Fees/Fines (UXPROD-792)

[UXPROD-389] Fees/Fines Institution Settings Created: 21/Mar/18  Updated: 31/Aug/21  Resolved: 22/Jul/18

Status: Closed
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: Q2 2018
Parent: Fees/Fines

Type: New Feature Priority: P1
Reporter: Holly Mistlebauer Assignee: Holly Mistlebauer
Resolution: Done Votes: 0
Labels: feesfines, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UIU-505 CRUD Fee/Fine Waive Reasons Closed
relates to UIU-543 CRUD Fee/Fine Refund Reasons Closed
relates to UXPROD-988 Fees/Fines Institution Settings for R... Closed
relates to UXPROD-1039 Fee/Fine Settings - Q3 2018 release u... Closed
relates to UIU-193 CRUD Fee/Fine Owners Closed
relates to UIU-198 Manual Fees/Fines Table Closed
relates to UIU-504 CRUD Fee/Fine Payment Methods Closed
relates to UIU-506 Fee/Fine Comment Required Settings Closed
relates to UXPROD-1127 Fees/Fines Settings for Transfers - C... Closed
relates to UXPROD-986 Fees/Fines Institution Settings for T... Closed
Epic Link: Fees/Fines
Front End Estimate: XXL < 30 days
Front End Estimator: Holly Mistlebauer
Front-End Confidence factor: Medium
Back End Estimate: XXL < 30 days
Back End Estimator: Holly Mistlebauer
Estimation Notes and Assumptions: The settings include 5 for Q2. I didn't have time to get estimates from developers, but as a former developer I feel this estimate is reasonable.
Development Team: UNAM
Rank: BNCF (MVP Feb 2020): R1
Rank: Chalmers (Impl Aut 2019): R1
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

For Q2 2018
Manual Fees/Fines Table UIU-198 Closed
CRUD Fee/Fine Owners UIU-193 Closed
CRUD Fee/Fine Payment Methods UIU-504 Closed
CRUD Fee/Fine Waive Reasons UIU-505 Closed
Fee/Fine Comment Required Settings UIU-506 Closed



 Comments   
Comment by Lisa Sjögren [ 20/Jun/18 ]

Hi!

Lisa from Chalmers here, currently busy (as a bee!) filling in the Feature Prioritization Spreadsheet.

Just wanted to double-check that I understand this correctly: does this feature mean that you would be able to have different settings for different institutions using the same installation of FOLIO (eg for a consortium), as opposed to just having one set of fees/fines settings for the installation?

Thank you!

Best regards,
Lisa

Comment by Holly Mistlebauer [ 20/Jun/18 ]

Hi Lisa Sjögren! Interesting question...

What I have lumped together in this issue is for payment methods, transfer account types, transfer criteria, waive reasons, and refund reasons. We were thinking that there would be one setting for the institution, which would be one implementation of FOLIO.

For actual fee and fine amounts, this can be set by library/unit.

It sounds like you need for all fee/fine settings to be configurable by library. Please confirm if this is true.

Thanks for mentioning this.

Best,
Holly

Comment by Lisa Sjögren [ 21/Jun/18 ]

Hi Holly Mistlebauer!

Thank you again for the clarification. At Chalmers, having fees/fines configured at institution (implementation) level works fine.
What confused me was the somewhat different uses of the term "institution" here (equaling implementation) and in the location hierarchy (one implementation can have many institutions).

Best,
Lisa

Comment by Cate Boerema (Inactive) [ 03/Jul/18 ]

Hi Holly Mistlebauer, I was just going through the list of featured targeted for the Q2 release and saw that this one still had the status of In Progress (as opposed to Closed). Are you expecting this to be in or out for the Q2 release?

Comment by Holly Mistlebauer [ 03/Jul/18 ]

Hi Cate Boerema. We implemented some of the institution settings for Q2 and some will be implemented for Q3. Should I make separate issues for the two releases?
Thanks,
Holly

Comment by Cate Boerema (Inactive) [ 04/Jul/18 ]

Hi Cate Boerema. We implemented some of the institution settings for Q2 and some will be implemented for Q3. Should I make separate issues for the two releases?

That would be great, thanks! We are looking to generate an accurate list of what is included in the Q2 release. Thanks much!

Comment by Holly Mistlebauer [ 04/Jul/18 ]

Cate Boerema, this issue has been split...

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