Circulation - Removing Inactive Patron IDs

Circulation - Removing Inactive Patron IDs

About

This article covers setting up and using the Card # Manager wizard in WorkFlows to remove inactive patron ids.

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

3. At the top of the window where it says Display property page, select Never.
Display property page setting
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.
Save changes pop-up

Card # Manager- Modify User Wizard

To turn on the Card # Manager helper functionality in the Modify User wizard:
  1. Right-click on Modify User.
  2. Select Properties...
  3. Click the Helpers tab.
  4. Check the Card # Manager box.
  5. Click OK.


Using the Card # Manager Wizard

Use the Card # Manager to remove previous patron ids.
1. Click the Modify User wizard.
2. Pull up the patron's account.
3. Click the Card # Manager helper (person with barcodes icon).


4. Select the Inactive ID(s) that you would like to remove and use the right arrow to move into the Discard IDs field. 


5. Click OK.
The inactive barcode(s) should now no longer be listed on the extended information tab.  
Remember to save your properties when you exit Workflows for the day.


    • Related Articles

    • Circulation - Checking Out

      About This article and video tutorial (below) cover setting up and using the CheckOut wizard in WorkFlows. Properties Basics Properties are workstation specific. To adjust properties: 1. Close the wizard that you want to adjust if it's already open. ...
    • Circulation - Checking In

      About This article and video tutorial (below) cover setting up and using the Checkin wizard in WorkFlows. In the F1 WorkFlows Help, SirsiDynix refers to this wizard as Discharge/Checkin. The MSC has chosen to use Checkin as the default name for this ...
    • Circulation - Viewing Note Pop-Ups in CheckOut and Display User

      About This article covers configuring properties so that staff see Extended Info Note pop-ups when checking out to a user and/or viewing their account. Properties Basics Properties are workstation specific. To adjust properties: 1. Close the wizard ...
    • Circulation - Book Drop Check-In

      About This article and video tutorial (below) cover using the Checkin Bookdrop wizard in WorkFlows. This wizard is most helpful for libraries that fine. Properties The Checkin Bookdrop wizard has many of the same properties settings as the CheckOut ...
    • Circulation - Renewing Patron Privilege

      About This article covers setting up and using the Renew Privilege wizard in WorkFlows. Staff should use this wizard when issuing a card to someone who registered online; when a user's account privilege is about to expire; and when a user's account ...