searching user records
TRANSCRIPT
Searching for Existing AccountsUsing SIRSIDynix Workflows Search Helper
Do we have to search every time we register a customer?
YES
Expand the Users Wizard group, click the “Display User” wizard.
Keyword Search
The keyword search option allows you to search for a user by various fields in the user record such as name, email, street, and so on. The keyword search also allows you to perform a search for a user using multiple search options with the Boolean operators OR and AND.
Browse Search
• Browse search is only available for user’s names. If you select the Browse option, Name will appear shaded in the Index list.
Searching for Children
• Browse Search by NameLASTNAME FIRSTNAME
• Search by birthday and look for namemm/dd/yyyy
Searching For Adults
• Browse Search by NameLASTNAME FIRSTNAME
• Search by ALT IDChange the search index to ALT ID
Search Using X, T, AND I before the ID Number
What do I Do if I find an existing account?
• Inform the customer of an existing account
• Offer to update account with current information and remind customer that replacement cards are free
If the customer disputes validity of account request a signature
– Inform the customer we can request a signature check
– Advise the customer you will need to make a copy of his/her ID, and the (s)he will need to sign it
– Keep original application to contact the customer with the results
Request Signature Check
• Call Circulation Administration to request a signature check (832)393-2222 option 3
• Send Signed copy of ID to CIRC ADMINFax 832-393-1575 orEMAIL [email protected]