Differences

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--- circ:accounts:barred [2018/10/11 20:15] – external edit 127.0.0.1
+++ circ:accounts:barred [2024/04/17 12:31] (current) – [User Status - Barred] smorrison
@@ Line 13: / Line 13: @@
   - Select 'Block' as the Penalty Type.
   - Add a concise note explaining the block and how it can be removed.
-  - Enter the staff name or initials in case there are any questions about the block.
+  - Enter the staff member's first initial and last name in case there are any questions about the block.
   - Click OK.
@@ Line 19: / Line 19: @@
 ===== User Status - Barred =====
-Barred is a status that should be reserved for serious offenses, such as theft of library materials. Each Library Director or designee shall decide the circumstances under which a patron may be barred, and must enter the reason for the barring in an alert message (Messages > Apply Penalty / Message > Alert) or Note (Other > Notes > Add New Note) on the patron account [1999.10].
+Barred is a status that should be reserved for serious offenses, such as theft of library materials. Each Library Director or designee shall decide the circumstances under which a patron may be barred.
-It is PINES policy that only the library that barred the patron can unbar said patron.  If a barred patron presents items for checkout at other than the library that barred the patron, he/she should be directed to speak with that library to resolve outstanding issues and restore library privileges.
+To bar a patron:
+  - Open the edit screen of the account.
+  - Select the ***Barred** checkbox.
+  - Click **Save** at the top right of the edit screen.
-<note>It is recommended that libraries who refer patrons to a collections agency Bar the patrons when they do so. In this case, the alert or note should include the name of the library that referred the patron to collections.</note>
+<note important>The director or designee must enter the reason for the barring the patron in an alert message on the patron account [1999.10].</note>
+To add an alert to the account:
+  - Click the **Notes** tab.
+  - Click **Create Note**.
+  - Choose the **Alert** option from the dropdown.
+  - Type in the reason for barring the patron. This alert should also include the name of the library which barred the patron.
+It is PINES policy that only the library that barred the patron can unbar said patron.  If a barred patron presents items for checkout at other than the library that barred the patron, they should be directed to speak with that library to resolve outstanding issues and restore library privileges. Only staff assigned to the LocalAdmin group have the permission to unbar patrons.