HomeCirculationPatrons and User AccountsNotes / Alerts / Blocks

5.12. Notes / Alerts / Blocks

Staff generated messages can appear on Patron Accounts in three ways:

  • Note: This will create a non-blocking, non-alerting note visible to staff. Staff can view the message by clicking the Messages button on the patron record. (Notes created in this fashion will not display via OtherNotes, and cannot be shared with the patron.)
  • Alert: This will create a non-blocking alert which appears when the patron record is first retrieved. The alert will cause the patron name to display in red, rather than black, text. Alerts may be viewed by clicking the Messages button on the patron record or by selecting OtherDisplay Alerts and Messages.  An alert is designed to draw attention to the account, but it won't block any transactions.
  • Block: This will create a blocking alert which appears when the patron record is first retrieved, and which behaves much as the non-blocking alert described previously. The patron will be also blocked from circulation, holds and renewals until the block is cleared by staff.  Notice the description of block say the patron will be blocked for Circulation, Holds, and Renewals. That's what "CHR" refers to. Blocks should be used when you want your desk staff to really take notice of an account. As you saw, blocks need to be cleared for the transaction to continue.

Check out Evergreen documentation too.


Messages is a tab you will see after you open a patron account.  Here you can add or view various messages.  Local practices dictate how your location will use these messages.  :


Local practices dictate how your location will use these messages.  You will select Note / Alert / Block

Note

Alert

Block


(You might think that Penalty Type dropdown box was useful, but it's not.  Don't let it distract you.  It isn't used.

And while I'm making this documentation, I'm not sure that Block is doing an actual block either.)



Another place to look at messages is in the Message Center:





Development Thoughts on this feature:

There are four intended mechanisms used for adding a note to a patron's account:

Some messages appear in the Message Center interface in the OPAC, some do not.

*There is a current development project that could consolidate these.  Ask about ECDI. 

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