Importing Staff Borrower Types in Horizon Information Portal

In order for staff members to be able to view staff-only pickup areas when they request an item, you need to import your staff borrower types in Horizon Information Portal.

You need to import staff borrower types even if you have performed this task previously. Otherwise, closed stack requests will not work properly in Information Portal.

Before you begin, if you have not already done so, set up your staff borrower types in Horizon. (For information on setting up BTYPEs, see “Borrower Statistical Classes (BTYPEs)” in the “General Setup” chapter of the System Administration Guide.)

To import staff borrower types in Horizon Information Portal

1 Open your Information Portal Administration tool web site.

(For instructions, see “Accessing Your Information Portal Administration Tool Web Site” in the “Getting Started” chapter of the Information Portal System Administrator’s Guide.)

2 Click the Setup tab.
3 Click the Other sub-tab.
4 Click the Staff Borrower Types option.

The Administration tool displays the Staff Borrower Types page:

This page shows all of the staff borrower types that you can use in Information Portal.

5 Click Import Borrower Type.

The Administration tool displays the list of the staff borrower types that are available to be imported from Horizon:

6 Mark the staff borrower types that you want to import into Information Portal.
7 Click OK.

The Administration tool returns to the staff borrower types page. The borrower types that you imported display on the bottom of the list.

 


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