Placing a Note Block

If a borrower has a situation that does not fit with the system-defined blocks, you can manually place a note block on his or her record. Note blocks may be comments or messages to borrowers such as Address Correction Requested or Never Send Notices. Note blocks usually do not involve lost privileges, so you can usually delete the block once the borrower has read the message or comment.

To place a note block

1 In the Checkout window, identify the borrower.
2 Choose Blocks, Add Note.
3 If Horizon displays the Edit Current Blocks window, go to step 6.
4 If Horizon displays the Code Look-up Block Types window, double-click on the note block type you want to add.

Horizon displays the Edit Current Blocks window.

5 Mark the appropriate Action button.

This determines what type of action Circulation takes with the block. There are three action types:

None. Horizon takes no action on the block.
Print. Day End prints a notice or creates an e-mail message about the block to send to the borrower.
Review. Horizon adds the block to the Notice Review list. This lets the circulation staff review the matter to see if any other action is needed.

For more information, see Editing the Action Setting for Notices in the Notices for Review List.

6 If you want to, enter a comment about the note block in the Comment field.
7 Click OK.

Horizon closes the Edit Current Blocks window and displays the Current Blocks window for the borrower. The newly-added note block is on the list.

 


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