Patron Notices (UXPROD-18)

[UXPROD-4000] Create a new patron notice policy trigger, to configure a template for actioning on automated aged to lost fees/fines Created: 30/Jan/23  Updated: 30/Nov/23

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

Type: New Feature Priority: P3
Reporter: julie.bickle Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: patron_notice
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-4001 Create a new patron notice policy tri... Draft
Defines
defines MODFEE-332 BE: Add business logic to send the ap... Draft
defines MODFEE-333 BE: Add business logic to send the ap... Draft
defines MODFEE-334 BE: Add business logic to send the ap... Draft
defines UICIRC-922 FE: Update the patron notice template... Draft
defines UICIRC-923 FE: Add new patron notice policy fee/... Draft
defines UIU-2843 FE: Add "Notify patron" checkbox when... Draft
defines UIU-2844 FE: Add "Notify patron" checkbox whe... Draft
defines UIU-2845 FE: Add "Notify patron" checkbox when... Draft
Issue split
split from UXPROD-2252 Multiple fee/fine charges or actions ... Open
Release: Not Scheduled
Epic Link: Patron Notices
Development Team: Volaris
PO Rank: 0
Rank: Cornell (Full Sum 2021): R2

 Description   

Current situation or problem:

  • Currently, when paying an aged to lost fee/fine, no email notice can be sent out to notify the patron of this action, because there is nowhere to tell FOLIO, which notice template to use.
  • The aim of this feature = Create the settings to do this + update any necessary workflows accordingly.

In scope:

  • FE: Update the patron notice template category to “Automated fee/fine action”: UICIRC-922
  • FE: Add new patron notice policy fee/fine trigger: “Lost item fee(s) action (pay, waive, or transfer)” : UICIRC-923 Draft
  • FE: Add "Notify patron" checkbox when PAYING a lost item fee/fine : UIU-2843 Draft
  • FE: Add "Notify patron" checkbox when WAIVING a lost item fee/fine : UIU-2844 Draft
  • FE: Add "Notify patron" checkbox when TRANSFERING a lost item fee/fine : UIU-2845
  • BE: Add business logic to send the appropriate template when the lost item fee/fine is PAID: MODFEE-332 Draft
  • BE: Add business logic to send the appropriate template when the lost item fee/fine is WAIVED: MODFEE-333 Draft
  • BE: Add business logic to send the appropriate template when the lost item fee/fine is TRANSFERED: MODFEE-334

Questions



 Comments   
Comment by Alice Kalinowski [ 11/Jul/23 ]

Use case scenarios from Stanford for having the ability specifically to have a notice go out when an automated fine/fee is WAIVED:

  • Sometimes people who have fines/fees will reach out to us and provide some sort of explanation (e.g. sick, away from campus unexpectedly) and we’ll waive the fee/fine.
  • Sometimes we’ll accidentally not have properly checked in an item and then it accrues overdue fines which need to be waived as it was our fault.

In these use cases there will almost always involve some sort of communication with the patron who was billed, so a notice isn’t 100% necessary, but it would be nice for them to get confirmation the bill was removed, as we have the ability to do so for manually billed items. Having a checkbox to 'notify patron' and add additional comments would also be nice, and/or possibly having multiple types of templates based on the type of "waive" (e.g. we made an exception for the patron vs. we made a mistake) could also be an enhancement.

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