Purpose
To outline the process of manually creating a borrower record.
Covers: Creating an individual record.
This section does not cover: Creating tutor groups and moving borrowers up a year.
When to Do This
After removing leavers and creating any new groups, before assigning borrower login credentials.
Instructions
Once all of the tutor groups have been added to the system, the borrowers can be added. This process can be repeated until all borrowers are added to the system and is useful when you need to add a small number of borrowers. However, to add a large number of borrowers, it is often more efficient to use an automated method or a CSV file.
Before adding any borrowers to the system, the tutor group the borrower is going to be a member of must already be present on the system.
Click 'Borrowers' on the left-hand menu then 'New' on the right-hand menu.
The 'New Borrower' screen will appear.
Scan or type the barcode that is to be assigned to the borrower or press 'Auto' to allow the system to automatically assign a borrower barcode.
The automatic borrower barcode options define the rules of how the system generates this automatic number.
If you have selected 'Auto' or scanned a barcode, the 'Borrower' record card will open, if you have typed a barcode, click click 'Continue' to load the borrower record card.
Fill in the fields as necessary, only 'Surname' and 'Group name' are mandatory, the rest are optional.
There is quite a lot of data that can be entered onto a borrower record, some of which is not shown on the first tab. Other information can be entered onto the 'Advanced' and 'Notes' tabs, address and guardian data for the borrower can also be added onto the 'Address', 'Guardian 1' and 'Guardian 2' tabs.
Once all the necessary fields have been entered, click 'Save' to save and exit.
How some of our other customers have phrased this
- I need to add a student.
- How can I create new pupil record?
- What is manual borrower creation?