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--- librarian:textbook_tracker:remove_graduates [2011/10/07 15:25]
carolyn
+++ librarian:textbook_tracker:remove_graduates [2011/10/10 09:53] (current)
carolyn
@@ Line 1: / Line 1: @@
 ====== Remove Graduates======
-{{:librarian:textbook_tracker:patronlist.png?1024|screen shot patronlist}}
+.	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|}}
+. 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.

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