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Alma Fulfillment

CHECKING ITEMS OUT TO A PATRON THAT IS BLOCKED

CHECKING ITEMS OUT TO A PATRON THAT IS BLOCKED

If you attempt to check out items to a patron that is blocked, a pop up will appear when you enter their ID/name.
An image of the patron identification screen
An image of the Blocks pop up screen

Depending on your permissions, you will have either two or three options.

  1. Click "Cancel" to exit the screen without further action.
    An image of the Blocks screen with the Cancel button highlighted
  2. Click "OK" to view the patron's record.
    An image of the Blocks screen with the OK button highlighted
  3. If you have the appropriate permissions, click "Override" to ignore the block and check out items to the patron as usual.
    An image of the Blocks screen with the Override button highlighted
    Alternately, while viewing the patron's record you can override the block by attempting to loan an item as usual. A pop up similar to the first will appear. Click "Override".
    An image of the Loan blocked screen with the Override button highlighted

 

REMOVING A PATRON BLOCK

REMOVING A PATRON BLOCK

  1. To remove a patron block, begin by searching for the patron record, outlined in the section "How to look up a patron without an ID card". Then on the Find and Manage Users screen, click on the ellipsis under "Notes".
    An image of the Find and Manage Users screen, with the ellipsis highlighted
  2. A drop down menu will open. Click "Edit".
    An image of the Notes drop down menu with Edit highlighted
  3. The User Details screen will open. Click the "Blocks" tab.
    An image of the User Details screen with the Blocks tab highlighted
  4. Patron blocks will be displayed. Under "Active", toggle off any blocks you want to stop applying to the patron's record.
    An image of the User Details slash Blocks screen with the active toggle highlighted
  5. Click "Save".
    An image of the User Details slash Blocks screen with the Save button highlighted