From: Kate Butler Date: Fri, 12 Sep 2014 20:39:32 +0000 (-0400) Subject: Docs: Staff initials settings for patron notes X-Git-Tag: sprint4-merge-nov22~1895 X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=82c76d0876c14a5f92771c6a63ea274d98eb5496;p=working%2FEvergreen.git Docs: Staff initials settings for patron notes Signed-off-by: Kate Butler Signed-off-by: Yamil Suarez --- diff --git a/docs/admin/lsa-library_settings_editor.txt b/docs/admin/lsa-library_settings_editor.txt index 47ab267a2a..6cddc77c75 100644 --- 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. diff --git a/docs/circulation/circulation_patron_records.txt b/docs/circulation/circulation_patron_records.txt index 9a988da463..5fd310b5ea 100644 --- a/docs/circulation/circulation_patron_records.txt +++ b/docs/circulation/circulation_patron_records.txt @@ -462,6 +462,11 @@ 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 <>. +================================================ + Enter note information. Select the check box for _Patron Visible_ to display the note in the OPAC.