Fees/Fines
(UXPROD-792)
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| Status: | Draft |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | None | Parent: | Fees/Fines |
| Type: | New Feature | Priority: | P2 |
| Reporter: | Holly Mistlebauer | Assignee: | Tim Auger |
| Resolution: | Unresolved | Votes: | 0 |
| Labels: | Unassigned-from-Holly, feesfines, stretch_goal_poppy | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Issue links: |
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| Epic Link: | Fees/Fines | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimate: | Small < 3 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | 80% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimate: | Large < 10 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back-End Confidence factor: | 70% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Volaris | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Description |
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The Resource Access SIG requested that we include items that were not billed (aka "Cancelled"). It also makes sense to include items that have "Expired" per the Lost Item Processing Fee Policy setting For lost items not charged a fee/fine, close the loan after <interval>. Holly also noticed that "Billed" items were not showing up either. In Summary, we need to include "Cancelled", "Expired" and "Billed".
Current situation or problem: Scope:
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| Comments |
| Comment by Tim Auger [ 24/Apr/23 ] |
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questions from call with Volaris and Julie on 27 March 2023:
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| Comment by Tim Auger [ 24/Apr/23 ] |
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Irina Pokhylets please let me know what else is necessary before we schedule this. thanks. |
| Comment by Irina Pokhylets [ 25/Apr/23 ] |
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Hi Tim Auger Could you please answer on the following questions: 2. How should be named a filter for not billed items? “Actual cost not billed” or “Cancelled”? 3. Which links should be available in record actions for lost items requiring actual cost on the Circ Log page? |
| Comment by Tim Auger [ 30/Apr/23 ] |
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Irina Pokhylets + Stephanie Buck Adding Steph to confirm/deny my answers... 1. Filter "Billed" already exists for items with set cost and circ action says “Billed”. We are going to add entries with actual costs. In stories descriptions for >>TA: I agree with you Irina Pokhylets. I think it would be better to simply expand on the descriptions within the docs than add qualifications within the application. 2. How should be named a filter for not billed items? “Actual cost not billed” or “Cancelled”? >>TA: I hope cancelled is not the same as not billed. I consider "not billed" the same as "waived fully" Stephanie Buck whatcha think? 3. Which links should be available in record actions for lost items requiring actual cost on the Circ Log page? >>TA: Unless it was specifically requested, I say not. I wanted to look at the logs but unfortunately, access to rancher environment has enough data, I cannot adequately answer this questions |
| Comment by Tim Auger [ 02/May/23 ] |
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https://folio-org.atlassian.net/browse/UXPROD-3894 is the reference. Should be done in Poppy. Anne Ekblad is the PO resource |
| Comment by Stephanie Buck [ 02/May/23 ] |
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Billed: Ensure that the Billed filter is pulling all "billed" data (set cost, actual cost, etc.) Cancelled: We need to add this filter to the Fees/fines accordion Expired: We need to add this filter to the Fees/fines accordion |