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Alma/Primo VE Migration

Patron Notes

Adding a Patron Note

To add a Patron Note:

  1. Click on Manage Notes on the bottom of the left navigation menu in the patron's record. This will take you to the Notes section.

  2. From there click on Add Note above the list of notes on the patron's record at the top right of the screen.


     
  3. Alternately, you can navigate directly to the User Details screen and click on the "Notes" tab.

  4. The "Add Note" drop down will appear.
    • Add the desired note text to the "Note" field.
    • Click on the drop down arrow for the "Type" field to assign a type to the note.
    • Click the "User viewable" check box if you would like the note to be viewable by the patron through Primo VE.
    • Click the "Pop up note" check box if you would like a pop up with the note to occur when the patron's account is accessed through Alma.
       
  5. Click the Add and Close button.
     
  6. Click the Save button.

Editing a Note

To edit a note:

  1. Navigate to the "Notes" tab on the User Details screen, then click on the ellipsis for the note you wish to manage.

     
  2. Select Edit from the drop down menu.
     
  3. The Edit Note screen will appear. Make the desired changes to the note, then click the Update Note button.
     
  4. Click the Save button.
     
  5. The changes should appear in on the screen.

Deleting a Note

To delete a note:

  1. To delete a note, navigate to the "Notes" tab on the User Details screen, then click on the ellipsis for the note you wish to manage.

     
  2. Select "Delete" from the drop down menu.
     
  3. The note is now deleted. Click the Save button.