Manually enter new borrowers
Manual entry of new borrowers
- In Amlib navigate to Main > Borrowers > Borrower
- Select Borrower > Enter New Borrower
- Fill in the details as required. For specific codes, you can access a list of codes in a field by entering a full stop in the field and then pressing the <Tab> key. For example in the Borrower Type field, pressing .<Tab> will display a list of your Type codes and Descriptions. Double click to make a selection.
HINT:
Compulsory fields for Borrower (apart from any Validation Rules are Código de barras, Borrower Surname, Borrower Type and Dirección 1)
- After entering all necessary details select F2 Insert
- The Address window will then display
- Enter address details as necessary noting that the first address is compulsory. Click F3 Update
Useful Tips
Validation rules
Validation Rules apply to each Borrower Type and can be customised. To display the Validation Table, go to Main > Borrowers > Borrower Types screen and press F8 Validtn. Any Y entries will make the field mandatory
Borrower Suburbs
Completing the Borrower Suburb table with local information (Nearby Suburbs, Towns etc.) can assist when entering new addresses. This screen can be accessed from Main > Borrowers > Borrower screen, Application > Borrower Suburbs. Enter the suburb list with the correct postcode and choosing the suburb can bring in the suburb details into the address text box in the correct case e.g. Upper Case, saving time and making addresses more consistent.
Search for Address
Once entered and saved, Address 1 can be searched e.g. Phone No., Street name, Suburb, Postcode etc.
Most Codes and Descriptions can be sorted
For example, Suburb name & Code can be sorted in Ascending or Descending order. Click on the Column Name and select Asc or Desc.
Borrower Types
If the Borrower Type ages are entered, the Borrower Type code will automatically be entered when the Date of Birth is entered e.g. Adult will be entered if the date is entered over 18 years.
Default Gender can be added to Title
This can save a small amount of time when entering new users
