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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt (-2 / +4 lines)
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<p>Most fees and fines will be charged automatically if the fines cron job is running:</p>
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<p>Most fees and fines will be charged automatically if the fines cron job is running:</p>
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<ul>
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<ul>
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	<li>Fines will be charged based on your Circulation &amp; Fines Rules</li>
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	<li>Fines will be charged based on your Circulation & Fines Rules</li>
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	<li>Hold fees will be charged based on the rules you set in the Patron Types &amp; Categories administration area</li>
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	<li>Hold fees will be charged based on the rules you set in the Patron Types & Categories administration area</li>
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	<li>Rental fees will be charged based on the settings in your Item Types administration area</li>
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	<li>Rental fees will be charged based on the settings in your Item Types administration area</li>
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	<li>Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item</li>
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	<li>Marking an item 'Lost' via the cataloging module will automatically charge the patron the replacement cost for that item</li>
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</ul>
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</ul>
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<p>To the right of each account line there is a print link. Clicking that link will print an invoice for the line item that includes the date and description of the line item along with the total outstanding on the account.</p>
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<p>To the right of each account line there is a print link. Clicking that link will print an invoice for the line item that includes the date and description of the line item along with the total outstanding on the account.</p>
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<p><strong>See the full documentation for Patron Fines in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#patronfines">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt (+3 lines)
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<h1>Create Manual Credit</h1>
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<h1>Create Manual Credit</h1>
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<p>Manual credits can be used to pay off parts of fines, or to forgive a fine amount.</p>
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<p>Manual credits can be used to pay off parts of fines, or to forgive a fine amount.</p>
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<ul>
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<ul>
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	<li>First choose the type of credit you'd like to apply</li>
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	<li>First choose the type of credit you'd like to apply</li>
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	<li>If this credit is associated with an item you can enter that item's barcode so that the line item links to the right item</li>
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	<li>If this credit is associated with an item you can enter that item's barcode so that the line item links to the right item</li>
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	<li>In the amount field, do not enter currency symbols, only numbers and decimals</li>
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	<li>In the amount field, do not enter currency symbols, only numbers and decimals</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for Creating Manual Credits in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#manualcredit">manual</a> (online).</strong></p>
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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt (+3 lines)
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<h1>Create Manual Invoice</h1>
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<h1>Create Manual Invoice</h1>
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<p>For fees that are not automatically charged, librarians can create a manual invoice</p>
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<p>For fees that are not automatically charged, librarians can create a manual invoice</p>
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<ul>
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<ul>
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	<li>First choose the type of invoice you would like to create
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	<li>First choose the type of invoice you would like to create
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<ul>
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<ul>
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	<li>In the amount field, do not enter currency symbols, only numbers and decimals</li>
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	<li>In the amount field, do not enter currency symbols, only numbers and decimals</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for Creating Manual Invoices in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#manualinvoice">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt (-22 / +45 lines)
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[% INCLUDE 'help-top.inc' %]   
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<h1>Setting Patron Permissions</h1>
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<h1>Patron Permissions</h1>
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<p>Patron permissions are used to define the rights of staff members when in the intranet/staff client.</p>
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<p>Patron Permissions are used to allow staff members access to the staff client.</p>
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	<ul>
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		<li>To alter patron permissions, click on Patrons on the main menu at the top of the screen.</li>
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		<li>Search or browse for the patron you'd like to edit</li>
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		<li>Click on the patron's name from the results</li>
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		<li>Click the 'More' button on the top right of the patron profile and choose 'Set Permissions'</li>
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		<li>Choose the permissions you'd like this patron to have</li>
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		<li>You can pick as many permissions as you'd like for each staff member
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		<ul>
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			<li><span style="background-color: #ffe599">TIP: If a staff member is set to 'superlibrarian' they have access to all functions and do not need any other permissions checked</span></li>
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		</ul></li>
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	</ul>
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<h3>Patron Permissions Defined</h3>
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<p style="color: #990000">Important: In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.</p>
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<h2>6.1. Setting Patron Permissions</h2>
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<p>To set patron permissions, you must first have a patron of the 'Staff' type open</p>
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<ul>
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	<li>On the patron record click More and choose Set Permissions to alter patron permissions</li>
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	<li>You will be presented with a list of preferences, some of which can be expanded by clicking the plus sign to the left of the section title.</li>
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</ul>
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<h2>Patron Permissions Defined</h2>
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<p>Depending on the permission certain menu items will be removed from the menus in Koha, preventing users from accessing them.</p>
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<ul>
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<ul>
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	<li>superlibrarian
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	<li>superlibrarian
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<ul>
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<ul>
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	<li>circulate
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	<li>circulate
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<ul>
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<ul>
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	<li>Ability to check (issue) books out and in and access the 'Circulation' page in the staff client</li>
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	<li>Ability to check (issue) books out and in and access the 'Circulation' page in the staff client</li>
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	<li>This section can be expanded (Learn more below)</li>
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	<li>This section can be expanded</li>
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</ul>
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</ul>
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</li>
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</li>
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	<li>catalogue
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	<li>catalogue
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	<li>reserveforothers
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	<li>reserveforothers
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<ul>
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<ul>
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	<li>Ability to place holds on books for patrons via the staff interface</li>
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	<li>Ability to place holds on books for patrons via the staff interface</li>
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	<li>This section can be expanded (Learn more below)</li>
