Circulation - Adjusting Due Dates

Circulation - Adjusting Due Dates

About

This article and video tutorial cover adjusting due dates using the Special Due Date helper and the Modify Due Dates wizard. Both the helper and wizard are useful when handling items like ILLs or situations like unplanned closed days. The  Special Due Date helper allows you to designate a due date  before checking out, while the Modify Due Dates wizard allows you to adjust dates after checking out. Don't use either functionality for regular renewals since doing so won't count as a renewal in the system.
To learn about renewing a patron's checkouts regularly, see Circulation - Renewing Checkouts.

Properties

Basics

Properties are workstation specific. To adjust properties:
1. Close the wizard that you want to adjust if it's already open.
2. Right-click on the wizard name and select Properties...
Right-click menu with Properties highlighted

3. At the top of the window where it says Display property page, select Never.
Display property page with Never option toggled on
If you select Wizard Startup, the properties window will open every time you open the wizard, and any changes you make to the properties will only last for the duration of the session.
4. If you have questions about settings, consult the Knowledge Base or press F1 (WorkFlows Help).
5. When you're finished making changes, click OK.
6. When you close WorkFlows, select Yes when prompted to save changes.
Properties have changed pop-up

Special Due Date Helper - CheckOut Wizard

To turn on the Special Due Date helper functionality in the CheckOut wizard:
1. Right-click on CheckOut.
2. Select Properties...
3. Select the Helpers tab.
4. Make sure to check the Special Due Date box.
CheckOut properties Helpers tab

5. Click OK.

Behavior Tab - Modify Due Dates Wizard

The Behavior tab can be left alone.

Helpers Tab - Modify Due Dates Wizard

Checking a helper box will add that helper icon at the top of the Modify Due Dates wizard. Uncheck helpers you don't use to reduce clutter and confusion.

Make sure to click the button next to a selected helper to configure the helper's properties.

Modify Due Dates properties Helpers tab

Choosing a Special Due Date at Checkout

Use the Special Due Date helper to designate a date  before checking out.
1. Open the CheckOut wizard.
2. Click the Special Due Date helper (calendar icon).
Special Due Date helper and calendar gadget
3. Click the special due date gadget to select a date.
4. Make sure Specific date is selected.
Calendar gadget options
5. Select your date on the calendar.
6. Keep the time at 11:59PM.
7. Click OK.
8. Choose if you want to use the special due date:
  1. From now on: applies the due date to all your checkout transactions (all users, all items) until the wizard is closed.
  2. For this user only: applies the due date to all items checked out to the current user, no one else.
  3. For this checkout only: only applies the due date to the individual item currently being checked out.
Special Due Date options
9. Click OK.
10. The wizard will display the message Special date due will be used: [DATE], 23:59.
Special date due message
11. Pull up the user account.
12. Scan your item(s).

Modifying a Due Date After Checkout

Use the  Modify Due Dates wizard to modify dates after checking out.
1. Click the Modify Due Dates wizard (Circulation module > Special toolbar > Modify Due Dates).
2. Pull up the user account.
3a. If you want all the items to have the same, new due date:
  1. Choose Select All.
  2. Choose Apply Same Due Date.
  3. Click the gadget to choose the specific date you want.
Applying new due date to all items
  1. Leave the time at 11:59PM.
  2. Click OK to close the calendar gadget. The new due dates will display.
  3. Click Modify User Due Dates at the bottom of the screen.
  4. You'll see Record updated appear on the far right, which lets you know the change has been applied. 
3b. If you want only some of the items to have the same, new due date:
  1. Uncheck Select All if it's checked.
  2. Check the boxes of the items with due dates you want to adjust.
  3. Choose Apply Same Due Date.
  4. Click the gadget to choose the specific date you want.
Applying new due date to only some items
  1. Leave the time at 11:59PM.
  2. Click OK to close the calendar gadget. The new due dates will display.
  3. Click Modify User Due Dates at the bottom of the screen.
  4. You'll see Record updated appear on the far right, which lets you know the change has been applied.
3c. If you want different items to have different, new due dates:
  1. Uncheck Select All if it's checked.
  2. Uncheck Apply Same Due Date if it's checked.
  3. Check the box of the item with the due date you want to adjust
  4. Click the gadget to choose the specific date you want.
Applying new due date to a single item
  1. Leave the time at 11:59PM.
  2. Click OK to close the calendar gadget. The new due date will display.
  3. Click Modify User Due Dates at the bottom of the screen.
  4. You'll see Record updated appear on the far right, which lets you know the change has been applied.

Video Tutorial



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