How to create a template for predefined notes on patron accounts
As well as being able to type notes manually into the patron account it is also possible to define default templates to populate the note field.
Step 1 - Find the Bor_Notes Authorised Value
Go to KOHA administration > Basic parameters > Authorized Values
From the dropdown choose the authorized value BOR_NOTES.
If there are any predefined templates already created on your site they will appear in a table. If there are none the page will be blank.
Step 2 - Add a new authosied value for BOR_NOTES
Click the +New authorized value for BOR_NOTES.
This will take you to a new page with a form to fill out the specifics of template being created.
Authorized value:
This should be a short, unique code in keeping with coding conventions on your site. It cannot be changed after being defined.
Description:
This should be a descriptive explanation that will appear on the staff side. This can be changed after being saved.
Description (OPAC):
This should be a descriptive explanation that will appear on the OPAC side. It can be edited after the fact and it does not have to match the description for the staff side.
Libraries limitation:
This is an optional restriction that can be enabled so the template is only available to use for staff logged in at a specific branch.
Choose an icon:
It is possible to add an image to the reason, either one on the system by default or one loaded from the users own computer. It is best practice to be consistent in assigning icons and use all from the one collection.
Step 3 - Adding the predefined message to a patron account
Go to a patron account and hit the Add message button.
This will create a pop up box for adding a message.
There will be the option to add a Staff-Internal note which will only appear on the staff side or an OPAC note that will appear on the OPAC.
By selecting the title of the predefined note created earlier from the dropdown, the free text box will automatically be filled with the text of the defined note. Once the correct note has been selected, hit Save and the note will appear on the patron account.
Step 3-Appearance on the OPAC side
When a patron logs in on the OPAC side they will be taken to their account summary and the notice will appear at the top of their account, along with when it was written.
Related Articles
How to create a new patron account
This document will outline how to manually add a new patron account. Step 1 - Find the tool to add new patrons Go to Patrons module on the homepage. There will be two options, add a new patron or use the Quick add new patron. Clicking on either ...How to use the merge patron function on Koha
This document will outline how to merge two or more patron records into a single record with amalgamated circulation, fines and additional patron attributes. Identify patron accounts to be merged Use the patron search function to find the duplicate ...How and why to Limit Patron Permissions
In KOHA there is the option to limit or extend the permissions on individual patron accounts. These permissions govern what modules the different patrons have access to and by extension, the specific tasks users are able to complete. Step 1 - ...A tour of the patron attribute form
This document will outline how to create a patron attribute type. For more information on the functions of patron attribute types, please check our Help Centre. Navigate to the patron attribute type table Go to KOHA Administration > Patrons and ...How to Batch Edit Extended Patron Attributes
This document outlines how to perform a batch patron modification for extended patron attributes. Extended patron attributes capture non - standard information about patrons and for more information about them please see our Help Centre. Step 1 - ...