Go to full patron record (and be able to edit) from review file results
Resurrecting Sam Cook's Level Up idea to Go to full patron account from patron review file results.
As Sam noted in the earlier challenge, library staff regularly run patron lists in Create Lists, and need to see something (and usually modify something!) about their checkouts, holds, or fines, which are not available/editable when opening from a review file (Note: You can edit basic record fields, but not access checkouts, holds, fines, etc.). This is particularly frustrating when you run a list of patrons with fines and want to go in and waive fines, for example. You can double-click/open the patron record itself, but not get to that information from this view.
Idea Value
Staff time and accuracy w/respect to editing records would clearly be improved with this change.
The patron barcode has to be copied, the results list closed, the function switched over, and then you can search for the patron (and then repeat for each patron, hoping you remember where you left off when going back to the list of patrons). Or you must export your list results (and figure out what fields need to be exported in the first place!) and then copy/paste from there.
Being able to jump back and forth between the review file results and the full patron accounts would streamline staff workflows substantially.
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Melissa Landis commented
I agree, this would save time! I have to run 2 sessions of Sierra with dual monitors when I have to make these types of changes. Having the ability to modify the record directly in Create Lists would be very helpful.
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Phil Shirley commented
Almost every time that I use Create Lists to get a list of patrons, I want to click on each one and get the same view as if I had searched them in Checkout, like this idea requests.
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Alison Pruntel commented
This would save SO MUCH TIME. It is so frustrating.