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Modify how default 'Fee/Fine Owner Desk' is set on Pay Fee/Fine modal

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Description

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:

  1. 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

  2. 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

  3. 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

  4. 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

  5. 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.

Environment

None

Potential Workaround

None

Attachments

7

Checklist

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Details

Assignee

Reporter

Tester Assignee

Priority

Development Team

UNAM

Release

Lotus R1 2022

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Created December 3, 2020 at 8:48 PM
Updated November 14, 2022 at 1:37 PM
Resolved January 27, 2022 at 5:23 PM

Activity

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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):

 

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