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    <title>FOLIO Jira</title>
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    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-105] Future Fees/Fines: Update current automated transfer process for fees/fines to bursar or other account that works for all sites</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-105</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;&lt;font color=&quot;#DE350B&quot;&gt;IMPORTANT NOTE:  The automated transfer feature was implemented by Cornell University to meet their needs for implementation.  Bama is making changes via 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-3903&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-3903&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Update automated transfer process to allow sites to format extract as needed&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-3903
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-current jira-macro-single-issue-export-pdf&quot;&gt;In Progress&lt;/span&gt;
            &lt;/span&gt;
 to make the extract customizable.  The original purpose of this UXPROD Feature was to take what was implemented and make it usable by other implemented sites, but we are actually working on that via other Features.&lt;/font&gt;&lt;/b&gt;&lt;/p&gt;

&lt;div class=&quot;panel&quot; style=&quot;border-width: 1px;&quot;&gt;&lt;div class=&quot;panelHeader&quot; style=&quot;border-bottom-width: 1px;&quot;&gt;&lt;b&gt;Merged on July 20, 2020&lt;/b&gt;&lt;/div&gt;&lt;div class=&quot;panelContent&quot;&gt;
&lt;p&gt;Holly decided to merge all of the automated transfer features to make it clear that they belong together.&lt;br/&gt;
The following features were merged with &lt;b&gt;UXPROD-105: Automated Transfer of fees/fines to bursar or other account&lt;/b&gt; - &lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;UXPROD-1127: Fees/Fines Settings for Transfers - Criteria&lt;/li&gt;
	&lt;li&gt;UXPROD-839: Fees/Fines in-app report: Transferred fees/fines log&lt;/li&gt;
	&lt;li&gt;UXPROD-394: Create extract file for transferred fees/fines&lt;/li&gt;
	&lt;li&gt;UXPROD-1879: Notify Bursar (and other transfer accounts) of refunded fees/fines&lt;/li&gt;
&lt;/ul&gt;
&lt;/div&gt;&lt;/div&gt;

&lt;p&gt;&lt;font color=&quot;#d04437&quot;&gt;Attached PDF &lt;b&gt;Fees and Fines Mockups_TRANSFER.pdf&lt;/b&gt; contains mock-ups and in-progress requirements for this feature.&lt;/font&gt; &lt;/p&gt;

&lt;p&gt;The total estimate for the Vega team to work on this feature is 9 days for the front-end work and 40 days for the back-end work.&lt;br/&gt;
&lt;b&gt;The total estimate for a new EPAM team to work on this feature is 14 days for the front-end work and 60 days for the back-end work.&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;The estimate for this feature includes:&lt;/p&gt;
&lt;ol&gt;
	&lt;li&gt;Module to Identify and save the transfer criteria and job information (FE=8; BE=10 days)&lt;/li&gt;
	&lt;li&gt;Module to process criteria and close transferred fees/fines (FE=0 ; BE=10 days)&lt;/li&gt;
	&lt;li&gt;Module to create a machine readable extract file of transferred fees/fines (for libraries to turn into the format they need) (FE=0 ; BE=10 days)&lt;/li&gt;
	&lt;li&gt;Send patron notices for transfers (FE=1 days ; BE=10 days)&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;This estimate for this features does NOT include:&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Incorporating the manually transferred fees/fines in the extract (this will be a separate JIRA task)&lt;/li&gt;
	&lt;li&gt;Scheduler for the automated transfer jobs (FOLIO is supposed to have one)&lt;/li&gt;
	&lt;li&gt;Creating a log of transferred fees/fines (the Circulation Log will meet this need)&lt;/li&gt;
	&lt;li&gt;Processing of rejected transfers (this will be handled manually by staff)&lt;/li&gt;
	&lt;li&gt;Notifying the Bursar (and other transfer accounts) of refunded fees/fines, which will be handled manually via the refund report initially (separate UXPROD feature is 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-1879&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1879&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Refund enhancement: Implement issue credit for transferred fees/fines&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1879
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Open&lt;/span&gt;
            &lt;/span&gt;
, to be completed after module #3 above)&lt;/li&gt;
	&lt;li&gt;Option to create a patron block when fees/fines are transferred, with the default being to not create a patron block (separate UXPROD feature is 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-2852&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2852&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Future Patron Blocks: Allow for the automated blocking of patrons when fees/fines transferred&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2852
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Draft&lt;/span&gt;
            &lt;/span&gt;
)&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;Issues to address:&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Scheduler&lt;/li&gt;
	&lt;li&gt;Where should files be stored?&lt;/li&gt;
	&lt;li&gt;Need to be able to see list of files and download them again&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;See table at &lt;a href=&quot;https://docs.google.com/spreadsheets/d/1HSxIgb6wfTq67FC5T8FIncQsyTibltDTYmcO5oRDEHQ/edit?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/spreadsheets/d/1HSxIgb6wfTq67FC5T8FIncQsyTibltDTYmcO5oRDEHQ/edit?usp=sharing&lt;/a&gt; to see which institutions do transfers.  &lt;br/&gt;
For summer 2020 we have UA and Lehigh that do transfers, although both have marked this feature as &quot;can wait - up to 1 year.&quot;&lt;/p&gt;</description>
                <environment></environment>
        <key id="10194">UXPROD-105</key>
            <summary>Future Fees/Fines: Update current automated transfer process for fees/fines to bursar or other account that works for all sites</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="13654">UXPROD-792</parent>
                                    <priority id="10005" iconUrl="https://dev.folio.org/assets/jira-priority/tbd.svg">TBD</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10001">Duplicate</resolution>
                                                        <assignee accountid="-1">Unassigned</assignee>
                                                                <reporter accountid="5af5ed55244bc90a106063c7">Cate Boerema</reporter>
                                    <labels>
                            <label>PMP</label>
                            <label>Unassigned-from-Holly</label>
                            <label>feesfines</label>
                            <label>resourceaccess</label>
                            <label>round_iv</label>
                            <label>transfer</label>
                    </labels>
                <created>Thu, 18 Jan 2018 21:45:21 +0000</created>
                <updated>Wed, 3 Jan 2024 17:00:15 +0000</updated>
                            <resolved>Mon, 30 Jan 2023 16:11:47 +0000</resolved>
                                                                    <component>Fees/Fines</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>12</watches>
                                                                <comments>
                                                            <comment id="10278" author="5d6eeadef989e00d8c7e897b" created="Fri, 29 Mar 2019 22:24:31 +0000"  >&lt;p&gt;Comment from March Meeting: this is the actual transfer to set up &quot;Job&quot;- automated can up to a year, but the ability to transfer and update a file needs to be there at go live&lt;/p&gt;</comment>
                                                            <comment id="10282" author="557058:8706d157-cdce-499e-99c4-4cd5ce1200ec" created="Tue, 27 Aug 2019 15:01:00 +0000"  >&lt;p&gt;To the point that Anya&apos;s comment becomes reality, we can wait.&lt;/p&gt;</comment>
                                                            <comment id="10291" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 30 Jan 2020 14:14:41 +0000"  >&lt;p&gt;From: Ann Marie Crowley &amp;lt;ama8@cornell.edu&amp;gt; &lt;br/&gt;
Sent: Friday, January 24, 2020 2:19 PM&lt;br/&gt;
To: Holly L. Mistlebauer &amp;lt;hlm7@cornell.edu&amp;gt;&lt;br/&gt;
Subject: Financial Systems integrations - Bursar&lt;/p&gt;

