Patron Notices (UXPROD-18)

[UXPROD-4001] Create a new patron notice policy trigger, to configure a template for paying automated overdue 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
clones UXPROD-4000 Create a new patron notice policy tri... 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 overdue 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 and necessary workflows accordingly.

In scope:

  • FE: Update the patron notice template category to “Automated fee/fine action” (done already in another feature?)
  • FE: Add new patron notice policy fee/fine trigger: "Overdue fine action (pay, waive, refund, transfer or cancel/error)”
    • @SIG: Name ok?
  • FE: Send notice checkbox when actioning on an aged to lost fee/fine.
  • BE: Create a notice context for actioning on an aged to lost fee/fine.
  • BE: Populate the notice template, with the data provided by the context. 

Out of scope

  • New tokens

Questions


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