Remove Outreach Information Wizard

The Remove Outreach Information wizard is used to permanently remove the outreach information associated with an outreach user. Complete the following steps to remove outreach information.

To remove outreach information

In the Outreach Information and Maintenance group, click the Remove Outreach wizard.

In the User Search window, scan the user’s barcode, or specify one or more search criteria and text on which to search, using the Index field and the Keyword and Browse searches. If available, you can click Current to accept the most recently viewed or modified user.

You can restrict your user search to a certain library, or library group, by selecting the library’s name, or library group name, in the Library list.

Click Search.

If a list of matching user records appears, select a user, and click Display Outreach.

In the Remove Outreach Information window, review the user’s information to make sure this is the outreach user information that you want to remove. Click Remove Outreach Information to remove the outreach record.

After removing the outreach information, select one of the following.

•

Remove Another Outreach User to return to the User Search window so you can search for another user to remove.

•

Return to List to return to the list of Outreach users.

•

Close to exit the wizard.

If a user should not receive outreach services for the foreseeable future, use the Modify User wizard to clear the Active Status check box in the user record’s Outreach tab. (You can also use the Modify Route wizard and its Modify Outreach User tool to clear the Active Status check box in the user record’s Outreach User tab.) The outreach record will remain attached to the user record and may be reactivated if this user should require outreach services in the future.

You can use the Purge User Records Report (Purgeoutreach) report to automatically remove outreach information for deleted user records and from inactive outreach users.