&lt;p&gt;Hi Holly &#8211; Carsten Schwill mentioned in the meeting today that when they send the information to the Bursar &#8211; they also put a block on the patron.  The block is suppose to be an incentive to hopefully make them pay. Just wanted to make sure someone associated with Fines &amp;amp; Fees receives this information.&lt;/p&gt;

&lt;p&gt;Ann&lt;/p&gt;
</comment>
                                                            <comment id="10299" author="557058:8706d157-cdce-499e-99c4-4cd5ce1200ec" created="Thu, 30 Jan 2020 14:22:18 +0000"  >&lt;p&gt;Holly, we can wait some time for the &quot;automated&quot; portion of this feature, but we need to be able to transfer fees/fines for go-live.  --Tom&lt;/p&gt;</comment>
                                                            <comment id="10308" author="5c48911b54e1e6466b11f38c" created="Mon, 21 Sep 2020 17:36:46 +0000"  >&lt;p&gt;Hi Holly, the workaround on this doesn&apos;t seem like it&apos;s been updated in a while since it mentions Q12020. Is there a plan for when this feature might be worked on?&lt;/p&gt;</comment>
                                                            <comment id="10312" author="557058:1f093336-57f7-4359-9b28-6e72640645af" created="Tue, 29 Sep 2020 14:45:16 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aa957226f-df85-4fc8-97f4-8b27a26029ed&quot; class=&quot;user-hover&quot; rel=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; data-account-id=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; accountid=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; rel=&quot;noreferrer&quot;&gt;Holly Mistlebauer&lt;/a&gt; - The workaround listed above appears to be a comment. Please move the comment in the Workaround field to this Comment section. Also, requesting an update on this feature as it is needed for Go Live (as your comment notes). Thank you.&lt;/p&gt;</comment>
                                                            <comment id="10320" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 20 Oct 2020 17:50:13 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A1f093336-57f7-4359-9b28-6e72640645af&quot; class=&quot;user-hover&quot; rel=&quot;557058:1f093336-57f7-4359-9b28-6e72640645af&quot; data-account-id=&quot;557058:1f093336-57f7-4359-9b28-6e72640645af&quot; accountid=&quot;557058:1f093336-57f7-4359-9b28-6e72640645af&quot; rel=&quot;noreferrer&quot;&gt;Debra Howell&lt;/a&gt;, the workaround is described in what does appear to be a comment:  &quot;These libraries would need to be able to run a query to identify the fees/fines to be transferred (based on their unique criteria) and to update the database with a &quot;fee/fine action&quot; indicating the date, amount, and action taken.&quot;  I&apos;ll update the workaround field to be more specific.  Sorry for the confusion...&lt;/p&gt;</comment>
                                                            <comment id="10324" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 20 Oct 2020 17:53:24 +0000"  >&lt;p&gt;UPDATE:  For the libraries that transfer fees/fines this is considered a payment method, making this critical to their operations.  This is in fact a &quot;showstopper&quot; for Cornell.  Holly will meet with folks at Cornell to determine possible workarounds/thin threads and then see if the options will work for other libraries.  (It looks like Duke is the only other library to rank this as an R1.)&lt;/p&gt;</comment>
                                                            <comment id="10329" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Fri, 6 Nov 2020 19:59:17 +0000"  >&lt;p&gt;UPDATE:  Holly just met with the Cornell folks to discuss the workaround/thin-thread for this.  We have decided to try a &apos;proof of concept&apos; for Option A at &lt;a href=&quot;https://docs.google.com/document/d/1Xhc7_9wI9vbKPsXxrjtIB6F8sXV7-VQAK0e61yBeTrI/edit?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/document/d/1Xhc7_9wI9vbKPsXxrjtIB6F8sXV7-VQAK0e61yBeTrI/edit?usp=sharing&lt;/a&gt;.  Sharon B. and Holly M. will work together on this.  It this works, the other libraries needing this feature will be able to use what Cornell develops except they will need to create the extract in the format their bursar system requires (see Step 3 of Option A). Holly also shared a mock-up of the long-term solution for the automated batch transfer of fees/fines.  Please see the attachment named Transfer Fees_Fines - Automated Process.png.&lt;/p&gt;</comment>
                                                            <comment id="10333" author="5d794c218ce6b60c3810eb8a" created="Mon, 9 Jan 2023 17:57:44 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aa957226f-df85-4fc8-97f4-8b27a26029ed&quot; class=&quot;user-hover&quot; rel=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; data-account-id=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; accountid=&quot;557058:a957226f-df85-4fc8-97f4-8b27a26029ed&quot; rel=&quot;noreferrer&quot;&gt;Holly Mistlebauer&lt;/a&gt;, if this work is being done via other features, can this be closed as a duplicate?&lt;/p&gt;</comment>
                                                            <comment id="10337" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Mon, 30 Jan 2023 16:11:47 +0000"  >&lt;p&gt;Replaced by 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-3903&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-3903&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Update automated transfer process to allow sites to format extract as needed&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-3903
