Assigning an Existing Borrower Record to Home Service

If a borrower is already on your system, you can assign the existing borrower record to Home Service.

To assign an existing borrower record to Home Service

1 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.

2 Identify the borrower.

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

3 Choose Borrower, Edit Borrower.

Horizon opens the Edit Borrowers window:

4 Edit the fields as necessary. (For instructions, see the table in Assigning a New Borrower Record to Home Service.)
5 Click Page Down or resize the window to display the Home Service group:

6 Edit these fields as necessary. (For instructions, see the table in Assigning a New Borrower Record to Home Service.)
7 Save your changes.

 


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