Issues
- Refund paid fees/fines and create report (R1 2021 work split from Q3 2020 work)UXPROD-2717Resolved issue: UXPROD-2717Holly Mistlebauer
- Wait for POC of Elastic Search - Round estimated search result hit count (totalRecords)UXPROD-2623Resolved issue: UXPROD-2623Jakub Skoczen
- Loan: Claimed Returned - AGED TO LOST Fee/Fine work for SET COSTUXPROD-2574Resolved issue: UXPROD-2574Holly Mistlebauer
- Agreements | Local KB | Support adding custom data to URLs for resources in AgreementsUXPROD-1759Resolved issue: UXPROD-1759Owen Stephens
- CRUD for EDIFACT Invoice Field Mapping ProfilesUXPROD-1381Resolved issue: UXPROD-1381Ann-Marie Breaux
- Refund paid fees/fines and create report (mostly finished in Q3 2020 but not released)UXPROD-106Resolved issue: UXPROD-106Holly Mistlebauer
Refund paid fees/fines and create report (R1 2021 work split from Q3 2020 work)
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Rank: FLO (MVP Sum 2020)
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Activity
Holly Mistlebauer December 1, 2020 at 7:08 PMEdited
Holly discussed this with Cate via Slack, but here is a summary...
The original feature was https://folio-org.atlassian.net/browse/UXPROD-106#icft=UXPROD-106 (Refund paid fees/fines and create report). This feature was going to be mostly completed in Q3 2020, except for the report and one other part, so I split https://folio-org.atlassian.net/browse/UXPROD-106#icft=UXPROD-106 and made https://folio-org.atlassian.net/browse/UXPROD-2717#icft=UXPROD-2717 (Refund paid fees/fines and create report (R1 2021 work split from Q3 2020 work)).
At the very last minute, we decided that the Refund option was too buggy so we grayed out the Refund option in Honeysuckle so that the code would not be used. I then renamed https://folio-org.atlassian.net/browse/UXPROD-106#icft=UXPROD-106 to Refund paid fees/fines and create report (mostly finished in Q3 2020 but not released).
The end result is that we have two refund features with a Fix Version of R1 2021.
Sorry for the confusion!
Cate Boerema October 5, 2020 at 8:39 AM
Hi @Holly Mistlebauer. Can you make it a little clearer which Q3 issue this was split from? I am finding the "Merged" note at the top of the issue a bit confusing. If you could just add one line like "This issue was split from UXPROD-XYZ" at the top, that would be helpful.
Please also make sure that you tag the original issue with "split". Here are the instructions for splitting issues: https://docs.google.com/presentation/d/1ZqA34rfHQxNqM5QuBvD3kY8gLRpdqD5co-cK0vkY2NU/edit#slide=id.g886e35cd8f_0_5
Thanks much!
Merged on July 20, 2020
UXPROD-844: Fees/Fines in-app report: Refunds to process manuallyClosed (Fees/Fines in-app report: Refunds to process manually) was merged with UXPROD-106: Refund paid fees/fines and create report (mostly finished in Q3 2020 but not released)Closed (Refund paid fees/fines) to create UXPROD-106: Refund paid fees/fines and create report (mostly finished in Q3 2020 but not released)Closed (Refund paid fee/fines and create report). Note: This was done because of the constant misunderstanding that the report wasn't a high priority although it was part of the thin-thread workflow.
On July 11, 2019 UXPROD-106 Refund paid fees/fines was split into two issues:
https://folio-org.atlassian.net/browse/UXPROD-106#icft=UXPROD-106 Refund paid fees/fines (this is a basic refund, including a patron notice but excluding an automated feed to the bursar)
UXPROD-1876 Use fee/fine refund to pay other fees/fines
Some details...
Attachment Refund Fees_Fines - Processing.png contains the details of this feature as determined by the RA SIG to date. We will be revisiting this feature before the user stories are written.
A refund will be started by locating the fee/fine to refund starting from User Information and going to Fee/Fine History. The fee/fine to refund (or can do several at once) will be selected and then the refund modal will appear (as shown by attached image Refund Fees_Fines - Transaction.png).
If the patron owes other fees/fines they will be presented as for possible payment using the refund (as shown by attached image Refund Fees_Fines - Pay Other FFs.png).