Workflows Entries: Difference between revisions
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===Workflows | ===Workflows Entries - Hold, Predue, and Overdue Notification settings=== | ||
====Overview==== | |||
*'''Predues''' (User Cat 2): Receiving PreDues is optional. Choices are EMAIL, NOCONTACT, PHONE, TEXT. Patrons won't be contacted if this field is blank. | 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 a 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): 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==== | ====User Cat / Contact Information correlation==== | ||
| Line 16: | Line 16: | ||
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=== | ====Errors / Bad Info==== | ||
If MFRL-IT discovers a patron with an invalid contact method - for example, an email address that bounces - the following changes will be made to the account: | If MFRL-IT discovers a patron with an invalid contact method - for example, an email address that bounces - the following changes will be made to the account: | ||
| Line 22: | Line 22: | ||
*The account will be Barred | *The account will be Barred | ||
*The affected User Cats will be changed to BADINFO | *The affected User Cats will be changed to BADINFO | ||
*A Note will be put on the account. Example: | *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. | **Barred: eMail Notify bounces [User Unknown]. Please verify eMail addy, unbar, and reset HOLDS/OVERDUES to EMAIL; then delete this Note. | ||
When staff encounter | When staff encounter a patron barred as described above, they should: | ||
*Get updated contact information from the patron | *Get updated contact information from the patron | ||
*Change the User Cats listed | *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 | **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 | *Delete the note from the account | ||
*Unbar the account | *Unbar the account | ||
== See also == | |||
*[[HoldSchedule|Hold Notice Schedule]] - Q: When do Hold Notices go out? A: Multiple times per day. | |||
*two | |||
*three | |||
Revision as of 07:46, 14 January 2020
Workflows Entries - Hold, Predue, and Overdue Notification settings
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 a 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
If MFRL-IT discovers a patron with an invalid contact method - for example, an email address that 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 patron barred as described above, they 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
See also
- Hold Notice Schedule - Q: When do Hold Notices go out? A: Multiple times per day.
- two
- three