This guide covers all aspects of the fulfillment process. This includes maintaining all patron records, loaning materials, returning/renewing loaned materials, managing lost items dealing with fines and fees as well as course reserves.
Click on Add Note on the right of Patron Services screen (the check out screen). This will take you to the Notes tab on the User Details screen.
Alternately, you can navigate directly to the User Details screen and click on the "Notes" tab.
Click on "Add Note".
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.