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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt (-1 / +1 lines)
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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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<p><strong>See the full documentation for Patron Fines in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#patronfines">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/mancredit.tt (-1 / +1 lines)
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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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<p><strong>See the full documentation for Creating Manual Credits in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#manualcredit">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/maninvoice.tt (-2 / +1 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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<p><strong>See the full documentation for Creating Manual Invoices in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#manualinvoice">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/member-flags.tt (-14 / +25 lines)
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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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<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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<h2>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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<p>To set patron permissions, you must first have a patron of the 'Staff' type open</p>
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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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	<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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</ul>
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<h2>Patron Permissions Defined</h2>
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<h3>Patron Permissions Defined</h3>
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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>Access to all functions within the staff client</li>
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	<li>Access to all functions within the staff client
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<ul>
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	<li style="background-color: #ffe599;">Tip:  With this selected there is no need to choose any other permissions</li>
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</ul>
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</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>circulate
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	<li>circulate
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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>Provides the ability to modify login / permissions for staff users</li>
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	<li>Provides the ability to modify login / permissions for staff users</li>
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	<li style="color: #990000">Important: Requires the borrowers permission above</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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</ul>
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</ul>
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<h3>Granular Circulate Permissions</h3>
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<h4>Granular Circulate Permissions</h4>
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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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	<li>All circulation rights except override permissions</li>
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	<li>All circulation rights except the ability to override renewals</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>override_renewals
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	<li>override_renewals
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<ul>
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<ul>
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	<li>Override blocked renewals</li>
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	<li>Override blocked renewals</li>
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	<li>Requires that the staff member also has circulate_remaining_permissions</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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</ul>
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</ul>
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<h3>Granular Holds Permissions</h3>
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<h4>Granular Holds Permissions</h4>
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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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</li>
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</li>
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	<li>place_holds
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	<li>place_holds
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<ul>
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<ul>
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	<li>All staff members to place holds for patrons via the staff interface</li>
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	<li>Allows staff members to place holds for patrons via the staff interface</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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</ul>
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</ul>
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<h3>Granular Cataloging Permissions</h3>
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<h4>Granular Cataloging Permissions</h4>
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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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</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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<h4>Granular Acquisitions Permissions</h4>
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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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	<li>Ability to add and delete budgets (not modify()</li>
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	<li>Ability to add and delete budgets (not modify)</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>budget_manage
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	<li>budget_manage
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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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<h4>Granular Serials Permissions</h4>
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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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</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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<h4>Granular Tools Permissions</h4>
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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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	<li>Stage MARC records into the reservoir (Access to the Stage MARC Records Tool)</li>
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	<li>Stage MARC records into the reservoir (Access to the Stage MARC Records Tool)</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>upload_local_cover_images
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<ul>
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	<li>Upload local cover images (Access to the Upload Local Cover Image Tool)</li>
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</ul>
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</li>
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	<li>view_system_logs
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	<li>view_system_logs
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<ul>
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<ul>
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	<li>Browse the system logs (Access to the Log Viewer Tool)</li>
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	<li>Browse the system logs (Access to the Log Viewer Tool)</li>
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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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<h4>Granular Reports Permissions</h4>
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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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</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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<p><strong>See the full documentation for Patron Permissions in the <a href="http://manual.koha-community.org/3.8/en/patronpermissions.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/member-password.tt (-4 / +4 lines)
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<p>To only change the patron's password, click the 'Change Password' button</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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<ul>
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    <li>Patron passwords are encrypted and cannot be recovered by the library staff</li>
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    <li>Koha cannot display existing passwords. Leave the field blank to leave password unchanged.</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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    <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>
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</ul>
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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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<p><strong>See the full documentation for Editing Patrons in the <a href="http://manual.koha-community.org/3.8/en/editpatrons.html">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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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt (-3 / +31 lines)
