View a Patron Profile

Use the following procedure to view a patron’s profile from the Floor Plans page of the Patron module:

1.  From the Patrons menu, select Search By Facility.

The display date at the top of the Facility Tree shows the facilities that existed on that date, which allows users to view facility changes over time.  If necessary, click the calendar to change the date, and click Refresh to update the Facility Tree for that date. 

2.  From the Facility Tree, click on a facility to select the facility’s floor plan to view. If necessary, expand the tree by clicking on the expand icon  for the desired parent facility.

With a facility selected, the facility’s floor plan will be displayed below the collapsed facility tree.

3.  Click on the desired space within the facility. Above the floor plan, the space’s information will be displayed.

4.  Click on the patron’s name listed in the Occupant List section. The patron’s profile will be displayed within the Patron module.

Refer to the Patron Overview section for more information on viewing and editing a patron’s profile.

5.  To return to the Floor Plans screen, click Return to Floor Plans.