Patron Management

Job Manager

Job Manager Depending on your role and permissions, Job Manager may list report jobs, custom report jobs, inventory jobs, and/or preventative maintenance jobs. The page shows the statuses of those jobs, until they are deleted. View Job Summaries Destiny Administrator Super Administrator District User For the Destiny Administrator, Job Manager shows all the jobs created in the district. It includes…

Merge duplicate patrons

Merge duplicate patrons Your database may contain several patron records for the same person. The Merge Duplicates feature on the Update Patrons page lets you retrieve all the records for a particular patron, select the preferred record and delete the duplicates. You can also retain multiple site associations for the patron or discard all but the primary association. Destiny retains…

Move fields

Move fields The Move Fields sub-tab of the Update Patrons page lets you move the contents, or values, from any one of the five User Defined fields to any of the following patron fields: Important: Moving the information cannot be undone. It also clears it from the originating field. Make sure you do not perform this procedure twice for the same…

Excuses fines

Excuse fines The Excuse Fines sub-tab on the Update Patrons page lets you globally delete fines and refunds by grade level or graduation year, and by a value or date range. You can delete fines and refunds for just your patrons, or include patrons of other schools who borrowed your materials. You might want to do this at the…

Globally add site association for patrons

Globally add site associations for patrons If you are a district user with the right to Manage Patrons for the District, Update Patron associations lets you globally associate patrons with additional sites. You may want to do this for patrons who attend or teach class at multiple schools. You can limit the patrons selected for the…

Remove secondary site associations

Remove secondary site associations If you are a district user with the right to Manage Patrons for the District, use the Remove sub-tab to delete secondary site associations patrons in your district may have. You can remove secondary site associations for all patrons in the district or only those at a particular school. Alternatively, you can remove associations for certain…