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<h1>Patron Search</h1>
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<h1>Patron Search</h1>
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<p>Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron by entering any part of their name or barcode in the search box at the top.</p>
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<p>From here you can search for a patron by using the search boxes at the top of the page.</p>
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<p>If you want to search for more than just a part of a patron name or number, you can click the plus sign [+] to the right of the search box.</p>
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<p>Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron.</p>
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<p>Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.</p>
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<ul>
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	<li>Standard:
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<ul>
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	<li>Enter any part of their name, username, email address or barcode</li>
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</ul>
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</li>
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	<li>Email:
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<ul>
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	<li>Enter any part of their email address.</li>
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</ul>
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</li>
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	<li>Borrower number:
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<ul>
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	<li>Enter the Koha borrower number</li>
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</ul>
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</li>
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	<li>Phone number:
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<ul>
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	<li>Enter the phone number exactly as it is in the system or by using spaces between each batch of numbers.</li>
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	<li>Example: To find (212) 555-1212 you can search for it exactly as it was entered or by searching for 212 555 1212</li>
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</ul>
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</li>
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</ul>
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<p>If you want to filter your results to a specific branch or category, you can click the plus sign [+] to the right of the search box.</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>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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<p><strong>See the full documentation for Patron Search in the <a href="http://manual.koha-community.org/3.8/en/patronsearch.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/memberentry.tt (-8 / +17 lines)
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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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<h2>Add a new Patron</h2>
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<h2>Add a new Patron</h2>
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<p>Patrons are added by going to the 'Patrons' module.</p>
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<ul>
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<ul>
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	<li>Click 'New'</li>
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	<li>Click 'New'</li>
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	<li>Enter the identifying information regarding your patron
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	<li>First enter the identifying information regarding your patron
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<ul>
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<ul>
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	<li>Required fields are defined in the BorrowerMandatoryField system preference</li>
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	<li>Required fields are defined in the BorrowerMandatoryField system preference</li>
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	<li>Unwanted fields are defined in the BorrowerUnwantedField system preference</li>
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	<li>Salutation is populated by the BorrowersTitles system preference</li>
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	<li>Salutation is populated by the BorrowersTitles system preference</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>Next enter the contact information</li>
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	<li>Next enter the contact information
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<ul>
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	<li>For contact information, note that the primary phone and email addresses are the ones that appear on notices and slips printed during circulation (receipts, transfer slips and hold slips). The primary email is also the one that overdue notices and other messages go to.</li>
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</ul>
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</li>
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	<li>If this patron is a child, you will be asked to attach the child patron to an adult patron
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	<li>If this patron is a child, you will be asked to attach the child patron to an adult patron
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<ul>
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<ul>
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	<li>Click 'Set to Patron' to search your system for an existing patron</li>
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	<li>Click 'Set to Patron' to search your system for an existing patron</li>
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	<li>The library management section includes values that are used within the library
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	<li>The library management section includes values that are used within the library
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<ul>
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<ul>
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	<li>The card number field is automatically calculated if you have the autoMemberNum system preference set that way</li>
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	<li>The card number field is automatically calculated if you have the autoMemberNum system preference set that way</li>
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	<li><strong>Note:</strong> For a newly installed system this preference will start at 1 and increment by 1 each time after. To have it start with the starting number of your barcodes, enter the first barcode by hand in the patron record and save the patron. After that the field will increment that number by 1.</li>
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	<li>If you accidentally chose the wrong patron category at the beginning you can fix that here</li>
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	<li>If you accidentally chose the wrong patron category at the beginning you can fix that here</li>
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	<li>Sort 1 and 2 are used for statistical purposes within your library</li>
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	<li>Sort 1 and 2 are used for statistical purposes within your library</li>
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</ul>
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</ul>
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	<li>If your patron cards expire (based on your patron category settings) the Expiry date will automatically be calculated</li>
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	<li>If your patron cards expire (based on your patron category settings) the Expiry date will automatically be calculated</li>
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	<li>The OPAC Note is a note for the patron - it will appear in the OPAC on the patron's record</li>
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	<li>The OPAC Note is a note for the patron - it will appear in the OPAC on the patron's record</li>
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	<li>The Circulation Note is meant solely for your library staff and will appear when the circulation staff goes to check an item out to the patron</li>
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	<li>The Circulation Note is meant solely for your library staff and will appear when the circulation staff goes to check an item out to the patron</li>
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	<li>The OPAC Login and Password are used by the patron to log into their account in the OPAC. They are also used for staff accounts to provide them access to the staff client.</li>
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	<li>The Staff/OPAC asks for the username and password to be used by the patron (and/or staff member) to log into their account in the OPAC and for staff to log in to the staff client.</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>If you have set additional patron attributes up, these will appear next</li>
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	<li>If you have set additional patron attributes up, these will appear next</li>
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	<li>Finally, if you have EnhancedMessagingPreferences set to 'allow,' you can choose the messaging preferences for this patron.
