Workflows Entries: Difference between revisions
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==Workflows Entries - Hold, Predue, and Overdue Notification settings== | |||
Please complete the User information sections - particularly the User Cats settings in the Demographics tab, and the contact information in the Address tab - so we can notify patrons as they desire! | |||
==Overview== | |||
MFRL utilizes various means to contact patrons regarding circulation issues: Holds, PreDues, and Overdues. Patrons can select different options for different circulation issues. These choices are saved in the Demographics tab of the patron record. '''If possible, please set a value for each of these three settings. A value for OverDues is required.''' | MFRL utilizes various means to contact patrons regarding circulation issues: Holds, PreDues, and Overdues. Patrons can select different options for different circulation issues. These choices are saved in the Demographics tab of the patron record. '''If possible, please set a value for each of these three settings. A value for OverDues is required.''' | ||
*'''Predues''' (User Cat 2): Receiving PreDues is | *'''Predues''' (User Cat 2): Receiving PreDues is optional for the patron. Choices are EMAIL, NOCONTACT, PHONE, TEXT. Patrons won't be contacted if this field is blank. | ||
*'''Holds''' (User Cat 4): Patrons can choose between EMAIL, HUMANCALL, NOCONTACT, PHONE, TEXT. Human calls are discouraged, but available for those with technical issues. | *'''Holds''' (User Cat 4): Patrons can choose between EMAIL, HUMANCALL, NOCONTACT, PHONE, TEXT. Human calls are discouraged, but available for those with technical issues. | ||
*'''OverDues''' (User Cat 6): '''Required''' Choices are EMAIL, PHONE, TEXT, USPS. Receiving notices via US Postal Service is discouraged, but available for those with no other means of contact. | *'''OverDues''' (User Cat 6): '''Required''' Choices are EMAIL, PHONE, TEXT, USPS. Receiving notices via US Postal Service is discouraged, but available for those with no other means of contact. | ||
==User Cat / Contact Information correlation== | |||
For every communication method selected, the corresponding method's contact info needs to be completed in the Address tab. That is, if any User Cat has a value of TEXT, then the Phone to Text (PHONETXT) field needs a value. If EMAIL is a User Cat selection, then a valid EMAIL address is needed, etc. | For every communication method selected, the corresponding method's contact info needs to be completed in the Address tab. That is, if any User Cat has a value of TEXT, then the Phone to Text (PHONETXT) field needs a value. If EMAIL is a User Cat selection, then a valid EMAIL address is needed, etc. | ||
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In the above example, the patron needs a valid EMAIL address in the Address tab, or problems will arise. | In the above example, the patron needs a valid EMAIL address in the Address tab, or problems will arise. | ||
==Errors / Bad Info / Barred patrons== | |||
===When MFRL-IT discovers a patron with invalid contact method=== | |||
If, for example, an email notification bounces, the following changes will be made to the account: | |||
*The account will be Barred | *The account will be Barred | ||
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**Barred: eMail Notify bounces [User Unknown]. Please verify eMail addy, unbar, and reset HOLDS/OVERDUES to EMAIL; then delete this Note. | **Barred: eMail Notify bounces [User Unknown]. Please verify eMail addy, unbar, and reset HOLDS/OVERDUES to EMAIL; then delete this Note. | ||
When staff encounter a patron barred as described above, | ===When staff encounter a barred patron=== | ||
If a patron is barred because of communication issues as described above, staff should: | |||
*Get updated contact information from the patron | *Get updated contact information from the patron | ||
*Change the User Cats listed to the methods indicated in the Note. | *Change the User Cats listed to the methods indicated in the Note. | ||
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*Delete the note from the account | *Delete the note from the account | ||
*Unbar the account | *Unbar the account | ||
Revision as of 14:14, 15 January 2020
Workflows Entries - Hold, Predue, and Overdue Notification settings
Please complete the User information sections - particularly the User Cats settings in the Demographics tab, and the contact information in the Address tab - so we can notify patrons as they desire!
Overview
MFRL utilizes various means to contact patrons regarding circulation issues: Holds, PreDues, and Overdues. Patrons can select different options for different circulation issues. These choices are saved in the Demographics tab of the patron record. If possible, please set a value for each of these three settings. A value for OverDues is required.
- Predues (User Cat 2): Receiving PreDues is optional for the patron. Choices are EMAIL, NOCONTACT, PHONE, TEXT. Patrons won't be contacted if this field is blank.
- Holds (User Cat 4): Patrons can choose between EMAIL, HUMANCALL, NOCONTACT, PHONE, TEXT. Human calls are discouraged, but available for those with technical issues.
- OverDues (User Cat 6): Required Choices are EMAIL, PHONE, TEXT, USPS. Receiving notices via US Postal Service is discouraged, but available for those with no other means of contact.
User Cat / Contact Information correlation
For every communication method selected, the corresponding method's contact info needs to be completed in the Address tab. That is, if any User Cat has a value of TEXT, then the Phone to Text (PHONETXT) field needs a value. If EMAIL is a User Cat selection, then a valid EMAIL address is needed, etc.
In the above example, the patron needs a valid EMAIL address in the Address tab, or problems will arise.
Errors / Bad Info / Barred patrons
When MFRL-IT discovers a patron with invalid contact method
If, for example, an email notification bounces, the following changes will be made to the account:
- The account will be Barred
- The affected User Cats will be changed to BADINFO
- A Note will be put on the account, indicating the Cats affected and their prior setting. Example:
- Barred: eMail Notify bounces [User Unknown]. Please verify eMail addy, unbar, and reset HOLDS/OVERDUES to EMAIL; then delete this Note.
When staff encounter a barred patron
If a patron is barred because of communication issues as described above, staff should:
- Get updated contact information from the patron
- Change the User Cats listed to the methods indicated in the Note.
- Note: When Editing the patron account, BADINFO will show as ****** (a series of asterisks). Editing this field is still possible.
- Delete the note from the account
- Unbar the account