Extend patron notices to print
Description
Priority
Fix versions
None
Development Team
Volaris
Assignee
Solution Architect
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2
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Molly Driscoll March 23, 2023 at 1:15 PM
Thank you, ! MOBIUS has some libraries that will email a billing notice, but also need to print a hard copy for their records. I wanted to be sure that requirement was captured here to allow both type (email and print) for the same notice.
julie.bickle March 23, 2023 at 1:02 PM
Ah ok. I assume this feature would cover all kind of patron notices.
Molly Driscoll March 23, 2023 at 12:59 PM
I'm referring to billing notices to patrons when they are billed for replacement of lost items.
julie.bickle March 23, 2023 at 9:12 AM
This feature covers the printing of notices, not of invoices (or bills?)
Molly Driscoll March 22, 2023 at 8:26 PM
MOBIUS has also asked about if this feature will cover being able to both email and print bills. Does this feature (or another) cover this scenario?
Reporter
Darcy Branchini
Darcy BranchiniPotential Workaround
HK: There are legal requirements in the EU for this. Can most likely wait until Q2 of 2020 as long as it's available in Q3.
PO Rank
75
Analysis Estimator
Darcy Branchini
Darcy BranchiniFront End Estimate
XL < 15 days
Front End Estimator
Kostyantyn Khodarev
Kostyantyn KhodarevFront-End Confidence factor
Low
Back End Estimate
XXL < 30 days
Back End Estimator
Alexander Kurash
Alexander KurashRank: FLO (MVP Sum 2020)
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Created December 4, 2018 at 9:23 PM
Updated February 13, 2024 at 2:03 PM
TestRail: Cases
TestRail: Runs
Purpose/Problem:
Libraries need to be able to print and send notices via snail mail. In some cases, this is due to a mandate, such as a requirement to send final unpaid fee/fine notices via snail mail instead of by email or SMS. In other cases, it is a preference by the library or patron.
Description/Use case:
Define which formats are allowed at tenant level
If print is allowed and user preferences are allowed, then allow users to select print as a preference
Setup notice
Define print template for a specific notice
Setup triggering event/conditions in policy and pull in notice templates
Add to circulation rules
During bulk processing, scan for matching circ rules, notice policies and templates, and print notices
Implementation Thoughts:
Add a print option to notice format configuration at the tenant level
Add a print template to notice templates
Add a notice print format option to notice policies
Allow for printing of these notices in bulk (and schedule when this runs or run it on demand?)
Additional Information
See attached mockup for template ideas (done early in project). It'll depend on whether or not the same template with multiple formats defined will be used where some users/patrons will receive their notices via print and some via email (depending on preferences and settings). If sending email or print are distinct and different use cases or scenarios, then keeping print templates and email templates separate might be a better choice.