It enables us to record information that we can't easily add using Galaxy, and also get useful borrower stats back.
Just scan or type a borrower number into the box at the top of the screen - you don't need to press the Enter key - and the system will retrieve the borrower record.
If the borrower number is not found on the system, a blank record will be displayed, with a warning at the top that this is a new borrower.
If you find you have got the wrong record up, just correct the number. You can backspace if you want to correct just the last number or two.
Click on the tab for the section you want to update:
you will then see the form for that part of the borrower record.
Make the changes you want, then click on the "Save Changes" button at the bottom of the screen. You must do this before you select another tab, or you will lose the information you have added.
The Ethnic Origins, Concession and Language sections all allow you to select more than one option for the borrower.
The Ethnic Origins and Language sections have the most common options listed, followed by an 'other' option. If you click on 'other' you will get a drop down list of less common options. To select more than one line from the drop down list, hold down the ctrl key when you click the lines you want to select. To remove 'other' languages or 'other' ethnic options from the borrower just untick the 'other' box and Save Changes.