Log into your library system by clicking 'Manage Library' or 'Librarian Only' on the homepage after logging in.
Click 'Current Loans' on the left-hand side of the management page.
Next, ensure that the list only displays the groups of borrowers the reminders are to be generated for. For example, if group reminders are only to be sent to a single tutor group, ensure that only borrowers of that group display on the screen. You can achieve this using Quick Search, Advanced Search or Flagging.
Once the desired borrowers are selected on screen, click 'Reminders' from the right-hand menu.
The 'Reminder' window will display. First, select the type of reminders to generate from the 'Type' menu.
Select a reminder template to be used.
Under 'Records', choose from one of the two options by clicking in the radio buttons. Choosing 'Process Selected Record' means that a reminder for the tutor group of the borrower that was highlighted in the grid is generated. If Process 'All Records' is selected, this means that all groups present in the grid are to have reminders generated.
Under 'Options', tick or untick the box labelled 'Create reminders for overdue items only'. If this box is ticked then the group reminder will only include borrowers that have books on loan which are overdue. Note that some options such as 'Reprint last reminder when limit reached' and are not displayed. This is because that option is only applicable to individual reminders.
Under 'Output Options', choose whether to output the reminders using their default method or force a specific one by unticking this box and ticking all applicable boxes. For example, to print a reminder that is normally set to email by default, untick 'Use the reminders default output' and tick 'Print'. All reminders will then print on this run of reminders.
Please note that when manually running reminders, all options selected override what you have set as default.
Once all parameters have been chosen click 'Generate' to start creating the reminders. A progress bar will display before the reminders are output.
If the 'Email' output option was chosen or is the default then a message advising the 'Reminders have been sent to their targets' will display. This is because as they are being emailed there is no PDF to generate.