Creating and Resolving Borrower Blocks

A block is a flag/pop-up that stops you from checking out items to a borrower. Blocks are notes or fees related to the borrower. If you want to see what blocks a person has, go to Check Block and Payment History.

Fee Blocks

Creating Manual Fee Blocks

Search for Borrower in the CKO window.
Go to Blocks > Add Fee from the top menu of Horizon.
Select the type of fee being applied.
Press OK.
Enter the amount of the fee. (“$” is not required.)
(Optional:) Enter a comment.
If the fee involves an item, it is strongly recommended to include the end of the barcode in the comment.
Select an action:
None: add fee but take no other actions.
Print: add fee and print a receipt.
Review: add fee and put a notice in the Notice for Review window.
Press OK.

Paying Off Fee Blocks

Scan borrower card (or search for borrower) into the CKO window; it will automatically open the block window if fees exist.
(Optional:) Select the specific fees being paid.
Press the Payment button at the bottom of the window.
(Optional:) Adjust the amount being paid if less than the sum of the fees.
(Optional:) Enter a comment.
(Optional:) Enter a check number.
Press OK.

Waiving Fee Blocks

Scan Borrower card in the CKO window; it will automatically open the block window if fees exist.
(Optional:) Select the specific fees being waived.
Go to Blocks > Waiver from the top menu of Horizon.
(Optional:) Adjust the amount being waived if less than the sum of the fees.
(Optional:) Enter a comment.
Press OK.

Note Blocks

Creating Note Blocks

Scan the borrower card into the CKO window.
Go to Blocks > Add Note from the top menu of Horizon.
Select the type of note being added.
Press OK.
(Optional:) Provide a comment for the note block. Without this, only the type of note is visible with no additional information.
Select an action:
None: add note but take no other actions.
Print: add note and print a receipt
Review: add note and put a notice in the Notice for Review window.
Press OK.

Deleting Note Blocks

Scan Borrower card in the CKO window; it will automatically open the block window if notes exist.
Select the note block to be deleted.
Go to Blocks > Delete from the top menu of Horizon.
Press OK.

Refund Credit Blocks

Scan Borrower card in the CKO window; it will automatically open the block window if notes exist.
Hit Cancel on the Offset fines dialog if it pops up.
Select the credit block to be deleted.
Go to Blocks > Refund from the top menu of Horizon.
And a comment or check number if you want.
Press OK.

Report abuse