Differences

This shows you the differences between two versions of the page.

--- librarian:textbook_tracker:remove_graduates [2011/10/07 15:54]
carolyn
+++ librarian:textbook_tracker:remove_graduates [2011/10/10 09:51]
carolyn
@@ Line 4: / Line 4: @@
 {{: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|}}
+. 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}}
+. After running the **Forgive Charges** – **Forgive Fines Utility**, from the same list, under **Utility Type**, choose **Remove**
+**Patron** ‐ Select By: **Graduated**. **Select By**: **School (//number//)**.  Only change needed is to enter the school number.  **Run**.
+{{:librarian:textbook_tracker:removepatron.png?1024|Screen shot of Remove Patron}}
+. After running the **Utility, Remove Patron** ‐ **Graduate**, from the menu bar choose **Tools**, then **reports** from the
+drop‐down menu. Run the report **Patron List** **– 1 line** –// Patron List – Graduated//. Run this report to make sure all
+graduates have been removed. If patrons show up in the report you will need to  go to Menu Bar and select **Show Patrons**. Look up the patron and make sure the graduate’s school is AHS, HHS, JSBHS, PHHS, or WASH. If
+not, and the grade field shows Graduated, change the School to one of these locations and save the PDF. You will then
+need to run the **Utility**, **Forgive Fines** – Graduate and Remove Patron – Graduated, again. These steps must be
+repeated until the **Patron List – Graduated** no longer shows patrons.

Knowledge Base

User Tools

Site Tools

Differences

Page Tools