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-<h1>Patron Details</h1>
+<h1>Patron details</h1>
<p>When viewing a patron record you have the option to view information from one of many tabs found on the left hand side of the record.</p>
<h2>Details</h2>
-<p>All patron information will appear on the Details tab. This includes all the contact information, notes, messaging preferences, etc entered when adding the patron.
-In the case of patrons who are marked as 'Child' or 'Professional' and their Guarantors additional information will appear on their record.</p>
+<p>All patron information will appear on the Details tab. This includes all the contact information, notes, messaging preferences, etc entered when adding the patron. In the case of patrons who are marked as 'Child' or 'Professional' and their Guarantors additional information will appear on their record.</p>
<ul>
<li>A child patron will list their Guarantor</li>
<li>On the Guarantor's record, all children and/or professionals will be listed</li>
-</ul>
+</ul>
+
+<p>Below the patron's information on the details screen is a tabbed display of the items they have checked out, overdue, and on hold.</p>
+
+<p>If they have family at the library staff can see what the other family members have checked out.</p>
+
<h2>Fines</h2>
<p>The patron's complete accounting history will appear on the Fines tab. Contrary to its name, the Fines tab does not just show fine data, it also shows membership fees, rental fees, reserve fees and any other charge you may have for patrons.</p>
<li>The Object field lists the patron that is being modified</li>
</ul>
-<h2>Messaging</h2>
+<h2>Notices</h2>
<p>The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent</p>
-<h2>Notices</h2>
+<p>Clicking on the message title will expand the view to show you the full text of the message that was sent.</p>
+
+<h2>Statistics</h2>
+
+<p>Depending on what you set for the values of your StatisticsFields system preference, you can see statistics for one patron's circulation actions.</p>
-<p>The patron's messaging preferences are set when adding or editing the patron. This tab will show the messages that have been sent and those that are queued to be sent with their entire body content</p>
+<h2>Files</h2>
+
+<p>If you set the EnableBorrowerFiles preference to 'Do' the Files tab will be visible on the patron information page.</p>
+
+<p>From here you can upload files to attach to the patron record.</p>
+
+<p>All files that are uploaded will appear above a form where additional files can be uploaded from.</p>
<h2>Editing Patrons</h2>
<p>Patrons in Koha can be edited using one of many edit buttons.</p>
+
<ul>
<li>To edit the entire patron record simply click the 'Edit' button at the top of the patron record.</li>
<li>To only change the patron's password, click the 'Change Password' button
<ul>
- <li>Patron passwords are encrypted and cannot be recovered by the library staff</li>
- <li>This form will automatically generate a random password, this password is not the patron's current password, just a new random password</li>
+ <li>Koha cannot display existing passwords. Leave the field blank to leave password unchanged.</li>
+ <li>This form can automatically generate a random password if you click the link labeled "Click to fill with a randomly generated suggestion. Passwords will be displayed as text."</li>
</ul>
</li>
<li>To edit a specific section of the patron record (for example the Library Use section) click the 'Edit' link below the section</li>
<li>A patron image can be added by browsing for the image on your machine from the 'Manage Patron Image' section
<ul>
- <li>This form will not appear if you have the patronimages system preference to allow patron images</li>
+ <li>This form will not appear if you have the patronimages system preference to not allow patron images</li>
<li>To add patron images in bulk, use the Upload Patron Images Tool</li>
</ul>
</li>
<li>Patrons can also be blocked from checking items out by setting Patron Flags
<ul>
<li>If you would like your circulation staff to confirm a patron's address before checking items out to the patron, you can see the 'Gone no Address' flag</li>
- <li>If you would like to prevent a patron from checking items out or performing circulation actions at the library you can set the 'Restricted' flag
+ <li>If you would like to bar a patron from the library you can set the 'Restricted' flag
<ul>
- <li>This flag can automatically be set with the Overdue/Notice Status Triggers</li>
+ <li>This flag can automatically be set with the Overdue/Notice StatusTriggers</li>
</ul>
</li>
+ <li>If you enter in a date and/or note related to the restriction you will see that in the restricted message as well</li>
<li>If the patron reports that they have lost their card you can set the 'Lost Card' flag to prevent someone else from using that card to check items out</li>
</ul>
+</li>
+ <li>Children patrons do not become adults automatically in Koha. To upgrade a child patron to and adult patron category click on the 'More' menu and choose 'Update Child to Adult Patron'
+<ul>
+ <li>You will then be presented with a pop up window asking which one of your adult patron categories this Child should be updated to</li>
+</ul>
</li>
</ul>
<li>You will be brought to your new patron</li>
</ul>
+<p><strong>See the full documentation for the Patron Details in the <a href="http://manual.koha-community.org/3.14/en/patroninformation.html">manual</a> (online).</strong></p>
+
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projects / koha.git / blobdiff