Issues
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- Globally unique identifiers in consortia acquisitionsUXPROD-4207Resolved issue: UXPROD-4207Joseph Reimers
- Managing unique identifiers in acquisitions recordsUXPROD-4137Resolved issue: UXPROD-4137Joseph Reimers
- Add tenant code to tenant profileUICONSET-6Resolved issue: UICONSET-6Joseph Reimers
- Consortia - enforce unique acquisition unit name consortium-wideUIAC-65
- [BE] Add tenant code to tenant profileMODCON-26Resolved issue: MODCON-26Siarhei Hrabko
Modify how default 'Fee/Fine Owner Desk' is set on Pay Fee/Fine modal
Description
Environment
Potential Workaround
Attachments
relates to
Checklist
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Activity
Holly MistlebauerJanuary 27, 2022 at 5:23 PM
We ended up not doing Scenarios 1 and 2, but the rest work fine...thanks...
Ann-Marie BreauxJanuary 4, 2022 at 10:06 PM
Changed release from "R1 2022" (not being used) to "Lotus R1 2022"
Holly MistlebauerNovember 23, 2021 at 10:34 PM
: Hi! Sorry for the delay in getting back to you. The Fee/Fine Owner Desk is the same as the Fee/Fine Owner. We changed the name of the field slightly to make it clear that the patron is at the desk of a fee/fine owner. Does this make sense? Please let me know if you have further questions.
Thanks,
Holly
Isela García BravoNovember 19, 2021 at 1:36 AM
Hi :
I have the next question:
Scenario 1 and 2: (Pay one fee/fine)
The Pay Fee/Fine modal don't have field Fee/fine owner desk
Question: In this case, the pay is with the same fee/fine owner or the Fee/fine owner the Service point is associated with?
Fee/fine details:
New Fee/fine page (Charge and Pay Now):
OVERVIEW:
Completed JIRA issue covered identifying the default Fee/fine owner desk for a user by taking the user's Service point preference and associating it to a Fee/fine owner using the Settings>Users>Fee/Fine: Owners table. This process worked well for awhile, but then quit working because FOLIO introduced a new way for a logged in user to easily switch between Service points when they work at multiple locations. Holly made this a User Story instead of a Bug because she is expanding the usage of Fee/fine owner desk to be used for payment of a single fee/fine instead of just multiple fees/fines.
The attached document Default-FF-Owner-Modifications.pdf explains the new process and how it impacts Fees/Fines in two ways:
1) Where we set the default Fee/Fine Owner within the New Fee/Fine process.
2) Where we set the detault Fee/Fine Owner Desk with the Pay Fee/Fine when paying fees/fines owed to two or more different Fee/Fine Owners.
This JIRA issue addresses #2 above; #1 is addressed by .
In summary...
This is what we do now:
This is the change:
As said above, this is explained in detail in attached document Default-FF-Owner-Modifications.pdf.
SCENARIOS:
Scenario
Given user has selected to pay one fee/fine via Fee/Fine History or Fee/Fine Details options
When preparing Pay Fee/Fine modal to open
Then...
Add new field Fee/fine owner desk as shown in attached mock-up Update-pay-ff-modal.jpg (this field already exists on modal when paying multiple fees/fines)
Determine default value to set new field Fee/fine owner desk to on Pay Fee/Fine modal by...
Identifying the logged in user's current Service point (see attached screen print screenshot-2.png)
Using that Service point to search the table at Settings==>Users==>Fee/fine: Owners to determine which Fee/fine owner the Service point is associated with
Scenario
Given user has selected to pay one fee/fine via Charge and Pay Now option on New Fee/Fine page
When preparing Pay Fee/Fine modal to open
Then...
Add new field Fee/fine owner desk as shown in attached mock-up Update-pay-ff-modal.jpg (this field already exists on modal when paying multiple fees/fines)
Determine default value to set new field Fee/fine owner desk to on Pay Fee/Fine modal by...
Identifying the logged in user's current Service point (see attached screen print screenshot-2.png)
Using that Service point to search the table at Settings==>Users==>Fee/fine: Owners to determine which Fee/fine owner the Service point is associated with
Scenario
Given user has selected to pay multiple fees/fines via Fee/Fine History multi-select option
When preparing Pay Fee/Fine modal to open
Then determine default value to set Fee/fine owner desk to on Pay Fee/Fine modal by...
Identifying the logged in user's current Service point (see attached screen print screenshot-2.png)
Using that Service point to search the table at Settings==>Users==>Fee/fine: Owners to determine which Fee/fine owner the Service point is associated with
Scenario
Given searched the table at Settings==>Users==>Fee/fine: Owners to determine which Fee/fine owner desk the Service point is associated with (Scenarios 1, 2 and 3 above)
When associated Fee/fine owner found in table
Then...
Set Fee/fine owner desk on Pay Fee/Fine modal to that drop-down value, making other values available for selection
Build 'Payment methods' drop-down list using default Fee/fine owner desk values at Settings==>Users==>Fee/fine: Payment methods
Open the New Fee/Fine page
Scenario
Given searched the table at Settings==>Users==>Fee/fine: Owners to determine which Fee/fine owner the Service point is associated with (Scenario 1)
When associated Fee/fine owner NOT found in table
Then...
Do not set a default value for Fee/fine owner desk on New Fee/Fine page
Open the New Fee/Fine page
IMPORTANT NOTE:
The user could change their set Service point at any time, so may need to reset it.