Add a Patron Attachment Type

Patron Attachment Types are used to designate a type of file attached to a patron’s profile. For example, Application Form, Medical Record, or Profile Picture. Use the following procedure to add a patron attachment type:

1.  Select Attachment Types from the Patron section of the Setup menu. The Patron Attachment Types page is displayed.

2.  Click Add.

3.  Enter information in the fields provided.

     *Display Name: Enter a display name (for example, Application). The display name will appear in the Attachment Type column in the Attachments tab of the Patron page.

     *Description: Enter a description of the patron attachment type.

     *Active: Select Yes or No from the drop-down list to specify whether the patron attachment type is active.

4.  Click Save. The Item successfully added message is displayed.