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	<li>This section can be expanded</li>
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</ul>
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</ul>
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</li>
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</li>
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	<li>borrow
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	<li>borrow
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	<li>editcatalogue
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	<li>editcatalogue
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<ul>
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<ul>
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	<li>Ability to catalog items (add and edit bibliographic and holdings data)</li>
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	<li>Ability to catalog items (add and edit bibliographic and holdings data)</li>
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	<li>This section can be expanded (Learn more below)</li>
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	<li>This section can be expanded</li>
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</ul>
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</ul>
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</li>
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</li>
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	<li>updatecharges
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	<li>updatecharges
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	<li>acquisition
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	<li>acquisition
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<ul>
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<ul>
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	<li>Provides access to the acquisitions and patron purchase suggestion modules</li>
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	<li>Provides access to the acquisitions and patron purchase suggestion modules</li>
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	<li>This section can be expanded (Learn more below)</li>
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	<li>This section can be expanded</li>
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</ul>
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</ul>
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</li>
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</li>
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	<li>management
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	<li>management
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	<li>tools
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	<li>tools
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<ul>
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<ul>
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	<li>Access to all items in the Tools section of the staff client</li>
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	<li>Access to all items in the Tools section of the staff client</li>
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	<li>This section can be expanded (Learn more below)</li>
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	<li>This section can be expanded</li>
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</ul>
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</ul>
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</li>
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</li>
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	<li>editauthorities
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	<li>editauthorities
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	<li>serials
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	<li>serials
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<ul>
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<ul>
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	<li>Allows access to the serials module</li>
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	<li>Allows access to the serials module</li>
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	<li>This section can be expanded (Learn more below)</li>
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	<li>This section can be expanded</li>
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</ul>
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</ul>
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</li>
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</li>
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	<li>reports
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	<li>reports
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<ul>
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<ul>
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	<li>Allow access to the Reports module (ability to create, edit and run all reports)</li>
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	<li>Allow access to the Reports module (ability to create, edit and run all reports)</li>
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	<li>Reports found on the Circulation page are not controlled by this permission</li>
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	<li>Reports found on the Circulation page are not controlled by this permission</li>
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	<li>This section can be expanded (Learn more below)</li>
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	<li>This section can be expanded</li>
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</ul>
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</ul>
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</li>
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</li>
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	<li>staffaccess
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	<li>staffaccess
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</ul>
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</ul>
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</li>
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</li>
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</ul>
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</ul>
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<h3>Granular Circulate Permissions</h3>
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<h3>Granular Circulate Permissions</h3>
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<p>If the staff member has 'circulate' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options:</p>
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<p>If the staff member has 'circulate' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options:</p>
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<ul>
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<ul>
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	<li>circulate_remaining_permissions
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	<li>circulate_remaining_permissions
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<ul>
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<ul>
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</ul>
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</ul>
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</li>
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</li>
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</ul>
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</ul>
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<h3>Granular Holds Permissions</h3>
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<h3>Granular Holds Permissions</h3>
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<p>If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control holds permissions on a more granular level choose from these options:</p>
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<p>If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control holds permissions on a more granular level choose from these options:</p>
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<ul>
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<ul>
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	<li>modify_holds_priority
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	<li>modify_holds_priority
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<ul>
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<ul>
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</ul>
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</ul>
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</li>
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</li>
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</ul>
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</ul>
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<h3>Granular Cataloging Permissions</h3>
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<h3>Granular Cataloging Permissions</h3>
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<p>If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options:</p>
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<p>If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options:</p>
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<ul>
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<ul>
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	<li>edit_catalogue
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	<li>edit_catalogue
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<ul>
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<ul>
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</ul>
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</ul>
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</li>
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</li>
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</ul>
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</ul>
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<h3>Granular Acquisitions Permissions</h3>
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<h3>Granular Acquisitions Permissions</h3>
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<p>If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control acquisitions permissions on a more granular level choose from these options:</p>
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<p>If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control acquisitions permissions on a more granular level choose from these options:</p>
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<ul>
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<ul>
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	<li>budget_add_del
