Patron Notices (UXPROD-18)

[UXPROD-4464] Patron notices for reminder fees for German Libraries. Delete manual patron block Created: 12/Sep/23  Updated: 06/Feb/24

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

Type: New Feature Priority: P2
Reporter: julie.bickle Assignee: Charlotte Whitt
Resolution: Unresolved Votes: 0
Labels: hebis-out-of-scope, new_notice, patron_notice, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Skärmavbild 2023-04-13 kl. 3.01.54 em.png     Microsoft Word hebis_Reminder fees - minimal Requirements_20230213.docx    
Issue links:
Blocks
is blocked by UXPROD-2015 Hebis (Poppy): Implement Reminder Fee... Closed
is blocked by UXPROD-4159 Hebis: Implement Reminder Fees for Ge... Closed
Defines
is defined by UIU-2677 Create permission for viewing "Blocke... Open
is defined by UIU-2589 Create "Patrons Blocked Due to Remind... Open
is defined by CIRC-1924 Settings. Overdue fine policy. Remind... Draft
is defined by MODFEE-306 Delete manual patron block for item w... Draft
is defined by CIRC-1971 Settings. Overdue fine policy. Remind... Blocked
Gantt End to Start
has to be done before UXPROD-4181 Hebis. Loans prepare a file to print ... In Review
Gantt Start to Start
has to be started together with MODFEE-345 Hebis: BE | Add "Reminder fee" sub-se... Closed
has to be started together with MODFEE-356 Hebis: BE | Add extra data elements t... Closed
has to be started together with UICIRC-931 Hebis: Add "Reminder fee" sub-section... Closed
Relates
relates to UXPROD-4003 2nd iteration. Implement Reminder Fee... Open
Release: Not Scheduled
Epic Link: Patron Notices
Analysis Estimate: Very Small (VS) < 1day
Analysis Estimator: Charlotte Whitt
Front End Estimate: Small < 3 days
Front End Estimator: Charlotte Whitt
Back End Estimate: Medium < 5 days
Back End Estimator: Charlotte Whitt
Report Functional Area(s):
Resource Access
PO Rank: 0
Rank: Cornell (Full Sum 2021): R5

 Description   

Current situation or problem:
Reduced scope for the German reminder fees (2/13/2023):

hebis_Reminder fees - minimal Requirements_20230213.docx

:

  • Reminders will always have a fee. Standard patron notices are sufficient to handle reminders exempt from charges.

Once  UXPROD-2015 Closed has been implemented, patrons will need to be informed. This features covers how they can be informed via email notices.

Assumptions:

  • Proposed solutions/stories are based on the mock-up in UXPROD-2015 Closed : 3-reminder-fees-update.jpg, and assumes that that UI will be completed before work on this feature starts. If the UI differs from this mock-up, then this feature may need re-writing.
  • This feature only covers email notices.
  • This feature only covers notices when the fees are charged, not when the fees are paid/actioned upon.
  • One notice will be sent per fee/fine.
  • I don't know of any additional tokens that hebis required. Are other requests in scope?
    • GBV would like to know, whether there is a request/hold on the item (yes/no). The problem with that is: This information is not stored on the loan, but calculated in the UI, so there are performance concerns there.

 

Proposed solution/stories

  • Add business logic to cancel a scheduled Reminder fee notice: MODFEE-322 Closed
  • Add business logic to delete manual patron block for item when reminder fee(s) paid: MODFEE-306 Draft
    • Charlotte Whitt confirmed with Hebis (5/16/2023) that the conditions are: A scheduled Reminder fee notice does NOT get sent out:
          • IF the item is returned + any fees are paid? (i.e. balance= 0.00)
      • only if the item is returned? - this is aligned with how the jira stories are written up

 

Links:

More documentation:



 Comments   
Comment by Khalilah Gambrell [ 31/Jan/24 ]

Hey  Charlotte Whitt - which Dev team should be assigned to this feature?

Comment by Charlotte Whitt [ 06/Feb/24 ]

At this point there is no development team which has been assigned to do this work. When funding is in place, we probably know more. This work is not scheduled for any flower release, Khalilah Gambrell

Generated at Fri Feb 09 00:40:08 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.