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	<li>Finally, if you have EnhancedMessagingPreferences set to 'allow,' you can choose the messaging preferences for this patron.
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<ul>
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<ul>
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	<li>These preferences will override any you set via the patron categories</li>
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	<li style="color: #990000">Important: These preferences will override any you set via the patron categories</li>
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	<li>These preference can be altered by the patron via the OPAC</li>
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	<li style="color: #990000">Important: These preference can be altered by the patron via the OPAC</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>Once finished, click 'Save'</li>
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	<li>Once finished, click 'Save'</li>
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	<li>At this point if the system suspects this patron is a duplicate of another it will warn you.</li>
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</ul>
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</ul>
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<p>If the system suspects this patron is a duplicate of another it will warn you.</p>
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<h2>Add a Staff Patron</h2>
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<h2>Add a Staff Patron</h2>
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<p>All staff members must be entered into Koha as patrons of the 'Staff' type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff client, follow the steps in Patron Permissions</p>
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<p>All staff members must be entered into Koha as patrons of the 'Staff' type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff client, follow the steps in Patron Permissions</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 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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<p><strong>See the full documentation for Adding Patrons in the <a href="http://manual.koha-community.org/3.8/en/patrons.html#addnewpatron">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/members-home.tt (-3 / +31 lines)
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<p>The Patrons module 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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<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>
7
<p>From here you can search for a patron by using the search boxes at the top of the page.</p>
8
8
9
<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>
9
<p>Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron.</p>
10
11
<p>Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.</p>
12
13
<ul>
14
	<li>Standard:
15
<ul>
16
	<li>Enter any part of their name, username, email address or barcode</li>
17
</ul>
18
</li>
19
	<li>Email:
20
<ul>
21
	<li>Enter any part of their email address.</li>
22
</ul>
23
</li>
24
	<li>Borrower number:
25
<ul>
26
	<li>Enter the Koha borrower number</li>
27
</ul>
28
</li>
29
	<li>Phone number:
30
<ul>
31
	<li>Enter the phone number exactly as it is in the system or by using spaces between each batch of numbers.</li>
32
	<li>Example: To find (212) 555-1212 you can search for it exactly as it was entered or by searching for 212 555 1212</li>
33
</ul>
34
</li>
35
</ul>
36
37
<p>If you want to filter your results to a specific branch or category, you can click the plus sign [+] to the right of the search box.</p>
10
38
11
<p>You can also browse through the patron records by clicking on the linked letters across the top.</p>
39
<p>You can also browse through the patron records by clicking on the linked letters across the top.</p>
12
40
13
<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>
41
<p><strong>See the full documentation for the Patrons module in the <a href="http://manual.koha-community.org/3.8/en/patrons.html">manual</a> (online).</strong></p>
14
	
42
	
15
[% INCLUDE 'help-bottom.inc' %]
43
[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt (-6 / +13 lines)
Lines 47-78 Link Here
47
<h2>Editing Patrons</h2>
47
<h2>Editing Patrons</h2>
48
48
49
<p>Patrons in Koha can be edited using one of many edit buttons.</p>
49
<p>Patrons in Koha can be edited using one of many edit buttons.</p>
