Copy User Wizard

The Copy User wizard transfers data from non-unique fields into a new user record. This wizard is useful when registering an entire family if the address information is the same. The Copy User wizard saves keystrokes.

1. Click the Copy User wizard.
   
   
   
   
2. Lookup the desired User to copy.
3. Click OK. The Copy User: Clone/Copy User window opens.
   
   
   
   
4. Enter the new Patron ID.
5. Click OK.
   
   
   
   
6. Enter the name of the new user.
7. Click the Privilege tab. Change PIN to the last 4 digits of the user's phone number. Enter an override.
8. Click the Demographics tab.
   
   
   
   
9. Change User Cat3 to the correct sex.
10. On the same screen MAKE SURE YOU CHANGE THE BIRTHYEAR!
11. Click the Addresses tab to enter a different e-mail address.
12. Click the Extended Info tab to enter the correct birthdate.
13. Click OK.
14. Review the next step options:
    
    Clone/Copy This User to Another
    Review User Record
    Make More Changes
    Close

Winnefox Library System | 106 Washington Avenue | Oshkosh, WI 54901-4985 | 920-236-5210

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