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Everyday Student Management

Purpose

This article is a quick reference guide for everyday borrower management tasks.

Covers: Finding borrowers & editing borrower details

Does Not Cover: Importing borrowers, Issuing or Returning resources, Restrictions

When to Do This

This can be done throughout the academic year, when you need to check or edit an individual borrower record.

Instructions

First, you will need to locate the borrower record.

  • Finding a Borrower in Circulate
  • Load the Borrowers table and use Quick Search to find the specific borrower record for the student in question. Searching using the Barcode is best as this is unique. You can also search by the Forename, or Surname. 

Once you have located the borrower you will need to open the Borrower record card.

  • In Circulate, this is done by clicking the 'Details' button.
  • In Management, select the Borrower record and then click 'Edit'.

This will open the Borrower record card. From here, you have several options:

  • To view or amend name, the assigned class, or guardian information use the Details tab.
  • You can check their loan information and history under the Current Loans or Past Loans tabs

Locate the field/s you wish to view or edit, and you can either type the information in directly or select from existing options. 

When you are finished, click Save to record any changes made.

Tips

- Use borrower ID/Barcode for fastest search.

How some of our other customers have phrased this

- How do I find a borrower in Reading Cloud?

- Search for a student to check their record

- Look up a pupil to see what they’ve borrowed

- Find and edit a borrower’s details

- Update pupil information