Reviewing Transactions

You can review check out and check in transaction records for errors prior to creating a transaction file for upload and, if necessary, edit certain values (patron barcode, patron name, item barcode) for one or more transactions. You can specify the date range for which you wish to view transactions, and may choose to view check out transactions, check in transaction or both. Additionally, you may select to view only those transactions associated with a specified patron, and may choose to include or exclude "posted" transactions (transactions for which upload files were previously created).

To review logged transactions:

From the Standalone Circulation Module Menu, click the Review/Upload Entries button.
- The Review Entries window displays.

Enter your desired Search Criteria:
- Select the type of transactions you wish to view from the Select Entry Type menu; either Check Ins, Check Outs or All (both check ins and check outs).
- To view only those transactions associated with a specific patron, enter the patrons barcode in the Patron Barcode text box.
NOTE: To view transactions for all patrons, leave the Patron Barcode text box blank.
- Indicate whether or not you wish to include "posted" transactions (transactions for which upload files were previously created) in the search results using the Include Posted checkbox.
- A checkmark indicates the option is selected ("posted" transactions will be included in the search results).
- An empty checkbox indicates the option is not selected ("posted" transactions will not be included in the search results).
- Clicking a checkbox repeatedly will toggle it on and off.
- Enter the starting date of the period for which you wish to view transactions in the Entry Dates - From text box; enter the ending date of the period for which you wish to view transactions in the Entry Dates - To text box.
- Enter dates using the format MM/DD/YYYY, i.e., "03/10/2001".
- To view transactions for a single day, enter the same date in both the Entry Dates - From and Entry Dates - To text boxes.
NOTE: To BE SURE to include the slashes "/" when entering dates. DO NOT include alphabetic characters when entering dates.
When the desired criteria have been entered, click the Search button to submit your search.
- The Review Entries window refreshes to display the results of your search.

Search results are listed in chronological order, from earliest to most recent, with one line shown for each transaction. Each line in the listing includes the transaction Type (Check In or Check Out), the Date and Time at which the transaction occurred, the Patron Barcode and Patron Name associated with the transaction (shown for Check Out transactions only), the Item Barcode associated with the transaction, and the Posted status for the transaction, either Yes (the transaction has been included in an upload file) or No (the transaction has not been included in an upload file).
NOTE: To If no matching transactions are found, the message "There are no Entries matching your Search Criteria" displays. Click the OK button on the message dialog to close the message and return to the Review Entries window. Revise your search criteria, as necessary, and click the Search button to resubmit your search.

If necessary, you may edit the Patron Barcode, Patron Name and/or Item Barcode for any Check Out transaction, or the Item Barcode for any Check In transaction (see Editing Transactions for details).
If desired, you may create an upload file for the displayed transactions (see Creating an Upload File for details).
Click the Done button to close the Review Entries window and return to the Standalone Circulation Module Menu.

< PREVIOUS

Chapter 3

Overview

CONTENTS

INDEX

NEXT >

Chapter 3

Editing Transactions