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	<li>budget_add_del
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<ul>
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<ul>
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</ul>
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</ul>
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</li>
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</li>
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</ul>
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</ul>
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<h3>Granular Serials Permissions</h3>
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<h3>Granular Serials Permissions</h3>
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<p>If the staff member has 'serials' permissions they have the ability to perform all of these actions. If you would like to control serials permissions on a more granular level choose from these options:</p>
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<p>If the staff member has 'serials' permissions they have the ability to perform all of these actions. If you would like to control serials permissions on a more granular level choose from these options:</p>
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<ul>
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<ul>
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	<li>check_expiration
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	<li>check_expiration
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<ul>
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<ul>
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</ul>
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</ul>
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</li>
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</li>
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</ul>
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</ul>
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<h3>Granular Tools Permissions</h3>
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<h3>Granular Tools Permissions</h3>
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<p>If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options:</p>
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<p>If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options:</p>
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<ul>
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<ul>
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	<li>batch_upload_patron_images
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	<li>batch_upload_patron_images
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<ul>
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<ul>
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</ul>
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</ul>
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</li>
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</li>
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</ul>
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</ul>
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<h3>Granular Reports Permissions</h3>
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<h3>Granular Reports Permissions</h3>
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<p>If the staff member has 'reports' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:</p>
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<p>If the staff member has 'reports' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:</p>
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<ul>
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<ul>
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	<li>create_reports
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	<li>create_reports
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<ul>
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<ul>
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</ul>
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</ul>
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</li>
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</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for Patron Permissions in the <a href="http://manual.koha-community.org/3.6/en/patronpermissions.html">manual</a> (online).</strong></p>
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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt (-1 / +8 lines)
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<h1>Change Patron Password</h1>
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<h1>Change Patron Password</h1>
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<p>Koha cannot display existing passwords, so this form can only be used to change a patron's username and/or password, but not to recover an existing password.</p>
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<p>To only change the patron's password, click the 'Change Password' button</p>
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<ul>
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    <li>Patron passwords are encrypted and cannot be recovered by the library staff</li>
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    <li>This form will automatically generate a random password, this password is not the patron's current password, just a new random password</li>
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</ul>
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<p>The default minimum password length is 3 characters long.  To change this value, update your system preferences.</p>
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<p>The default minimum password length is 3 characters long.  To change this value, update your system preferences.</p>
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	<li><em>Get there:</em> More &gt; Administration &gt; Global System Preferences &gt; Patrons &gt; minPasswordLength</li>
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	<li><em>Get there:</em> More &gt; Administration &gt; Global System Preferences &gt; Patrons &gt; minPasswordLength</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for Editing Patrons in the <a href="http://manual.koha-community.org/3.6/en/editpatrons.html">manual</a> (online).</strong></p>
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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt (+2 lines)
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<p>You can also browse through the patron records by clicking on the linked letters across the top.</p>
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<p>You can also browse through the patron records by clicking on the linked letters across the top.</p>
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<p><strong>See the full documentation for Patron Search in the <a href="http://manual.koha-community.org/3.6/en/patronsearch.html">manual</a> (online).</strong></p>
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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt (+2 lines)
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<p style="color: #990000">Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client.</p>
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<p style="color: #990000">Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client.</p>
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<p><strong>See the full documentation for Adding Patrons in the <a href="http://manual.koha-community.org/3.6/en/patrons.html#addnewpatron">manual</a> (online).</strong></p>
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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt (-11 / +10 lines)
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<h1>Patrons help</h1>
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<h1>Patrons</h1>
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<p>The Patrons portion stores the information you add about your patrons.</p>
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<p>The Patrons module stores the information you add about your patrons.</p>
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	<ul>
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		<li>To add a patron, type their name into the search box and click the 'Search' button.</li>
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<p>From here you can search for a patron by entering any part of their name, username, email address or barcode in the search box at the top.</p>
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		<li>If there is already a patron matching the name you searched, it will show on the results list.<br/>
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		<ul>
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<p>If you want to search for more than just a part of a patron name, username, email address or barcode, you can click the plus sign [+] to the right of the search box.</p>
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			<li>This can be particularly useful when people have lost their cards or when children forget their cards. That way, you can avoid having multiple numbers for the same patron.</li>
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		</ul></li>
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<p>You can also browse through the patron records by clicking on the linked letters across the top.</p>
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		<li>Alternatively, you can browse a section of patron by selecting the first letter of the Patron's last name from the list on the right.</li>
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		<li>If the patron does not already have an account, click the 'New' button and choose the patron type you'd like to add</li>
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<p><strong>See the full documentation for the Patrons module in the <a href="http://manual.koha-community.org/3.6/en/patrons.html">manual</a> (online).</strong></p>
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	</ul>
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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/messaging.tt (-9 lines)
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<h1>Patron Messaging</h1>
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<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>
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<p>Once a message is sent it will say so in the status column.</p>
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[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt (-6 / +10 lines)
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<h2>Details</h2>
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<h2>Details</h2>
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<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.
