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librarian:textbook_tracker:remove_graduates

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librarian:textbook_tracker:remove_graduates [2011/10/07 15:04]
carolyn created
librarian:textbook_tracker:remove_graduates [2011/10/10 09:30]
carolyn
Line 1: Line 1:
 ====== Remove Graduates====== ====== Remove Graduates======
 +
 +1. Select **Tools**.  From drop-down menu choose **Reports**.  Choose **Saved Reports** tab and **Favorite**.  Run report **Patron List – Line 1** //(Report Name – Patron List – Graduated)// //Choose Select By://  **School** (use number).  ** Print PDF** and save pdf file.
 +
 +{{:librarian:textbook_tracker:patronlistgrad.png?1024|Patron List Graduate}}
 +
 +   Report will give you total number of patrons listed as "graduated".
 +
 +{{:librarian:textbook_tracker:reportgrad.png?1024|}}
 +
 +2. From the Circulation Window choose **Tools** and then from the drop‐down menu choose **Utilities**. Under **Saved**
 +**Utilities** choose **Favorite**. Select **Forgive Charges**. **Select By: School** (//number//). **Run**. //Any transactions associated
 +with Patron(s) being removed must be cleared before the Patron(s) is removed//.
 +
 +{{:librarian:textbook_tracker:forgivefines.png?1024|screen shot Forgive Fines}}
 +
 +3. After running the **Forgive Charges** – **Forgive Fines Utility**, from the same list, under **Utility Type**, choose **Remove**
 +**Patron** ‐ Name Remove Patron – **Graduated**.
 +
 +
 +
 +
 +
  
librarian/textbook_tracker/remove_graduates.txt · Last modified: 2011/10/10 09:53 by carolyn