From e5f4fa184ec24ef8b5004b7d0436c38db7dca552 Mon Sep 17 00:00:00 2001 From: Yamil Suarez Date: Wed, 9 Jul 2014 10:17:15 -0400 Subject: [PATCH] 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 --- docs/admin/lsa-library_settings_editor.txt | 11 +++++++++++ docs/circulation/circulation_patron_records.txt | 10 +++++++--- 2 files changed, 18 insertions(+), 3 deletions(-) diff --git a/docs/admin/lsa-library_settings_editor.txt b/docs/admin/lsa-library_settings_editor.txt index 47ab267a2a..d8ac91fd13 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. \ No newline at end of file diff --git a/docs/circulation/circulation_patron_records.txt b/docs/circulation/circulation_patron_records.txt index 375c858987..44cb897ddd 100644 --- 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 <>. +================================================ + Enter note information. Select the check box for _Patron Visible_ to display the note in the OPAC. -- 2.11.0