Patron Notices (UXPROD-18)

[UXPROD-2195] Send patron notices for user initiated fee/fine events - transfer, waive or cancel Created: 12/Dec/19  Updated: 16/Sep/20  Resolved: 21/Feb/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Patron Notices

Type: New Feature Priority: P2
Reporter: Darcy Branchini Assignee: Darcy Branchini
Resolution: Done Votes: 0
Labels: None
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to MODFEE-19 Send patron notice for waiver of fee/... Closed
relates to MODFEE-20 Send patron notice for transfer of fe... Closed
relates to MODFEE-21 Send patron notice for cancellation o... Closed
Potential Workaround: Holly: For the MVP, if a fee/fine is waived or cancelled the staff member can print the screen as a "receipt" for the patron. (Transfers won't be fully functioning in the MVP.)
Epic Link: Patron Notices
Development Team: Vega
Rank: Chicago (MVP Sum 2020): R4
Rank: Lehigh (MVP Summer 2020): R4

 Description   

Extension of UXPROD-1588 Closed .

Purpose/Problem:
When UXPROD-1588 Closed developed, only payment and a new fee/fine charge were addressed. There are other "actions" that can be taken on a fee/fine, including transfer, waive and cancel/error. Right now (Jan 2020), UI has already been developed that gives a FOLIO operator (library staff) the option to "notify patron" as a checkbox during the processing of one of these actions. In developing this feature, the notice would actually be sent when this checkbox is checked. Each linked story below shows a screenshot of this checkbox.

Description:
Send patron notices for transfer, waive or cancel (error) fee/fine "actions."

Implementation Thoughts:
This has already been developed for payment which is another type of "action." Since this solution is using the same template for payment, waive, transfer or cancel, it seems this wouldn't be too complicated to implement. Eventually, a longer term solution should include a way to configure different templates for different actions.



 Comments   
Comment by Cate Boerema (Inactive) [ 18/Dec/19 ]

Darcy Branchini is this split from cap-mvp feature? If so, it needs the cap-mvp-split label

Comment by Darcy Branchini [ 24/Jan/20 ]

Cate Boerema, this was overlooked when the feature UXPROD-1588 Closed was initially logged and completed. I don't believe it's cap-mvp, but Holly Mistlebauer might feel differently. Also, the UI is already there so that might be confusing to the user if it's not functional.

Comment by Cate Boerema (Inactive) [ 27/Jan/20 ]

Thanks Darcy Branchini. Looks like folks are ranking this and, as you said, it doesn't seem like a top priority to those who have ranked.

Where is the non-functional UI? We might want to hide that until the functionality is actually working.

Comment by Darcy Branchini [ 28/Jan/20 ]

Cate Boerema, each of the linked stories show the non-functional "notify patron" checkbox. It appears in the modal during the processing of a transfer, waive or cancel and it doesn't do anything at this time. Holly Mistlebauer, are you okay with hiding this checkbox temporarily until we can get to this feature?

Comment by Holly Mistlebauer [ 02/Feb/20 ]

Cate Boerema and Darcy Branchini: The workaround isn't bad. If a fee/fine is waived or cancelled the staff member could print the screen as a "receipt" for the patron. (Transfers won't be fully functioning in the MVP.) I'm o.k. with this if the implementing sites are.

Comment by Darcy Branchini [ 03/Feb/20 ]

Holly Mistlebauer, Vega needed some backend work and these stories are ready, so we'll go ahead with at least waive and cancel now. Since transfers won't be fully functioning, should we skip those for now? Or can they still implement notices for what's there already?

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