How do I change a due date on a checked out item?

Answer

If you need to change the due date on an item checked out to a patron, use the Manage Patron Services option in the Fulfillment menu. (Remember, your location must be set to a Circulation Desk.)

Search for the user by ID or name and select their account.

Alma screenshot of Manage Patron Services search for Baggins, Bilbo

View the loan that needs to be updated, and use the More Actions [...] to select Change Due Date. 

Alma screenshot of patron services with arrow to more actions and change due date

Select the new due date and hit Change Due Date

Alma screenshot of change due date screen

You will receive a green popout box to confirm the due date change was successful. 

Alma screenshot confirmation of change due date with arrows

If the change was unsuccessful, check: 

  • Whether the new due date is past the patron's expiration date. A due date cannot extend past the user's expiration date. Refer to an Access Services Lead or Systems Administrator for assistance. 
  • Whether there are outstanding hold requests on the item. 

If you do not see the "Change Due Date" in the more actions menu, check to make sure that you are in the Manage Patron Services view. (Do not view the user from a User Search for this type of action.)

  • Last Updated Jun 06, 2021
  • Views 273
  • Answered By Emily Bond

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Comments (1)

  1. Note: if you want Alma to automatically send the user a notice that the due date has changed, use the checkboxes on the left to select any items and then select the "Change Due Date" link above the item table.
    by Jeff Karlsen on Aug 12, 2021