Add a new notice type for a policy

To add a notice type for a particular notice policy:

1. From the Module Menu select Maintenance, Circulation, Policies and then Notice Policies.
2. Select the policy you want from the list.
3. If you click Use default values then the notice types are inherited from the default policy and cannot be changed. To add a new notice type for the selected policy you must first clear Use default values.
4. Click Add to add a new notice type for the selected policy.
5. If there are records linked to the policy then you'll be prompted whether you want to update the existing policy or create a new one and deactivate the existing one.        
   • Click Update if you want to update the existing policy. The records linked to the policy will be updated.
   • Click Create New if you want to create a new policy. The records linked to the existing (deactivated) policy will not be updated.
6. Select the notice type. In the dropdown list you'll only see the types that have not already been added for this policy.
7. Click Add and set up the details you want (click here for details). You can add multiple levels for each type if you wish. Typically you might do this for overdue notices.
8. Click Update.
9. Click Save or Save & Close.

Edit a notice type for a policy

To edit an existing notice type for a particular notice policy:

1. From the Module Menu select Maintenance, Circulation, Policies and then Notice Policies.
2. Select the policy you want from the list.
3. If you click Use default values then the notice types are inherited from the default policy and cannot be changed. To edit a notice type for the selected policy you must first clear Use default values.
4. Click Edit for the notice type you want to change.
5. If there are records linked to the policy then you'll be prompted whether you want to update the existing policy or create a new one and deactivate the existing one.        
   • Click Update if you want to update the existing policy. The records linked to the policy will be updated.
   • Click Create New if you want to create a new policy. The records linked to the existing (deactivated) policy will not be updated.
6. Do any of the following.
   • Click Add to add a new level and set up the detail you want (click here for details). You can add multiple levels for each type if you wish. Typically you might do this for overdue notices.
   • Click Edit to make changes to an existing level.
   • Click Delete to delete an existing level.
7. Click Update.
8. Click Save or Save & Close.

Delete a notice type for a policy

To delete an existing notice type for a particular notice policy:

1. From the Module Menu select Maintenance, Circulation, Policies and then Notice Policies.
2. Select the policy you want from the list.
3. If you click Use default values then the notice types are inherited from the default policy and cannot be changed. To delete a notice type for the selected policy you must first clear Use default values.
4. Click Delete for the notice type you want to change.
5. If there are records linked to the policy then you'll be prompted whether you want to update the existing policy or create a new one and deactivate the existing one.        
   • Click Update if you want to update the existing policy. The records linked to the policy will be updated.
   • Click Create New if you want to create a new policy. The records linked to the existing (deactivated) policy will not be updated.
6. Click Save or Save & Close.