Steps to modify due date in Voyager at time of charge or for an item already charged
- Product: Voyager
- Relevant for Installation Type: Multi-Tenant Direct, Dedicated-Direct, Local, TotalCare
Question
Steps to modify the due date at time of charge or for an item already charged to a patron's account.
Answer
If you need to modify the due date for an item at the time of charge:
- Library staff are logged into the Voyager Circulation client.
- Verify the patron's identity following your library's policies.
- Click the Charge button; this will open the Charge screen.
- Enter the patron barcode, or click the ellipse button (...) to search for the patron by name, institution ID, or Voyager patron ID.
- Basic patron information will then populate the Charge screen. Double-check the appropriate patron record was retrieved.
- Enter the item barcode, or click the ellipse button (...) to search for the item by title, OCLC number, call number, keyword, etc.
- After the charge is complete, note that the item's charge data displays at the bottom of the charge screen.
- Right click on the item in the list of charged items and choose "Modify Due Date..."
- The Modify Due Date window will open. Type the new due date/time, or click the ellipse button (...) to select the date from the calendar.
- Click OK to apply the new due date/time.
If you need to modify the due date for an item already charged to a patron's account:
- Library staff may use the "Renew" button within the Charged Items Index.
- If the patron is eligible to renew the item, the due date will be advanced based on the permissions in SysAdmin.
- If the patron is not eligible to renew the item, library staff may be prompted to grant override permissions, during which they can select the new due date.
- Library staff may open the Charge screen, and re-charge the item to the same patron.
- Discharging the item before re-charging is not required; Voyager will treat subsequent charges of an item already-charged to the same patron as a renewal.
- Library staff may be prompted to grant override permissions if the item has reached a renewal limit using this method.
- Follow the directions above for modifying the due date at time of charge.
- Discharging the item before re-charging is not required; Voyager will treat subsequent charges of an item already-charged to the same patron as a renewal.
- Article last edited: 04-Jun-2020