Dated patron notes
It would be very useful for patron notes to automatically include date and time - this would allow us to track "updates" to progressive situations with patrons that multiple staff are addressing.
-
Stacey McClain commented
Yes, we would love for note to have date and who did it and display similar to how the library blocks display.
-
Amy Al-Shabibi commented
Yes to this! And yes to keeping a history as well.
-
Greg Nordyke commented
It's not something I've thought about in a while, but the way blocks and notes work is one of the few downsides that staff at my library noted when we migrated to Polaris from Dynix many, many years ago.
-
Daniel Messer commented
I rather like how Evergreen ILS handles this. Each note is a separate entity. Notes can have titles to go with the note's content and every note is timestamped and tagged with the username of the creator. They can be categorized and made to appear only at certain levels. Notes can be removed, but they can also be archived. An archived note doesn't appear to anyone unless a staff member specifically goes looking for archived notes. Honestly, it's the best system I've seen for patron notes.
-
AdminWes Osborn (Admin, Innovative) commented
The amount of time this would save would almost be unbelievable to quantify. Our notes fields are littered with various date formats and staff initials. All of which could be gone in an instant if someone hits the wrong key. And they could be entered incorrectly because people are just hand typing the information.
I also think the value of blocking versus non-blocking needs to be re-examined in the Leap world where both options work similar when the staff are accessing the account.
-
Daniel Messer commented
YES. Yes yes yes. I was just talking to someone on the Discord about how I could write a SQL job based off a tiny hack that looked for a standardized, tagged date in a blocking note. Thing is, I wouldn't need to hack anything if the notes just had a timestamp.
-
Kathryn commented
Hi Lynn - thank you for putting that better than I did! Being able to see timestamps (and staff) information for multiple notes separately would be ideal.
-
Lynn Reynish commented
In Leap, it does track the date on the most recent note on the record (as well as which login added it) but this doesn't help for customers that have a lot of notes that have been added over time. I'd love to see the information pop-up in Leap be available for each note separately.