Taiga 561 - Adds section about housebound choosers and deliverers and planning houseb...

diff --git a/source/images.rst b/source/images.rst
index a25f320..deeec55 100644 (file)
--- a/source/images.rst
+++ b/source/images.rst
@@ -1336,4 +1336,10 @@
 .. |image1345| image:: images/admin/globalprefs/stafflogininstructions.png
 .. |image1346| image:: images/patrons/quickadd.png
 .. |image1347| image:: images/patrons/houseboundtab.png
-.. |image1348| image:: images/patrons/houseboundprofile.png
\ No newline at end of file
+.. |image1348| image:: images/patrons/houseboundprofile.png
+.. |image1349| image:: images/patrons/houseboundroles.png
+.. |image1350| image:: images/patrons/houseboundroleschooser.png
+.. |image1351| image:: images/patrons/houseboundrolesdeliverer.png
+.. |image1352| image:: images/patrons/houseboundrolesdeliveries.png
+.. |image1353| image:: images/patrons/houseboundrolesdeliveries1.png
+.. |image1354| image:: images/patrons/houseboundrolesdeliveries2.png
\ No newline at end of file

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diff --git a/source/patrons.rst b/source/patrons.rst
index 603d665..27580f1 100644 (file)
--- a/source/patrons.rst
+++ b/source/patrons.rst
@@ -1875,19 +1875,44 @@ Housebound patrons
 There are three roles a patron can have in regard to housebound
 circulation: borrower, chooser or deliverer.
 
+    **Important**
+
+    In order to use the housebound module, the :ref:`HouseboundModule`
+    and :ref:`ExtendedPatronAttributes` system preferences must be
+    enabled.
+
 .. _housebound-chooser-label:
 
 Chooser
 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 
-.. adding chooser extended attribute to a patron record
+If you have enabled the housebound module, with the
+:ref:`HouseboundModule` system preference, you will see that
+patrons now have a new section in their record called 'Housebound
+roles'.
+
+|image1349|
+
+Click the 'Add' button to mark this
+patron as a 'Chooser'.
+
+|image1350|
+
+The chooser is in charge of choosing the materials for the
+housebound patron.
 
 .. _housebound-deliverer-label:
 
 Deliverer
 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 
-.. adding deliverer extended attribute to a patron record
+In the 'Housebound roles', click the 'Add' button to mark
+this patron as a 'Deliverer'.
+
+|image1351|
+
+The deliverer is in charge of delivering the chosen materials
+to the housebound patron on a specific day at a specific time.
 
 .. _housebound-borrower-label:
 
@@ -1905,6 +1930,7 @@ From there, you can edit their housebound profile information.
 
 - Delivery day: choose which day (or 'Any') the patron prefers to
   receive their delivery.
+
 - Frequency: choose the frequency at which they want to receive
   their deliveries.
 
@@ -1931,6 +1957,7 @@ From there, you can edit their housebound profile information.
 
 - Referral: if the housebound patron has a referral, enter
   it here.
+
 - Notes: enter any other notes that may help the chooser or
   the deliverer.
 
@@ -1941,7 +1968,31 @@ Click the 'Save changes' button to save the housebound profile.
 Coordinating deliveries
 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 
-.. creating deliveries from the housebound profile
+To plan visits, go to the housebound patron's record.
+
+In their housebound tab, you will be able to create deliveries.
+
+|image1352|
+
+Click on 'Add a new delivery'.
+
+|image1353|
+
+Fill out the information :
+
+  - Date: Enter the date of the delivery.
+
+  - Time: Select a time of day for the delivery. The choices are
+    morning, afternoon, or evening.
+
+  - Chooser: Select a chooser who will be in charge of selecting
+    the materials for this housebound patron.
+
+  - Deliverer: Select a deliverer who will be in charge of picking
+    up the materials and bringing them over to the housebound
+    patron.
+
+|image1354|
 
 .. _patron-search-label: