How to require a household to review their information on Webtrac?
RecTrac 3.1.10.21.00
Table of Contents
Problem
We want to require patrons with existing WebTrac accounts to review their information before login every six months. Where do we enable that requirement?
Solution
You can enable this feature from the WebTrac Parameters by setting the desired review period using the "require household information review every x days" field.
Steps For Solution
- From the RecTrac main menu, go to Profile Assignments.
- Highlight the WebTrac Parameters profile linked to the WWW user.
- Click Update.
- Expand the Misc Settings group.
- Set Require household information review every X days to the number of days you would like customers to review their household information.
- Click Save.
Patrons with existing Webtrac accounts will now be required to review their information upon their next login once the desired amount of days has passed.