Documentation: Add granular settings for requiring staff initials for notes

Thanks to Kate Butler for editing and formatting this documentation addition

Signed-off-by: Yamil Suarez <yamil@yamil.com>

diff --git a/docs/admin/lsa-library_settings_editor.txt b/docs/admin/lsa-library_settings_editor.txt
index 47ab267..d8ac91f 100644 (file)
--- a/docs/admin/lsa-library_settings_editor.txt
+++ b/docs/admin/lsa-library_settings_editor.txt
@@ -121,3 +121,14 @@ sites wanting to use Stripe. These settings can be found by clicking
 
  * "Name default credit processor" (should be 'Stripe')
 
+[[settings_for_staff_initials]]
+Add granular settings for requiring staff initials for notes
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+There are now three separate library settings for controlling whether staff are required to input their initials when creating different types of notes. These settings can be found by clicking *Admin* -> *Local Administration* -> *Library Settings Editor*
+ 
+Library Settings
+^^^^^^^^^^^^^^^^
+ * Require staff initials for entry/edit of patron standing penalties and messages. 
+ * Require staff initials for entry/edit of patron notes.
+ * Require staff initials for entry/edit of copy notes.
\ No newline at end of file

diff --git a/docs/circulation/circulation_patron_records.txt b/docs/circulation/circulation_patron_records.txt
index 375c858..44cb897 100644 (file)
--- a/docs/circulation/circulation_patron_records.txt
+++ b/docs/circulation/circulation_patron_records.txt
@@ -355,7 +355,7 @@ indexterm:[patrons, barring]
 the patron is banned/barred from the library. The ``check-out'' functionality is
 disabled for barred patrons (NO option to override – the checkout window is
 unusable and the bar must be removed from the account before the patron is able
-to checkout items).  These patrons may still log in to the OPAC to view their
+to checkout items). These patrons may still log in to the OPAC to view their
 accounts.
 
 indexterm:[patrons, blocking]
@@ -436,8 +436,7 @@ patron’s name in the patron summary pane.
 image::media/circulation_patron_records-22.png[circulation_patron_records 22]
 
 Notes are strictly communicative and may be made visible to the patron via their
-account on the OPAC.  In the JSPAC, these notes display on the account summary
-screen in the OPAC.
+account on the OPAC.
 
 image::media/circulation_patron_records-23.png[circulation_patron_records 23]
 
@@ -453,6 +452,11 @@ image::media/circulation_patron_records-24.png[circulation_patron_records 24]
 
 Select the _Add New Note_ button. An _Add Note_ window displays.  
 
+[TIP] 
+================================================ 
+To add a box in the _Add Note_ window for staff initials and require their entry, see the section <<settings_for_staff_initials,Granular Settings for Staff Initials>>.
+================================================ 
+
 Enter note information. 
 
 Select the check box for _Patron Visible_ to display the note in the OPAC.