Are patrons are able to enter Notes in their WMS staff accounts?
- The patron name appears in to have been entered in a Note section in the staff account of WMS Admin.
- WorldShare Admin
- WorldShare Circulation
A Patron Note can only be added in two ways:
- 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. Here is the documentation that goes over the steps to take to add a note:
2. Notes can be added through Patron Load. Please see the attached screenshot. Here is a link to the Help Documentation on the issue: https://help.oclc.org/Librarian_Toolbox/Patron_data_files/e#Columns_36-46
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.