PINES Documentation

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====== Grouping Patrons ======

If a new patron is cloned from another patron (eg, a child's card is cloned from a parent's card), they are automatically grouped together. You may also manually group different patrons together.

<note important>If you open the Group Member Details and no one (including the patron you are viewing) loads in the list, please refresh your browser window to get them to display.</note>

===== Viewing a Group =====

  - Open a patron's account.
  - Click Other > Group Member Details.
  - The list of people in the group will appear.

===== Adding a Patron to a Group =====

  - Open one patron's account.
  - Click Other > Group Member Details.
  - Check the box next to the patron's name.
  - Click Actions.
  - Click Move Another Patron To This Group.
  - Enter the second patron's barcode number.
  - Click OK.

===== Removing a Patron from a Group =====

  - Open the account of a patron who is in the group, but who is not the member you wish to remove.
  - Click Other > Group Member Details.
  - Check the box next to the patron you wish to remove.
  - Click Actions.
  - Click Remove Selected From Group.


===== Group Fines =====

There are no PINES policies related to groups, but if members of a group have fines, the sum of all the fines will appear in the patron summary bar when any member of that group is opened.

[{{ :circ:accounts:group-fines.jpg?direct&250 |}}]