Removing a Borrower from Home Service

If a borrower no longer receives Home Service services, you can remove him or her from Home Service. When you remove the borrower, Horizon makes these changes:

Clears all the Home Service fields on the borrower record.
Removes the borrower from all of the Home Service lists, such as the route list and Visit due Report.
Decrements the stop numbers of subsequent borrowers on that route. (For example, if you remove a borrower with stop number 3, borrower 4 is assigned to stop number 3, borrower 5 is assigned to stop number 4, and so on.)

However, Horizon does not unassign the Home Service BTYPE assigned to the borrower. You will need to manually assign the borrower to another BTYPE.

This task only removes the borrower from Home Service. It does not delete the borrower record from your system.

If you want to temporarily remove a borrower from Home Service, do not complete this task. Instead, simply reassign the borrower record to a non-Home Service BTYPE (leaving the Home Service fields on the last page of the borrower record intact). (For more information, see Editing a Borrower Record.) When you are ready to assign the borrower record to Home Service again, reassign it to a Home Service BTYPE.

To remove a borrower from Home Service

1 Start the Update Home Service Borrower process.

The default location of this process is the Home Service folder on the navigation bar.

Horizon opens the List Home Service Borrowers window.

2 Highlight the Home Service borrower you want to delete.
3 Choose File, Delete Record.

Horizon prompts you to confirm the deletion.

4 Click OK.
5 Start the Open CKO Window process.

The default location of this process is the Circulation folder on the navigation bar.

Horizon opens the Checkout window.

6 Identify the borrower.

Horizon displays the borrower’s name in the Borrower display field.

7 Choose Borrower, Edit Borrower.

Horizon opens the Edit Borrowers window:

8 Enter or choose another BTYPE.
9 Save your changes.

 


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