From: Jennifer Pringle Date: Mon, 13 Jun 2022 20:29:56 +0000 (-0700) Subject: Docs: Adding group penalty thresholds X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=5c66768a4d3319232c68c0728f0748de4a54cfd8;p=evergreen%2Fpines.git Docs: Adding group penalty thresholds new page and screenshots for group penalty thresholds Signed-off-by: Jane Sandberg --- diff --git a/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-1.png b/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-1.png new file mode 100644 index 0000000000..72499e7022 Binary files /dev/null and b/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-1.png differ diff --git a/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-2.png b/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-2.png new file mode 100644 index 0000000000..b4122a74c4 Binary files /dev/null and b/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-2.png differ diff --git a/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-3.png b/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-3.png new file mode 100644 index 0000000000..ba034ce328 Binary files /dev/null and b/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-3.png differ diff --git a/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-4.png b/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-4.png new file mode 100644 index 0000000000..25cce386c0 Binary files /dev/null and b/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-4.png differ diff --git a/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-5.png b/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-5.png new file mode 100644 index 0000000000..6e6939d5ef Binary files /dev/null and b/docs/modules/local_admin/assets/images/group_penalty_thresholds/group-penalty-thresholds-5.png differ diff --git a/docs/modules/local_admin/nav.adoc b/docs/modules/local_admin/nav.adoc index 01f8d80f0d..c349dd3ee8 100644 --- a/docs/modules/local_admin/nav.adoc +++ b/docs/modules/local_admin/nav.adoc @@ -3,6 +3,7 @@ ** xref:admin:lsa-address_alert.adoc[Address Alert] ** xref:admin:lsa-barcode_completion.adoc[Barcode Completion] ** xref:admin:emergency_closing_handler.adoc[Emergency Closing Handler] +** xref:local_admin:group_penalty_thresholds.adoc[Group Penalty Thresholds] ** xref:admin:hold_driven_recalls.adoc[Hold-driven recalls] ** xref:admin:hold_groups_admin.adoc[Hold Groups Administration] ** xref:local_admin:multiple_holds_admin.adoc[Placing Multiple Holds] diff --git a/docs/modules/local_admin/pages/group_penalty_thresholds.adoc b/docs/modules/local_admin/pages/group_penalty_thresholds.adoc new file mode 100644 index 0000000000..a665fa46eb --- /dev/null +++ b/docs/modules/local_admin/pages/group_penalty_thresholds.adoc @@ -0,0 +1,60 @@ += Group Penalty Thresholds = +:toc: + +Group Penalty Thresholds block circulation transactions for users who exceed maximum check out limits, +number of overdue items, or fines. Settings for your library are visible under +*Administration -> Local Administration-> Group Penalty Thresholds*. There are four penalties in use now. + + +* PATRON_EXCEEDS_FINES: Blocks new circulations and renewals if patron exceeds X in fines +* PATRON_EXCEEDS_OVERDUE_COUNT: Blocks new circulations if patron exceeds X overdue items +* PATRON_EXCEEDS_CHECKOUT_COUNT: Blocks new circulations if patron exceeds X items out +* PATRON_EXCEEDS_LOST_COUNT: Blocks new circulations and placing holds if patron exceeds X lost items + + +Accounts that meet or exceed penalty thresholds display an alert message when opened and require staff +overrides for blocked transactions. + +Group Penalty Thresholds may be set up on different levels in terms of patron profiles and libraries. +Penalties on more specific levels of profile and/or library take precedence. This allows you to +set up penalties on a higher level of profile and/or library system instead of branch, for most +profiles and/or branches to share. If there are rules applied to lower level profiles or a branch, +you just need to set them up for these specific profile/branch. + +== Creating Local Penalty Thresholds == + +. Go to *Administration -> Local Administration -> Group Penalty Threshold*. + +To view the group penalty thresholds for your library enter your library code into the Library filter. +Multi-branch libraries can enter the system and then check the box to display the descendants. + +image::group_penalty_thresholds/group-penalty-thresholds-1.png[Library Filter] + +. Click *New Penalty Threshold*. ++ +image::group_penalty_thresholds/group-penalty-thresholds-2.png[] ++ +. Choose or enter the appropriate value for each field. +. Click *Save*. ++ +image::group_penalty_thresholds/group-penalty-thresholds-3.png[] + +TIP: You may set up penalties with a too high to reach limit to achieve the no limit effect. + +== Editing Local Penalty Thresholds == + +. Select the penalty you'd like to edit. +. Click the actions button and select *Edit Selected*. +. Make your changes and click *Save*. ++ +image::group_penalty_thresholds/group-penalty-thresholds-4.png[] + +Double clicking a penalty on the list will open it in editing mode. Edit, then save. + +== Deleting Local Penalty Thresholds == + +. Select the penalty you'd like to delete. +. Click the actions button and select *Delete Selected*. +. The penalty will be deleted. ++ +image::group_penalty_thresholds/group-penalty-thresholds-5.png[] \ No newline at end of file