circ:accounts:messages
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circ:accounts:messages [2018/10/11 20:15] – external edit 127.0.0.1 | circ:accounts:messages [2022/07/08 19:11] (current) – [Creating a New Message] smorrison | ||
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- | ====== | + | ====== |
- | There are several ways you can attach messages | + | // |
- | | + | **Alerts** |
- | * Messages that should | + | |
- | * Messages that should | + | |
- | ===== Alerts ===== | + | {{: |
- | Add or update | + | **Blocks** may also manually be added if necessary. A block appears the same as an alert in the interface, but will prevent |
- | The Alert Message will appear when you first pull up the patron' | + | **Notes** that are not urgent, but contain information that the library wishes to retain for historical purposes, may be manually added by staff. If the patron account |
- | ===== Notes / Patron Message Center ===== | + | {{: |
- | To add a Note in a patron' | + | ===== Creating |
- | If the patron | + | To add a message to a patron |
- | The system will also automatically leave notes in the Patron Message Center (see [[circ:notifications|Automated Notifications]]) that staff can see by going to Other > Message Center. | + | {{:circ:accounts: |
- | + | ||
- | ===== Messages ===== | + | |
- | Messages may be used to add notes that can be edited, to apply penalties, and to block accounts. | + | Select either the Note, Alert, or Block option. (Notice that when you change this option, the Penalty Type changes. This provides additional information about the type of message you have chosen.) |
- | Click the Messages button | + | The Depth should be set to "All PINES Libraries" |
- | To add a new messages, click the "Apply Standing Penalty/ | + | Check the "Patron Visible" |
- | * A " | + | Enter a title for the message, |
- | * An " | + | |
- | * A " | + | |
- | The system will also add certain messages to this interface when different actions occur. For example, if staff clicks | + | Enter your first initial, last name, and location in the Initials box (for example, TMcCanna/ |
- | After an issue has been resolved and the message is no longer relevant, click the Messages | + | ===== Reviewing Existing |
- | + | The Notes tab will display all previously created messages. Use the standard controls to change the visible columns and change the number of rows you see at once. Click on the column headers to sort columns (most staff will want to sort the Creation Date/Time column to show the most recent messages first). | |
+ | Select a message and click Actions > Edit Note to view the complete details of the message and edit it. (Note that some types of messages may not be editable.) | ||
+ | You may also use Actions > Delete Note to permanently delete messages or Actions > Archive Note to move them to the Archived Notes section below. You may select multiple notes to Delete or Archive at once. | ||
+ | |||
+ | ===== Automatically Added Notes ===== | ||
+ | |||
+ | The system will also automatically leave notes in the Patron Message Center (see [[circ: | ||
+ |
circ/accounts/messages.txt · Last modified: 2022/07/08 19:11 by smorrison