Digital agreements
In Quria, it is possible to demand that patrons sign agreements in order to use the library services. The agreements can be translated and used for different supported communication languages. Guarantors can be allowed to sign agreements. The digital agreements functionality is an add-on module to Quria.
Activation of the Digital agreements module turns on functionality such as creating agreements, making special digital agreement rule settings, organisation settings, patron settings.
The permission Patrons/Delete signed agreements is required to delete signed agreements. The option is available from the context menu of the Agreements tab of the patron details window.
Two types of agreements are supported:
-
General terms and conditions agreements
-
Other agreements that can be customised for different purposes
General terms and conditions agreements
Activation of the general terms and conditions agreement triggers specific functionality in Quria and Arena, for example:
-
Automatic connection to patron accounts when patrons are added
-
Support for digital signing in Arena
-
Possibility to connect patron accounts to new agreements using the Age group transition job
Signing General terms and conditions agreements
Patrons can sign General terms and conditions agreements in the following ways:
-
In Arena, by signing in to a third-party signing provider
-
In Quria, using a sign pad
-
Manual signing of a printed agreement, to be verified and handled by staff
Other agreements
Other agreements can for example be used to regulate Open Library access or other special agreements that the library may want to handle. These agreements are added manually to patron accounts.
Signing other agreements
Patrons can sign other agreements in the following ways:
-
In Quria, using a sign pad
-
Manual signing of a printed agreement, to be verified and handled by staff
Searching patrons
You can filter patrons in Refine search in Patron/Patrons based on having printed agreements. This will help in the process of deleting inactive patrons and when doing so, find the patrons that have printed agreements that need to be handled.
Note: it is not possible to combine Has printed agreement with other agreement properties.
Agreements in Arena
When a patron signs in to Arena, the system checks if the patron has to sign a General terms and conditions agreement. Signature may be required based on one of the following scenarios:
-
The patron has self-registered and not yet signed an agreement.
-
All patrons need to sign an agreement due to an organisational setting in Quria.
-
The patron now belongs to a new age group, and this has triggered that a new agreement must be signed.
If signing an agreement is required, a link to the agreement is displayed, and the patron can either sign digitally from Arena, provided that this option is enabled, or visit the library and sign manually. The agreement and its introductory text are both fetched from Quria.
See also: Circulation and patrons, Digital agreement rules, Digital agreements, Sign pad configuration