Fees/Fines (UXPROD-792)

[UXPROD-986] Fees/Fines Institution Settings for Transfers - Accounts Created: 04/Jul/18  Updated: 31/Aug/21  Resolved: 09/May/19

Status: Closed
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: Q1 2019
Parent: Fees/Fines

Type: New Feature Priority: P5
Reporter: Holly Mistlebauer Assignee: Holly Mistlebauer
Resolution: Done Votes: 0
Labels: feesfines, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-389 Fees/Fines Institution Settings Closed
relates to UXPROD-1127 Fees/Fines Settings for Transfers - C... Closed
relates to UIU-544 CRUD Fee/Fine Transfer Accounts Settings Closed
Epic Link: Fees/Fines
Front End Estimate: Small < 3 days
Front End Estimator: Holly Mistlebauer
Front-End Confidence factor: Medium
Back End Estimate: Small < 3 days
Back End Estimator: Holly Mistlebauer
Estimation Notes and Assumptions: I didn't have time to get estimates from developers, but as a former developer I feel this estimate is reasonable.
Development Team: UNAM
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R5
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R5
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (ERM Aut 2019): R5
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R5

 Comments   
Comment by Holly Mistlebauer [ 09/Oct/18 ]

Theodor Tolstoy (One-Group.se), Lisa told me that she needs to be able to manually transfer a fee/fine for an individual ( UXPROD-1117 Closed ). This feature needs to exist for that to happen.

Comment by Lisa Sjögren [ 10/Oct/18 ]

Hi Holly!

I think what I tried to convey is that we do all of the actual handling of "fines" – in reality one time replacement+administrative charges for lost books – outside of the ILS. All we do in our current ILS is put down the owed sum in a field in the patron record, then remove the sum when the invoice has been paid.

With that in mind, I don't think we should need functionality for transferring fees/fines.

Comment by Holly Mistlebauer [ 10/Oct/18 ]

Hi Lisa Sjögren. In the survey at https://docs.google.com/spreadsheets/d/1E-QpJV2f33HZxnQnHmScMDXKhJhwKdw3j3yGDqYbVek/edit?usp=sharing you indicated that Chalmers transfers fees/fines manually to the "central economy system." The Manual Transfer Fee/Fine process is just a way to record that a particular fee/fine or set of fees/fine for a patron have been transferred to the "central economy system." Otherwise you don't have a way to update the patron's record to indicate this. A transaction has to take place to update the patron's record. You could do payment on the fee/fine, but a transfer isn't really a payment.

In your comment above, what you are describing would be charged to the patron via the Charge Manual Fee/Fine feature. You simply indicate that the patron has lost a book and owes a certain amount for the lost book and/or replacement+administrative fees (whatever you want to charge for). This shows up in the patron's record associated with the lost book . After the charge has been created, you have the option to waive part or all of the fee/fine, cancel the fee/fine as an error, or transfer the fee/fine to another institution/account. (Not all institutions do transfers.) You can also process a full or partial payment on the fee/fine. After the fee/fine has been paid, you have the open to refund all or part of the fee/fine. All of these features are already available except for transfer and refund.

Hopefully I have explained this clearly. If not, please let me know.

Thanks,
Holly

Comment by Holly Mistlebauer [ 07/Nov/18 ]

Lisa Sjögren and Theodor Tolstoy (One-Group.se): I changed the ranking for this issue to "can wait up to 1 year after go-live" because this feature is required if you want to due manual transfers UXPROD-1117 Closed , which you have ranked as "can wait up to 1 year after go-live." Thanks!

Comment by Anya [ 29/Mar/19 ]

Comment from March Meeting: could be a csv- add a note that this is transferred - need a status change to indicate a change - default setting

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