From: Remington Steed Date: Tue, 5 Aug 2014 13:29:40 +0000 (-0400) Subject: Docs 2.6: Update screens for register/edit patron X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=a4d4a9eba08f73296d17dcd62ecc1800c6c532fa;p=evergreen%2Fpines.git Docs 2.6: Update screens for register/edit patron Update screenshots and wording to reflect new "Update Expire Date" button. Signed-off-by: Remington Steed --- diff --git a/docs/circulation/circulation_patron_records.txt b/docs/circulation/circulation_patron_records.txt index 375c858987..9a988da463 100644 --- a/docs/circulation/circulation_patron_records.txt +++ b/docs/circulation/circulation_patron_records.txt @@ -63,7 +63,7 @@ To register a new patron, select _Patron Registration_ from the toolbar, _Circulation -> Register Patron_ from the menu bar, or *shift + F1*. The Patron Registration form will display. -image::media/circulation_patron_records-4.png[circulation_patron_records 4] +image::media/circulation_patron_records-4.png[Patron registration form] Mandatory fields display in yellow. @@ -96,6 +96,8 @@ that is not in the default patron record. * These may be configured in the _Statistical Categories Editor_ (_Admin -> Local Admin -> Statistical Categories Editor_). * Staff accounts may also function as patron accounts. +* You must select a _Main (Profile) Permission Group_ before the _Update Expire +Date_ button will work, since the permission group determines the expiration date. ============================================================================ @@ -188,7 +190,7 @@ Retrieve the patron record as described in the section Select _Edit_ from the options that display at the top of the patron record. -image::media/circulation_patron_records-9.png[circulation_patron_records 9] +image::media/circulation_patron_records-9.png[Patron edit with summary display] Edit information as required. When finished, select _Save_. If you attempt to close out of the patron account before the information is received, an alert @@ -201,7 +203,14 @@ Select _OK_ to continue or _Cancel_ to return to the editing form. After selecting _Save_, the page will refresh. The edited information will be reflected in the patron summary pane. -NOTE: If collapsed, you will need to manually ``un-collapse'' this pane. +[TIP] +======= +* You can resize the patron summary pane, or collapse and expand it using +the button on the right border of the pane. +* To quickly renew an expired patron, click the _Update Expire Date_ button. +You will need a _Main (Profile) Permission Group_ selected for this to work, +since the permission group determines the expiration date. +======= Renewing Library Cards ~~~~~~~~~~~~~~~~~~~~~~ diff --git a/docs/media/circulation_patron_records-4.png b/docs/media/circulation_patron_records-4.png index da9a7f19aa..8fb650ab39 100644 Binary files a/docs/media/circulation_patron_records-4.png and b/docs/media/circulation_patron_records-4.png differ diff --git a/docs/media/circulation_patron_records-9.png b/docs/media/circulation_patron_records-9.png index 1de4cca022..a0a915bfb5 100644 Binary files a/docs/media/circulation_patron_records-9.png and b/docs/media/circulation_patron_records-9.png differ