How to record the staff member who completed a checkout

How to record the staff member who completed a checkout

It is possible to set Koha to record the details of the staff member who checked an item out to the patron so it can be viewed on the staff side. Please note this functionality requires the system preference intranetreadinghistory to be enabled.

Step 1 - Navigate to system preference

Go to Koha administration > Global System Preferences and search for RecordStaffUserOnCheckout


This will bring up a system preference of the same name. 

Ensure this is set to When checking out an item, record the user who checked out the item

If any changes are made to the system preference click the Save all Circulation preferences button.

Where to view the issuer details on the patron record

Check out an item to a patron.

To view the information of the staff member who checked the item out, go to the blue Circulation history tab on the left hand side. 

This will take you into a new page with a table of current and historic circulation information for the patron. The table should be sorted by the most recent transaction and there should be staff details in the Checked out by column.
The details in the Checked out by column will link to the patron account which completed the checkout.

In this example, previous checkouts do not have the issuer information recorded as they occurred before the RecordStaffUserOnCheckout was set to record.

Version History 

Version

Date

Detail

Author

1.0

16/04/21

Document created

Holly Cooper

Retention Policy

Permanent

X




    • Related Articles

    • Currently being updated - How to enable patrons to control how long their circulation history is kept on the OPAC

      In order for this function to work the Anonymous Patron system preference must be configured correctly. Please contact Interleaf Technology for help with this, or check the FAQ page for instructions. OPACPrivacy System Preference Go to Koha ...
    • Overview of Offline Circulation

      Offline circulation works in two ways, either by using a browser based address to record circulation information or using a desktop based application to record circulation information. This document will cover both.   Please note that offline ...
    • How to ensure staff check for additional materials at checkin/checkout

      Physical items in a library may contain multiple parts or media, for example, a book which includes a C.D rom or a DVD boxset collection comprised of multiple discs. It is possible to set Koha to show a warning when an item containing multiple parts ...
    • Adding a phone number column to checkout search results

      It is possible to hide or display the phone number saved on a patron account when searching for patrons through the checkout option in the context sensitive search bar. This document will outline how to enable this functionality. Before enabling the ...
    • How to set a custom due date at checkout

      It is possible to set a specific date for an item to be returned by when checking out that will over-ride the due date set by the fines and circulation rules. For more information on how to set overall due dates through the fine and circulation ...