Offline WorkFlows Checkout Wizard

The Offline WorkFlows Checkout wizard guides you through the process of checking out materials to a library user in an offline mode.

To check out materials

In the Checkout window, scan the user’s library card to enter the user ID in the User ID field.

If the user is part of a User Group, and Allow Group Choice is selected in the User Groups tab of the user record, you will be given the option to check the item out to the User Group.

Scan the item barcode to enter it in the Item ID field. The item will display in the Checkout list. To sort items in the list of checkouts in ascending or descending order, click the column heading of the column you want to sort.

If required, use the Calendar gadget to specify a different due date in the Alternate Date Due field.

Click Check Out Item to User to check out the item, or click Close to exit the wizard without saving charges.

After all items for a user have been checked out, click one of the following:

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Check Out to New User to clear the charge list before beginning a checkout for the next user

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Close to exit the wizard

Important Things to Consider When Using this Wizard

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If WorkFlows is configured to print receipts, a date due slip or charge receipt prints for the current user before the charge list is cleared for the next user.

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If an item already checked out to a patron is charged by that patron again, the item will be renewed for that patron when the transactions are uploaded to the SirsiDynix Symphony server. If an item is already checked out to a patron, then checked out by another patron, the item is discharged from the original patron and checked out to the new patron when the transactions are uploaded to the server.

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If a workstation has a receipt printer, the Offline WorkFlows Checkout wizard properties can be set to print charge slips or date due slips.

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If you are checking out a circulation set, each item in the set will need to be scanned for check out. Each item will circulate using the item’s circulation rule regardless of the set type. For more information, see “FAQs: Circulating Items in Groups”.