Ho ho hoping to get your books back before the break?

We’re dashing through the snow to winter break! Don’t wait for the books to come down your chimney — send out the Coming Due Items Notice.

Coming Due Items Notice

1. Go to Operations > Notices.
2. Click Add notice.
3. On the templates window, go to Items Out > Coming Due Items Notice.
   a. Turn on the previews to see examples of each of the formats!
4. Click Create.
5. On the Overview tab, customize your new report’s name and add any helpful notes. You can also view examples of the different formats, and set the report to run on a schedule.
6. To have the report run automatically on a schedule, check the Schedule box, then set your desired Frequency and around what time you want the report to run.
7. On the Selections tab, click on the arrow to the right of the Patrons with Items Due selection. Then click on Date Range.

8. Leave the first date field blank (this way, overdue items will be included as well).
9. Enter your ending date in the second date field. We suggest making this the last day before break.
10. Make any other necessary selections (policy, grade, homeroom, etc).
a. If you are not seeing a specific selection you want to use, check Show Additional at the bottom of the window.
11. On the Options tab, choose in which format you’d like to send the notices, and customize the checkboxes and notice text.
12. Click Save. If you would like the report to run at that time, you can also click Run.

If you are choosing the email format, you will need to ensure your Email Preferences are set up correctly. All other formats can be retrieved by going to Operations Management or using the Message Drawer to download and print the report.

Have questions? Reach out to our stellar support team at (800) 347-4942 · support@companioncorp.com for help!