Using Copy User

If you are creating all new cards for a family you will need to create one account with the User Registration helper or wizard. After you have a record to copy from, follow these directions.

1. Choose the Copy User wizard from the bottom of the Special wizard group 
    

   

    

   1. Search for the patron record that you just created
       

      

      
      

   2. Scan the new card that you are creating a record for (much like when using the User Registration wizard, this it the first step)
       

      

      
      

Update information in each tab for the new patron

1. Basic Info tab
   1. Enter first name (last name is copied from previous user and may need to be updated)

   2. Update Profile Name to match patron’s age and county
       

      

      
       

      

      
      

2. Permissions tab

   1. Enter a password using the gadget
       

      

      
      

3. Demographics tab
   1. Update the county and notice type if necessary

   2. Enter birthdate 
       

      

      
       

4. Addresses tab

   1. Update any contact info that is different from copied record
      
      

      
5. Extended Info tab
   1. Delete copied History, Comment, and Alt_Names fields from the copied user

   2. Enter any alternate names for this patron
       

      

      
      

6. Click Save to finish creating the record
   1. You will have the option to make a copy of the card you just created, make more changes, or close.
      1. If you need to make more cards for the same family, choose Clone/Copy This User to Another and you will start the copy process again
      2. If you need to make more edits, choose Make More Changes

      3. If you are all done, choose Close
         
         

         

If one patron has a card and you are copying for other family members the steps are the same, except you can start with the existing record and make copies for all the rest.