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Find Patron in Wandoo Reader

Wandoo Reader’s Find Patron Tool can help you manage your patron's involvement in your reading programs, by awarding prizes, log on behalf of the patron, register them into new programs, etc..   

Use the filters to find the patron ticket you want to work with.  

(Please note that if they have not completed their registration, some search items will not be available.  For example: if a parent has not clicked the 'Activate my child's account now', then they have not completed the First Name, Last Name, Grade, School, Location, etc..)

 

Edit

From the patron ticket, you can edit the patron record.  

If the patron is registered for multiple ongoing programs at the same time, you can choose which program-specific patron record you want to update.  

This is necessary because each program may have different custom questions. The general patron information (Name, birthdate, email) will be edited for all programs. All other information on the patron record is considered program-specific and updating it for one program will not affect the others. 

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Delete

You can delete a patron if you have the appropriate permissions, although we highly recommend not doing so unless it is a test patron or the actual patron requests to be deleted.   

Note: Once the patron is deleted, there is no recovering the data lost.  

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Log Quantity

To View, Edit and Delete a patron's log history for programs they have participated in, click on the log quantity field. If no quantity is listed, then this patron has not logged any reading.  If the patron is enrolled in multiple active programs, the system will note that with "Multiple Log Types".  Clicking this total will open a list of active programs the patron is enrolled in, or if the patron is only in one active program, then the Log Modal will pop up.  

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Challenges

If your patron has participated in a program that included challenges, you can View, Edit and Delete their challenges by selecting the challenges quantity link. Clicking the Challenges total will open a list of active programs the patron is enrolled in, or if the patron is only in one active program, then the Challenge Modal will pop up.  

Note: Log Quantity based challenges cannot be deleted from this view.

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Active Programs 

Clicking on Active Programs quantity will display what active programs (programs that have not ended yet) that this particular patron is registered for. 

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Past Programs 

Clicking on the Past Programs quantity will display a list of the past programs (programs that have expired) that this particular patron has registered for previously. 

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Prizes Owed 

Clicking on Prizes Owed quantity will display the same prize award pop-up module as the "Award Prize" option.  

This option allows you to award prizes that a patron has become eligible for by their participation in your reading program (by completing certain challenges or logging a set amount of reading). 

From this pop-up module, you can see the prize history for this patron (ex. Total Prizes, Prizes Owed, Prizes Redeemed) as well as award the patron their eligible prize.   

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Add Entry 

This option is used to add a reading and challenge logs, on behalf of the patron.

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Award Prize 

This option allows you to award prizes that a patron has become eligible for by their participation in your reading program (by completing certain challenges or logging a set amount of reading). 

From this pop-up module, you can see the prize history for this patron (ex. Total Prizes, Prizes Owed, Prizes Redeemed) as well as award the patron their eligible prize.   

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Register 

You can register a patron for a new program by clicking the register button. A list of all the programs for which the patron is eligible will be displayed.   

  • Using the Register button, from the patron record here, is a great "shortcut" to registering a current patron, without having to re-enter the patron ID information (Name, Username, etc.) 

  • Learn more about Patron Registration here 

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Custom Fields
  • Applicable To: All Users
  • Attachments: No
  • Summary: How to find patrons and maintain their records from the staff side.
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