Navigating the New Fulfillment User Interface

Navigating the new User Interface

1. Open a patron record, in Fulfillment > Manage Patron Services. On the left side panel of the screen is where the Fulfillment activities and user information is located. 

2. Here is the Name and ID number for the patron. If you click on their name you’ll be taken to their User Details (this view has not changed).  To close this view, click on the large X or the cancel button.

3. You can view the number of Loans they have checked out, items they Returned that day, their Requests, and their Fines and Fees, by clicking on each option.

4. The next section has the User group, Active Balance and Accrued Fines. 

5. Then you will see System Notes, which are automatically generated by Alma. 

• Below System Notes is the User Notes section. 

• You can click on “Manage Notes” to add or remove a note in the record.

6. You can rearrange the lower three areas of the left panel by clicking, holding, and dragging the dots icon. For example, if you’d like System Notes below User Notes you can click and drag the areas to move them. 

7. You’ll notice that the “done” button to close the patron record is now at the top left above the patron information.