50
50
<ul>
51
<ul>
51
	<li>To edit the entire patron record simply click the 'Edit' button at the top of the patron record.</li>
52
	<li>To edit the entire patron record simply click the 'Edit' button at the top of the patron record.</li>
52
	<li>To only change the patron's password, click the 'Change Password' button
53
	<li>To only change the patron's password, click the 'Change Password' button
53
<ul>
54
<ul>
54
	<li>Patron passwords are encrypted and cannot be recovered by the library staff</li>
55
	<li>Koha cannot display existing passwords. Leave the field blank to leave password unchanged.</li>
55
	<li>This form will automatically generate a random password, this password is not the patron's current password, just a new random password</li>
56
	<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>
56
</ul>
57
</ul>
57
</li>
58
</li>
58
	<li>To edit a specific section of the patron record (for example the Library Use section) click the 'Edit' link below the section</li>
59
	<li>To edit a specific section of the patron record (for example the Library Use section) click the 'Edit' link below the section</li>
59
	<li>A patron image can be added by browsing for the image on your machine from the 'Manage Patron Image' section
60
	<li>A patron image can be added by browsing for the image on your machine from the 'Manage Patron Image' section
60
<ul>
61
<ul>
61
	<li>This form will not appear if you have the patronimages system preference to allow patron images</li>
62
	<li>This form will not appear if you have the patronimages system preference to not allow patron images</li>
62
	<li>To add patron images in bulk, use the Upload Patron Images Tool</li>
63
	<li>To add patron images in bulk, use the Upload Patron Images Tool</li>
63
</ul>
64
</ul>
64
</li>
65
</li>
65
	<li>Patrons can also be blocked from checking items out by setting Patron Flags
66
	<li>Patrons can also be blocked from checking items out by setting Patron Flags
66
<ul>
67
<ul>
67
	<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>
68
	<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>
68
	<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
69
	<li>If you would like to bar a patron from the library you can set the 'Restricted' flag
69
<ul>
70
<ul>
70
	<li>This flag can automatically be set with the Overdue/Notice Status Triggers</li>
71
	<li>This flag can automatically be set with the Overdue/Notice StatusTriggers</li>
71
</ul>
72
</ul>
72
</li>
73
</li>
74
	<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>
73
	<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>
75
	<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>
74
</ul>
76
</ul>
75
</li>
77
</li>
78
	<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'
79
<ul>
80
	<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>
81
</ul>
82
</li>
76
</ul>
83
</ul>
77
84
78
<h2>Duplicate a Patron</h2>
85
<h2>Duplicate a Patron</h2>
Lines 90-95 Link Here
90
	<li>You will be brought to your new patron</li>
97
	<li>You will be brought to your new patron</li>
91
</ul>
98
</ul>
92
99
93
<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>
100
<p><strong>See the full documentation for the Patron Details in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html">manual</a> (online).</strong></p>
94
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[% INCLUDE 'help-bottom.inc' %]
102
[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt (-1 / +1 lines)
Lines 6-11 Link Here
6
6
7
<p>Clicking on the message title will expand the view to show you the full text of the message that was sent.</p>
7
<p>Clicking on the message title will expand the view to show you the full text of the message that was sent.</p>
8
8
9
<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>
9
<p><strong>See the full documentation for Patron Notices in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#patnotices">manual</a> (online).</strong></p>
10
10
11
[% INCLUDE 'help-bottom.inc' %]
11
[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt (-23 / +32 lines)
Lines 2-53 Link Here
2
2
3
<h1>Pay and Writeoff Fines</h1>
3
<h1>Pay and Writeoff Fines</h1>
4
4
5
<p>Each line item can be paid in full, partially paid, or written off.</p>
5
<p>Each line item can be paid in full (or written off) using the 'Pay Fines' tab.</p>
6
6
7
<h4>Pay a fine in full</h4>
7
<ul>
8
	<li>Each line item can be paid in full, partially paid, or written off.</li>
9
	<li>Pay a fine in full
8
<ul>
10
<ul>
9
	<li>Click "Pay" next to the fine you want to pay in full</li>
11
