New permission for allowing FOLIO user to mark a fee/fine as transferred

Description

Current situation or problem:

FOLIO does not currently have a permission specifically designated to allow for FOLIO users to mark a fee/fine as transferred. Such a permission needs to be created.

In scope

  • UI work such that the option to select Actions > Transfer for a fee/fine is available only if the logged in user has permission to mark a fee/fine as transferred

  • Back end work such that marking an account as transferred by posting to accounts/{id}/transfer is only possible if the user has permission to mark a fee/fine as transferred

Out of scope

  • Additional changes to transfer workflow

  • Permission changes to access Settings > Transfer accounts or Settings > Transfer Criteria

Use case(s)

  • Library A wishes to allow all five full-time staff at their desk to accept payment for fines. But, there is special training required to work with the bursar systems, so only the desk manager is allowed to transfer fines to the bursar.

Proposed solution/stories

  • UI work - UIU-2783

  • Backend work to be written by development team

Links to additional info

  • Note that this feature is only about the ability to mark a fine as transferred by using the existing menu options of "Actions > Transfer" and not about controls for Settings > Users > Transfer Criteria itself

Questions

Priority

Fix versions

None

Development Team

Volaris

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

Checklist

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Reporter

PO Rank

0

Rank: Cornell (Full Sum 2021)

R2

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Created January 17, 2023 at 6:56 PM
Updated January 8, 2025 at 10:48 PM
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