Patron Notes

Policy

Patron Notes Policy

The policy for how patron notes must be entered into the RSA database. These were approved by the RSA NFP Users Group on March 1, 2012 and revised December 2012.

Download the Patron Notes policy

Guide

Removing a Blank Note from a User's Account

A blank box will appear when using the Place Hold wizard if a note has been incorrectly removed from a user’s account in WorkFlows. These instructions show how to correctly remove a note from a user’s account. (Revised December 2017)

Download the Removing a Blank Note from a User’s Account guide

Categorized as: Patron Accounts

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