Fees/Fines
(UXPROD-792)
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| 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: |
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| 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 ] |
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Theodor Tolstoy (One-Group.se), Lisa told me that she needs to be able to manually transfer a fee/fine for an individual (
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| Comment by Lisa Sjögren [ 10/Oct/18 ] |
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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 ] |
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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, |
| Comment by Holly Mistlebauer [ 07/Nov/18 ] |
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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
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| Comment by Anya [ 29/Mar/19 ] |
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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 |