Purpose
To detail the usage of the borrower record card, the tabs available and the information they can contain.
Covers: Borrower record cards.
This section does not cover: Card print, label print, or borrower access.
When to Do This
This function can be used at any time to view or edit the details of a specific individual's borrower record. If you have an automated sync, then most of the information can be automatically imported through this. A CSV can also be used to import much of the information.
Instructions
Once opened, there are several things that can be done from a borrower record card. The details held on a Borrower record card are split between several tabs. To view the information, select your required tab.
- Details - Contains name, class and general information for this Borrower. Also has other tabs regarding Address and Guardian information.
- Advanced - Security and restriction details for this Borrower
- Notes - View any notes added the the record, or add more
- Current Loans - Lists all current loans for the selected Borrower
- Statement - Lists any fines, charges or credits made on this record.
- Reservations - Will list any reservations made by this student
- Past Loans - Shows all the borrower's loan history
- Other - For viewing classes/subjects, or available Reading Lists for the Borrower record
How some of our other customers have phrased this
- Where can I view information on a borrower?
- I need to check student records.
- Can I amend pupil details?