There are two types of Home Service borrowers:
If you assign a Home Service BTYPE that has the delivery type “institution borrowers,” the institution will not be included in the borrower log, since the log is intended to track the opinions of individuals. Further, the rating prompt will not appear when you check in items to the institution, since the ratings are stored in the borrower log. (For more information, see Ratings and Reviewing the Borrower Log.)
You also need to specify Home Service information in the borrower record, such as the borrower’s route, number of days between visits, and reading preferences.
When you specify a route on a borrower record, Horizon automatically assigns the borrower to the next sequential stop number on that route. If you are going to deliver items to borrowers, and if you want the initial stop numbers to reflect their geographical order on the route, you can save time by planning the stop number order you want, then assigning borrowers to Home Service in that order.
This section explains these topics:
• | Planning the Stop Number Order for Borrowers |
• | Assigning a New Borrower Record to Home Service |
• | Assigning an Existing Borrower Record to Home Service |
• | Editing a Borrower Record |
• | Removing a Borrower from Home Service |
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