[UXPROD-3967] New permission for allowing FOLIO user to mark a fee/fine as transferred Created: 17/Jan/23  Updated: 30/Nov/23

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None

Type: New Feature Priority: TBD
Reporter: Erin Nettifee Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: enettifee-reviewed, feesfines
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
blocks UIU-2195 Fee/Fine permissions - Review/update ... Blocked
Defines
is defined by UIU-2783 Create permission "Users: Can mark fe... Open
Relates
relates to UXPROD-3903 Update automated transfer process to ... In Progress
relates to UXPROD-105 Future Fees/Fines: Update current aut... Closed
relates to UXPROD-2046 Finalize fee/fine permissions Draft
Development Team: Volaris
PO Rank: 0
Rank: Cornell (Full Sum 2021): R2

 Description   

Current situation or problem:

FOLIO does not currently have a permission specifically designated to allow for FOLIO users to mark a fee/fine as transferred. Such a permission needs to be created.

In scope

  • UI work such that the option to select Actions > Transfer for a fee/fine is available only if the logged in user has permission to mark a fee/fine as transferred
  • Back end work such that marking an account as transferred by posting to accounts/ {id}

    /transfer is only possible if the user has permission to mark a fee/fine as transferred

Out of scope

  • Additional changes to transfer workflow
  • Permission changes to access Settings > Transfer accounts or Settings > Transfer Criteria

Use case(s)

  • Library A wishes to allow all five full-time staff at their desk to accept payment for fines. But, there is special training required to work with the bursar systems, so only the desk manager is allowed to transfer fines to the bursar.

Proposed solution/stories

  • UI work - UIU-2783 Open
  • Backend work to be written by development team

Links to additional info

  • Note that this feature is only about the ability to mark a fine as transferred by using the existing menu options of "Actions > Transfer" and not about controls for Settings > Users > Transfer Criteria itself

Questions


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