Customer block checklist

Generate a report of changes made to customer blocks for your library in the Wise staff client.

The Customer block checklist report provides an overview of changes made regarding customer blockages.

Generate a Customer block checklist report

Go to Customers > Overviews > Customer block checklist. A selection window appears.
Provide the details for the report. Fields marked with an (*) asterisk are required.

Field	Description
Institution*	Select the institution (system)
Date up to and including	Enter the start and end dates for which the report should be generated.
Block type	The type of block that has been changed. Options include: All General Collections Payment block Internet registration Recently reported missing Address/email Public functions

Field

Description

Institution*

Select the institution (system)

Date
up to and including

Enter the start and end dates for which the report should be generated.

Block type

The type of block that has been changed. Options include:

The report displays the following information:

Field	Description
Action time	The date and time the block was changed.
Actor	The actor_id and the customer name (including preferred names, if present).
Author	The actor_id and name of the staff member that changed the block.
Branch	The branch code and description of the branch where the block was changed.
Block type	The type of block that has been changed.
Action	The action that was taken when changing the block. Actions include: Insert (a block was applied) Update (a block was changed, ex. a note was added) Delete (a block was deleted)