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-current jira-macro-single-issue-export-pdf&quot;&gt;In Progress&lt;/span&gt;
            &lt;/span&gt;
.&lt;/p&gt;</comment>
                    </comments>
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                                        <issuelink>
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            <issuekey id="10719">UXPROD-1127</issuekey>
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            <issuelink>
            <issuekey id="10443">UXPROD-394</issuekey>
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                                        <issuelink>
            <issuekey id="10709">UXPROD-1117</issuekey>
        </issuelink>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="12753">UXPROD-3967</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="13744">UXPROD-3903</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="11957">UXPROD-2862</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="12999">UXPROD-499</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="13015">UXPROD-1858</issuekey>
        </issuelink>
                            </inwardlinks>
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                            <attachment id="10353" name="Transfer Criteria Mockup.png" size="227267" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 15 Dec 2020 14:32:56 +0000"/>
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                                <customfieldvalue key="10207"><![CDATA[R5]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10068" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Chicago (MVP Sum 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10212"><![CDATA[R5]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10069" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Cornell (Full Sum 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10213"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10070" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Duke (Full Sum 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10218"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10073" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: FLO (MVP Sum 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10236"><![CDATA[R4]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10074" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: GBV (MVP Sum 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10239"><![CDATA[R2]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10075" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Grand Valley (Full Sum 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10243"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                        <customfield id="customfield_10077" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Hungary (MVP End 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10253"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10078" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Lehigh (MVP Summer 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10261"><![CDATA[R4]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                <customfield id="customfield_10085" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: MO State (MVP June 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10295"><![CDATA[R2]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                        <customfield id="customfield_10089" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: TAMU (MVP Jan 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10317"><![CDATA[R4]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                            <customfield id="customfield_10091" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: U of AL (MVP Oct 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10327"><![CDATA[R4]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                    <customfield id="customfield_10076" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: hbz (TBD)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10251"><![CDATA[R4]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                <customfield id="customfield_10020" key="com.pyxis.greenhopper.jira:gh-sprint">
                        <customfieldname>Sprint</customfieldname>
                        <customfieldvalues>
                            
                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        <customfield id="customfield_10024" key="com.atlassian.jira.ext.charting:firstresponsedate">
                        <customfieldname>[CHART] Date of First Response</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>Fri, 29 Mar 2019 22:24:31 +0000</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10025" key="com.atlassian.jira.ext.charting:timeinstatus">
                        <customfieldname>[CHART] Time in Status</customfieldname>
                        <customfieldvalues>
                            
                        </customfieldvalues>
                    </customfield>
                                    </customfields>
    </item>
</channel>
</rss>