User Group Responsibility Wizard
The User Group Responsibility policy is used to assign levels of responsibility to members in a group. This policy determines if group members share delinquencies and access to other group member’s charges, holds and bills. This policy also determines if members can check out other members holds or renew their items.
The User Group Responsibility wizard can be accessed from the User Configuration wizard group. From the List Policies window, you can create, display, modify, copy, or remove the User Group Responsibility policies. Click Close to exit the wizard.
Attributes
The User Group Responsibility wizard displays the following attributes.
| • | Name |
| • | Description |
| • | Responsibility Level |
| • | Responsibility Type |
| • | Access Level |
This attribute uniquely identifies a specific User Group Responsibility policy. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character ( | ) cannot be used.
This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character ( | ) cannot be used.
These attributes determine the level of responsibility for delinquencies.
| • | Self – The user is not affected by the delinquency of others in the linked group in which he or she may be included. However, the user would still be responsible for his or her own delinquencies. |
| • | Linked – The user inherits delinquency status from the “worst-case” user who is included in the group. |
Note: You can include a mix of Self and Linked levels of responsibility to occur within a single group.
The Responsibility Type attribute is used to indicate that transactions, such as checkouts, will be handled differently, or that special processing is needed.
| • | Head – Links cards together for checkout purposes only. All checkouts for the group would belong to the user with policy type of HEAD. For example, students could check items out for a professor but all charges would be linked to the professor’s user record. |
| • | None – No special type of processing is needed. |
This attribute controls a group member’s access to other group member’s records, such as charges, holds, or bills. The access level is not dependent on the level of responsibility.
| • | Display Charges – This option allows the user to see charges that belong to other members of the group. |
| • | Display Holds – This option allows the user to see holds that belong to other members of the group. |
| • | Checkout Holds – This option allows the user to checkout items on hold for other members of the group. When the item is checked out to a user that has this access, the hold record is considered filled. |
| • | Remove Holds – Allows member of group to remove holds for other members. |
| • | Display Bills – This option allows the user to see bills that belong to other members of the group. |
| • | Pay Bills – This option allows the user to pay bills for other members of the group. |
| • | Allow Group Choice – This option controls whether a prompt displays in the Checkout, Place Hold, and Bill User wizards to determine if the transaction (charge, hold or bill) is for the group or individual. |
Example User Group Responsibility Policies
The following are examples of User Group Responsibility policies.
Parent User Group Responsibility Policy
|
Name |
Parent |
|
Description |
Use for a group of family members. |
|
Responsibility Level |
Linked Responsibility |
|
Type |
None |
|
Display Charges |
Y |
|
Display Holds |
Y |
|
Checkout Holds |
Y |
|
Remove Holds |
Y |
|
Display Bills |
Y |
|
Pay Bills |
Y |
|
Allow Group Choice |
Y |
Child User Group Responsibility Policy
|
Name |
Child |
|
Description |
Use to identify linked children in family group. |
|
Responsibility Level |
Linked Responsibility |
|
Type |
None |
|
Display Charges |
Y |
|
Display Holds |
Y |
|
Checkout Holds |
Y |
|
Remove Holds |
Y |
|
Display Bills |
N |
|
Pay Bills |
N |
|
Allow Group Choice |
N |
Spouse User Group Responsibility Policy
|
Name |
Spouse |
|
Description |
Use for a family group of only spouses. |
|
Responsibility Level |
Self Responsibility |
|
Type |
None |
|
Display Charges |
Y |
|
Display Holds |
Y |
|
Checkout Holds |
Y |
|
Remove Holds |
Y |
|
Display Bills |
N |
|
Pay Bills |
N |
|
Allow Group Choice |
N |
Professor User Group Responsibility Policy
|
Name |
Professor |
|
Description |
Use for an instructor proxy borrower. |
|
Responsibility Level |
Self Responsibility |
|
Type |
Head |
|
Display Charges |
Y |
|
Display Holds |
Y |
|
Checkout Holds |
Y |
|
Remove Holds |
N |
|
Display Bills |
N |
|
Pay Bills |
N |
|
Allow Group Choice |
N |
Student User Group Responsibility Policy
|
Name |
Student |
|
Description |
Use for a student proxy borrower. |
|
Responsibility Level |
Self Responsibility |
|
Type |
None |
|
Display Charges |
N |
|
Display Holds |
Y |
|
Checkout Holds |
Y |
|
Remove Holds |
N |
|
Display Bills |
N |
|
Pay Bills |
N |
|
Allow Group Choice |
N |
Related topics