Adding Blocks and Notes to a Patron Status

Adding Blocks and Notes to a Patron Status – PDF with all screenshots

Blocks on the General workform add a specific pop-up block when you pull up the patron record in Check out. These can be added by typing in the Free text box or selecting from the Library-assigned drop-down menu of blocks.

Notes on the Notes workform have different functions:

  • Non-blocking notes do not add a pop up box
  • Blocking notes add a generic pop up box indicating the patron has blocks
  • Messages to Patrons display in the Polaris PAC (this is privilege-based and is locked down).