How to set a custom due date at checkout

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.
Notes
For more information on how to set overall due dates through the fine and circulation function, please contact Interleaf Technology directly.  
This can be completed in a number of ways, but when the aim of accessing the patron account is to complete a checkout the most efficient way of accessing the patron account is through the checkout option in the search box at the top of the screen. From the top of the homepage, confirm the Check out option to the right of the search box is underlined in white. If the checkout option is not underlined in white, click on Check out to select it and underline it in white. If the Check out option is selected, the search box will read Enter patron card number or partial name.
Type the name or cardnumber of the patron the item should be checked out to into the search box. The search option will show possible matches with the search being completed. Click the patron the item is to be checked out to.
This will bring you to the checkout are of the patron account.

Setting a custom due date for a checkout

Before scanning the barcode of the item to be checked out, click the three lines to the right side of the checkout box.
This will cause options for customising the checkout to appear. This will include the option to specify a due date.


To set the specific due date, click into the Specify due date box and a calendar will dropdown.

This calendar widget can be used to specify the date and time the item should be returned.

The selected date will populate the the Specify due date box. Scan or type the barcode of the item into the checkout box. If the barcode is scanned it should checkout automatically. If the barcode is typed into the box, the Check out button will need to be clicked.

The item will be checked out with the defined due date.

VersionDateDetailAuthor
1.012/11/25Document createdHolly Cooper




































    • Related Articles

    • How to change the Due Date and Time at Checkout

      This document explains how to  change the Due Date and Time at Checkout Koha uses the Circ and Fines Rules you have set in Administration, and the branch calendar,  to calculate the Due Date and Time for each checkout but there is an option in the ...
    • How to use the change due date plugin

      This plugin allows item due dates to be changed in bulk from within the Koha application. This process allows due dates to be changed under a variety of parameters including across patron categories, within a range of patrons or by checkout date. ...
    • How to use the built in Batch Change Due Date tool

        This built in feature to allows staff to bulk edit due dates on checked out items. This document will outline how to navigate to and use the tool and includes a specific example to demonstrate how the process works.  Step 1 - Navigate to the batch ...
    • 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 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 ...