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<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>
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In the case of patrons who are marked as 'Child' or 'Professional' and their Guarantors additional information will appear on their record.</p>
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<ul>
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<ul>
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<li>A child patron will list their Guarantor</li>
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<li>A child patron will list their Guarantor</li>
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<li>On the Guarantor's record, all children and/or professionals will be listed</li>
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<li>On the Guarantor's record, all children and/or professionals will be listed</li>
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</ul>

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</ul>

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<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>
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<p>If they have family at the library staff can see what the other family members have checked out.</p>
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<h2>Fines</h2>
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<h2>Fines</h2>
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<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>
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<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>
Lines 34-46 In the case of patrons who are marked as 'Child' or 'Professional' and their Gua Link Here
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<li>The Object field lists the patron that is being modified</li>
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<li>The Object field lists the patron that is being modified</li>
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</ul>
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</ul>
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<h2>Messaging</h2>
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<h2>Notices</h2>
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<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>
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<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>
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<h2>Notices</h2>
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<p>Clicking on the message title will expand the view to show you the full text of the message that was sent.</p>
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<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>
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<h2>Editing Patrons</h2>
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<h2>Editing Patrons</h2>
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Lines 88-91 In the case of patrons who are marked as 'Child' or 'Professional' and their Gua Link Here
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	<li>You will be brought to your new patron</li>
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	<li>You will be brought to your new patron</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for the Patron Details in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt (-1 / +5 lines)
Lines 2-7 Link Here
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<h1>Patron Notices</h1>
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<h1>Patron Notices</h1>
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<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>
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<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>
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<p>Clicking on the message title will expand the view to show you the full text of the message that was sent.</p>
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<p><strong>See the full documentation for Patron Notices in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#patnotices">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt (+2 lines)
Lines 48-51 Link Here
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	<li>The fine totals will be updated with the payment applied to the oldest selected fines first.</li>
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	<li>The fine totals will be updated with the payment applied to the oldest selected fines first.</li>
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</ul>
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</ul>
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<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#payfines">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt (+53 lines)
Line 0 Link Here
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[% INCLUDE 'help-top.inc' %]
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<h1>Pay and Writeoff Fines</h1>
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<p>Each line item can be paid in full, partially paid, or written off.</p>
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<h4>Pay a fine in full</h4>
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<ul>
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	<li>Click "Pay" next to the fine you want to pay in full</li>
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	<li>The full amount of the fine will be populated for you in the "Collect From Patron" box</li>
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	<li>Click "Confirm" </li>
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	<li>The fine will be removed from outstanding fines, and displayed as fully paid.</li>
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</ul>
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<h4>Pay a partial fine</h4>
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<ul>
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	<li>Click "Pay" next to the fine you want to partially pay</li>
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	<li>Enter the amount you are collecting from the patron in the "Collect From Patron" box</li>
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	<li>Click "Confirm" </li>
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	<li>The fine will be updated to show the original Amount, and the current Amount Outstanding</li>
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</ul>
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<h4>Writeoff a single fine</h4>
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<ul>
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	<li>Click "Writeoff" next to the fine you wish to writeoff.</li>
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	<li>The fine will be removed from outstanding fines, and displayed as fully paid.</li>
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</ul>
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<h4>Pay an amount towards all fines</h4>
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<ul>
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	<li>Click the "Pay Amount" button</li>
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	<li>Enter the amount you are collecting from the patron in "Collect from Patron." The sum of all fines is shown in "Total Amount Outstanding"</li>
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	<li>Click "Confirm"</li>
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	<li>The fine totals will be updated with the payment applied to oldest fines first.</li>
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</ul>
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<h4>Writeoff All fines</h4>
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<ul>
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        <li>Click the "Writeoff All" button</li>
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        <li>All fines will be removed from outstanding fines, and displayed as written off.</li>
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</ul> 
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<h4>Pay Selected fines</h4>
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<ul>
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	<li>Check the selection boxes next to the fines you wish to pay, click "Pay Selected"</li>
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	<li>Enter an amount to pay towards the fines.</li>
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	<li>Click "Confirm"</li>
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	<li>The fine totals will be updated with the payment applied to the oldest selected fines first.</li>
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</ul>
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<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#payfines">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt (-2 / +3 lines)
Lines 1-7 Link Here
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[% INCLUDE 'help-top.inc' %]
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[% INCLUDE 'help-top.inc' %]
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<h1>Patron Cirulation History Help</h1>
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<h1>Patron Cirulation History</h1>
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<p>The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.</p>
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<p>The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.</p>
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<p><strong>See the full documentation for Circulation History in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#circhistory">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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[% INCLUDE 'help-bottom.inc' %]
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