A family group can be accessed from any of the borrower records that are linked to that group.
To open a family group
1 | Do one of the following: |
• | From the Launcher navigation bar, choose Circulation, Family Group. |
Note: You may need to configure the Launcher navigation bar to display the Family Group option.
• | From the Checkout window, identify the borrower, then choose Family Group. |
• | From the Borrower window, choose Edit Borrower, then choose Family Group. |
Note: If the borrower does not yet belong to a group, you are presented with the option to search for or create a family group. A borrower cannot belong to more than one group.
This is an example of the Family Group window:
Field |
Action |
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Uniquely identifies the family group. |
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Group Name |
Helps identify the group. This is not required and does not need to be unique. |
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Group Notes |
Lets you add notes about the family group. |
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Group Information |
Lists the account totals for all of the members of the group. |
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Borrower List |
Lists the names and information of each member of the group.
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Add Member |
Opens the borrower search window so you can locate and add an existing library user to the family group. |
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Edit Permissions |
Opens the Edit Borrower Permissions for the currently selected borrower. |
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User for Checkout |
Opens the Checkout window for the currently selected borrower. |
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Remove |
Deletes the currently selected user(s) from the family group. |
2 | If you edit Group Name or Group Notes, choose Save to retain the changes. |
3 | When you have finished, choose Close to leave the Family Group window. |
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