the drop-down list. The selected group’s attributes will be displayed for “Building Information” in the room selection graphical display.

•     Independent pledge attribute: Select an Independent pledge attribute from the drop-down menu.

•     Priority reason attribute: Select a priority reason attribute from the drop-down menu.

•     Lottery Facility attribute: Select a Lottery facility attribute from the drop-down menu.

•     Run lottery batch in background: Select this option to run a lottery batch in the background.

•     Family member age to count for a space: Enter an age number in the available field. Any family members matching this age or older will be counted (in the room selection process) as a person requiring a space.

•     Family relationships to count for a space: Select the necessary relationships in the checkboxes provided. Each selected relationship (to the host) will be counted (in the room selection process) as a person requiring a space.

•     Real estate attribute group: Select an attribute from the list. The referenced attribute group designates the facility attributes that are displayed for each available property.

•     Real estate availability attribute: Select an attribute from the list. The referenced attribute determines whether a facility should appear in the list of available properties.