	<li>Click "Pay" next to the fine you want to pay in full</li>
10
	<li>The full amount of the fine will be populated for you in the "Collect From Patron" box</li>
12
	<li>The full amount of the fine will be populated for you in the "Collect From Patron" box</li>
11
	<li>Click "Confirm" </li>
13
	<li>Click "Confirm"</li>
12
	<li>The fine will be removed from outstanding fines, and displayed as fully paid.</li>
14
	<li>The fine will be removed from outstanding fines, and displayed as fully paid.</li>
13
</ul>
15
</ul>
14
16
</li>
15
<h4>Pay a partial fine</h4>
17
	<li>Pay a partial fine
16
<ul>
18
<ul>
17
	<li>Click "Pay" next to the fine you want to partially pay</li>
19
	<li>Click "Pay" next to the fine you want to partially pay</li>
18
	<li>Enter the amount you are collecting from the patron in the "Collect From Patron" box</li>
20
	<li>Enter the amount you are collecting from the patron in the "Collect From Patron" box</li>
19
	<li>Click "Confirm" </li>
21
	<li>Click "Confirm"</li>
20
	<li>The fine will be updated to show the original Amount, and the current Amount Outstanding</li>
22
	<li>The fine will be updated to show the original Amount, and the current Amount Outstanding</li>
21
</ul>
23
</ul>
22
24
</li>
23
<h4>Writeoff a single fine</h4>
25
	<li>Pay an amount towards all fines
24
<ul>
25
	<li>Click "Writeoff" next to the fine you wish to writeoff.</li>
26
	<li>The fine will be removed from outstanding fines, and displayed as fully paid.</li>
27
</ul>
28
29
<h4>Pay an amount towards all fines</h4>
30
<ul>
26
<ul>
31
	<li>Click the "Pay Amount" button</li>
27
	<li>Click the "Pay Amount" button</li>
32
	<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>
28
	<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>
33
	<li>Click "Confirm"</li>
29
	<li>Click "Confirm"</li>
34
	<li>The fine totals will be updated with the payment applied to oldest fines first.</li>
30
	<li>The fine totals will be updated with the payment applied to oldest fines first.</li>
35
</ul>
31
</ul>
36
32
</li>
37
<h4>Writeoff All fines</h4>
33
	<li>Pay Selected fines
38
<ul>
39
        <li>Click the "Writeoff All" button</li>
40
        <li>All fines will be removed from outstanding fines, and displayed as written off.</li>
41
</ul> 
42
43
<h4>Pay Selected fines</h4>
44
<ul>
34
<ul>
45
	<li>Check the selection boxes next to the fines you wish to pay, click "Pay Selected"</li>
35
	<li>Check the selection boxes next to the fines you wish to pay, click "Pay Selected"</li>
46
	<li>Enter an amount to pay towards the fines.</li>
36
	<li>Enter an amount to pay towards the fines.</li>
47
	<li>Click "Confirm"</li>
37
	<li>Click "Confirm"</li>
48
	<li>The fine totals will be updated with the payment applied to the oldest selected fines first.</li>
38
	<li>The fine totals will be updated with the payment applied to the oldest selected fines first.</li>
49
</ul>
39
</ul>
40
</li>
41
	<li>Writeoff a single fine
42
<ul>
43
	<li>Click "Writeoff" next to the fine you wish to writeoff.</li>
44
	<li>The fine will be removed from outstanding fines, and displayed as written off.</li>
45
</ul>
46
</li>
47
	<li>Writeoff All fines
48
<ul>
49
	<li>Click the "Writeoff All" button</li>
50
	<li>All fines will be removed from outstanding fines, and displayed as written off.</li>
51
</ul>
52
</li>
53
	<li>If you accidentally mark and item as paid, you can reverse that line item by clicking 'Reverse' to the right of the line
54
<ul>
55
	<li>Once clicked a new line item will be added to the account, showing the payment as reversed</li>
56
</ul>
57
</li>
58
</ul>
50
59
51
<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>
60
<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#payfines">manual</a> (online).</strong></p>
52
61
53
[% INCLUDE 'help-bottom.inc' %]
62
[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt (-23 / +32 lines)
Lines 2-53 Link Here
2
2
3
<h1>Pay and Writeoff Fines</h1>
3
<h1>Pay and Writeoff Fines</h1>
4
4
5
<p>Each line item can be paid in full, partially paid, or written off.</p>
5
<p>Each line item can be paid in full (or written off) using the 'Pay Fines' tab.</p>
6
6
7
<h4>Pay a fine in full</h4>
7
<ul>
8
	<li>Each line item can be paid in full, partially paid, or written off.</li>
9
	<li>Pay a fine in full
8
<ul>
10
<ul>
9
	<li>Click "Pay" next to the fine you want to pay in full</li>
11
	<li>Click "Pay" next to the fine you want to pay in full</li>
10
	<li>The full amount of the fine will be populated for you in the "Collect From Patron" box</li>
12
	<li>The full amount of the fine will be populated for you in the "Collect From Patron" box</li>
