Fees/Fines (UXPROD-792)

[UXPROD-1876] Refund enhancement: Implement issue credit for paid fees/fines and apply credit options for outstanding fees/fines Created: 11/Jul/19  Updated: 31/Jan/23

Status: Draft
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: None
Parent: Fees/Fines

Type: New Feature Priority: P2
Reporter: Cate Boerema (Inactive) Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: Current-ff-work, Unassigned-from-Holly, feesfines, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Refund Fees_Fines - Pay Other FFs.png     PNG File Refund Fees_Fines - Processing.png     PNG File Refund Fees_Fines - Transaction.png    
Issue links:
Blocks
is blocked by UXPROD-106 Refund paid fees/fines and create rep... Closed
is blocked by UXPROD-2717 Refund paid fees/fines and create rep... Closed
Defines
is defined by MODFEE-305 Determine how we will handle site tra... Draft
is defined by UX-504 Update/add fee/fine pages due to chan... In Review
Relates
relates to UXPROD-3668 Phase 2 of refund fees/fines Draft
Potential Workaround: Holly: I split UXPROD-106 Refund paid fees/fines into two issues. This part of the refund process is a "nice to have." The workaround is to manually pay other fees/fines with the refund.
Epic Link: Fees/Fines
Front End Estimate: Medium < 5 days
Front End Estimator: Matt Connolly
Front-End Confidence factor: Low
Back End Estimate: Medium < 5 days
Back End Estimator: frances.webb@cornell.edu
Development Team: Vega
Kiwi Planning Points (DO NOT CHANGE): 1
PO Rank: 0
PO Ranking Note: 50.7 is a placeholder for this feature. It was split from UXPROD-106 and needs to be ranked on its own.
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R5
Rank: hbz (TBD): R4
Rank: Lehigh (MVP Summer 2020): R4
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R5

 Description   

IMPORTANT NOTE: Holly ran out of time to finish this feature. As of her retirement on January 31, 2023, she still doesn't have all of the final mock-ups from Kimie. She has asked Kimie to attach the final mock-ups 9r links to the final mock-ups) to this JIRA ticket when they are done. The draft mock-ups and requirements are available at https://docs.google.com/presentation/d/1W8WdH3iDNNuF6IkFKH7sirdc5DuqCtmh/edit?usp=sharing&ouid=109009310759711366749&rtpof=true&sd=true. If you have questions, contact the RA SIG Refund Subgroup on Slack channel #ra-refund-subgroup.

Status as of January 19, 2023...

Status as of September 30, 2022...

On July 11, 2019 UXPROD-106 Closed Refund paid fees/fines was split into two issues:
* UXPROD-106 Closed Refund paid fees/fines (this is a basic refund)
* UXPROD-1876 Draft 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).


 Comments   
Comment by Kimie Kester [ 31/Jan/23 ]

Holly and I reviewed these mock-ups briefly together prior to her retirement.

  1. The mock-ups related to Settings are in:
    FOLIO UX Designs > Settings > Users > Fee/fine
    https://drive.google.com/drive/folders/1TmGCh_L680BKgdZPLvDYfFC-ZzKqs_HC?usp=share_link
  2. The rest of the mock-ups for the Users app and modals are in:
    FOLIO UX Designs > Users > Fees and Fines > Refund processing
    https://drive.google.com/drive/folders/1y2ecCNh_WfnloIE6e_V0Z06nKCP515D2?usp=share_link
Generated at Fri Feb 09 00:19:15 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.