Are patrons able to enter Notes in their WMS staff accounts?

Symptom

• The patron name appears to have been entered in a Note section in the staff account in WorldShare Admin.

Applies to

• WorldShare Admin
• WorldShare Circulation

Resolution

A Patron Note can only be added in two ways:
 

1. This action is performed from the Admin tab in WorldShare.  That means a user would have to have an Admin role on their account to add a note. See our documentation on Notes for the steps to add a note.
2. Notes can be added through patron load.

Additional information

If you look at the Note field in the patron user account and it has the patron name listed, that means a Note was added on that date via a Patron Load.

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