11
	<li>Click "Confirm" </li>
13
	<li>Click "Confirm"</li>
12
	<li>The fine will be removed from outstanding fines, and displayed as fully paid.</li>
14
	<li>The fine will be removed from outstanding fines, and displayed as fully paid.</li>
13
</ul>
15
</ul>
14
16
</li>
15
<h4>Pay a partial fine</h4>
17
	<li>Pay a partial fine
16
<ul>
18
<ul>
17
	<li>Click "Pay" next to the fine you want to partially pay</li>
19
	<li>Click "Pay" next to the fine you want to partially pay</li>
18
	<li>Enter the amount you are collecting from the patron in the "Collect From Patron" box</li>
20
	<li>Enter the amount you are collecting from the patron in the "Collect From Patron" box</li>
19
	<li>Click "Confirm" </li>
21
	<li>Click "Confirm"</li>
20
	<li>The fine will be updated to show the original Amount, and the current Amount Outstanding</li>
22
	<li>The fine will be updated to show the original Amount, and the current Amount Outstanding</li>
21
</ul>
23
</ul>
22
24
</li>
23
<h4>Writeoff a single fine</h4>
25
	<li>Pay an amount towards all fines
24
<ul>
25
	<li>Click "Writeoff" next to the fine you wish to writeoff.</li>
26
	<li>The fine will be removed from outstanding fines, and displayed as fully paid.</li>
27
</ul>
28
29
<h4>Pay an amount towards all fines</h4>
30
<ul>
26
<ul>
31
	<li>Click the "Pay Amount" button</li>
27
	<li>Click the "Pay Amount" button</li>
32
	<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>
28
	<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>
33
	<li>Click "Confirm"</li>
29
	<li>Click "Confirm"</li>
34
	<li>The fine totals will be updated with the payment applied to oldest fines first.</li>
30
	<li>The fine totals will be updated with the payment applied to oldest fines first.</li>
35
</ul>
31
</ul>
36
32
</li>
37
<h4>Writeoff All fines</h4>
33
	<li>Pay Selected fines
38
<ul>
39
        <li>Click the "Writeoff All" button</li>
40
        <li>All fines will be removed from outstanding fines, and displayed as written off.</li>
41
</ul> 
42
43
<h4>Pay Selected fines</h4>
44
<ul>
34
<ul>
45
	<li>Check the selection boxes next to the fines you wish to pay, click "Pay Selected"</li>
35
	<li>Check the selection boxes next to the fines you wish to pay, click "Pay Selected"</li>
46
	<li>Enter an amount to pay towards the fines.</li>
36
	<li>Enter an amount to pay towards the fines.</li>
47
	<li>Click "Confirm"</li>
37
	<li>Click "Confirm"</li>
48
	<li>The fine totals will be updated with the payment applied to the oldest selected fines first.</li>
38
	<li>The fine totals will be updated with the payment applied to the oldest selected fines first.</li>
49
</ul>
39
</ul>
40
</li>
41
	<li>Writeoff a single fine
42
<ul>
43
	<li>Click "Writeoff" next to the fine you wish to writeoff.</li>
44
	<li>The fine will be removed from outstanding fines, and displayed as written off.</li>
45
</ul>
46
</li>
47
	<li>Writeoff All fines
48
<ul>
49
	<li>Click the "Writeoff All" button</li>
50
	<li>All fines will be removed from outstanding fines, and displayed as written off.</li>
51
</ul>
52
</li>
53
	<li>If you accidentally mark and item as paid, you can reverse that line item by clicking 'Reverse' to the right of the line
54
<ul>
55
	<li>Once clicked a new line item will be added to the account, showing the payment as reversed</li>
56
</ul>
57
</li>
58
</ul>
50
59
51
<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>
60
<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#payfines">manual</a> (online).</strong></p>
52
61
53
[% INCLUDE 'help-bottom.inc' %]
62
[% INCLUDE 'help-bottom.inc' %]
(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt (-3 / +4 lines)
Lines 4-11 Link Here
4
4
5
<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>
5
<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>
6
6
7
<p>You can export today's checked in barcodes by clicking on the link above the table. It simply generates a list of barcodes.</p>
7
<p>If you would like to export a list of barcodes for the items checked in today you can find that option under the More menu on the top right of the page.</p>
8
8
9
<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>
9
<p>This will generate a text file with one barcode per line.</p>
10
11
<p><strong>See the full documentation for Circulation History in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#circhistory">manual</a> (online).</strong></p>
10
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11
[% INCLUDE 'help-bottom.inc' %]
13
[% INCLUDE 'help-bottom.inc' %]
12
- 

Return to bug 7936