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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <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>
    </build-info>

<item>
            <title>[UXPROD-106] Refund paid fees/fines and create report  (mostly finished in Q3 2020 but not released)</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-106</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&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;
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-844&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-844&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Fees/Fines in-app report: Refunds to process manually&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-844
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 (Fees/Fines in-app report: Refunds to process manually) was merged with 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-106&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-106&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Refund paid fees/fines and create report  (mostly finished in Q3 2020 but not released)&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-106
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 (Refund paid fees/fines) to create 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-106&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-106&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Refund paid fees/fines and create report  (mostly finished in Q3 2020 but not released)&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-106
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 (Refund paid fee/fines and create report).  Note: This was done because of the constant misunderstanding that the report wasn&apos;t a high priority although it was part of the thin-thread workflow.&lt;/p&gt;
&lt;/div&gt;&lt;/div&gt;

&lt;p&gt;&lt;font color=&quot;#205081&quot;&gt;On July 11, 2019 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-106&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-106&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Refund paid fees/fines and create report  (mostly finished in Q3 2020 but not released)&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-106
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 Refund paid fees/fines was split into two issues:&lt;br/&gt;
* 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-106&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-106&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Refund paid fees/fines and create report  (mostly finished in Q3 2020 but not released)&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-106
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 Refund paid fees/fines (this is a basic refund, including a patron notice but excluding an automated feed to the bursar)&lt;br/&gt;
* 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-1876&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1876&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Refund enhancement: Implement issue credit for paid fees/fines and apply credit options for outstanding 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-1876
        &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;
 Use fee/fine refund to pay other fees/fines&lt;/font&gt;&lt;/p&gt;

&lt;p&gt;Some details...&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Attachment &lt;font color=&quot;#d04437&quot;&gt;Refund Fees_Fines - Processing.png&lt;/font&gt; contains the details of this feature as determined by the RA SIG to date.  We will be revisiting this feature before the user stories are written.&lt;/li&gt;
	&lt;li&gt;A refund will be started by locating the fee/fine to refund starting from User Information and going to Fee/Fine History.  The fee/fine to refund (or can do several at once) will be selected and then the refund modal will appear (as shown by attached image &lt;font color=&quot;#d04437&quot;&gt;Refund Fees_Fines - Transaction.png&lt;/font&gt;).&lt;/li&gt;
	&lt;li&gt;If the patron owes other fees/fines they will be presented as for possible payment using the refund (as shown by attached image &lt;font color=&quot;#d04437&quot;&gt;Refund Fees_Fines - Pay Other FFs.png&lt;/font&gt;).&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="10193">UXPROD-106</key>
            <summary>Refund paid fees/fines and create report  (mostly finished in Q3 2020 but not released)</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="10000" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p1.svg">P1</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="10003">Done</resolution>
                                                        <assignee accountid="557058:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</assignee>
                                                                <reporter accountid="5af5ed55244bc90a106063c7">Cate Boerema</reporter>
                                    <labels>
                            <label>cap-mvp</label>
                            <label>feesfines</label>
                            <label>po-mvp</label>
                            <label>q2-2020-at-risk</label>
                            <label>q3-2020-spillover</label>
                            <label>q4-2019-at-risk</label>
                            <label>q4-2019-spillover</label>
                            <label>resourceaccess</label>
                            <label>split</label>
                    </labels>
                <created>Thu, 18 Jan 2018 21:45:21 +0000</created>
                <updated>Tue, 31 Aug 2021 15:15:34 +0000</updated>
                            <resolved>Wed, 14 Oct 2020 15:16:38 +0000</resolved>
                                                    <fixVersion>R1 2021</fixVersion>
                                    <component>Fees/Fines</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>2</watches>
                                                                <comments>
                                                            <comment id="10263" author="5d6eeadef989e00d8c7e897b" created="Fri, 29 Mar 2019 22:19:36 +0000"  >&lt;p&gt;Comment from the March Meeting : no-one handes cash - want to credit - could split this out &lt;/p&gt;</comment>
                                                            <comment id="10266" author="5c48911b54e1e6466b11f38c" created="Mon, 15 Jul 2019 16:02:03 +0000"  >&lt;p&gt;I&apos;m just wanting to make sure of something since I didn&apos;t see it in the attachments. There&apos;s language about outstanding fees/fines, but a paid fine would be closed. So if we need to give a refund for a fine that is closed, is that included here?&lt;/p&gt;</comment>
                                                            <comment id="10270" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 1 Aug 2019 18:25:11 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt;:  Yes, closed fees/fines would be able to be refunded here.  You would also be able to refund partial payments (which wouldn&apos;t be closed) on fees/fines that get cancelled because they were discovered to be errors.  &lt;/p&gt;</comment>
                                                            <comment id="10274" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 1 Aug 2019 18:26:51 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5d6eeadef989e00d8c7e897b&quot; class=&quot;user-hover&quot; rel=&quot;5d6eeadef989e00d8c7e897b&quot; data-account-id=&quot;5d6eeadef989e00d8c7e897b&quot; accountid=&quot;5d6eeadef989e00d8c7e897b&quot; rel=&quot;noreferrer&quot;&gt;Anya&lt;/a&gt;:  No one is planning to do cash refunds.  It is up to each library to determine how they want to do the refund.  Most of the US libraries issue checks for everything.  Issuing credit card refunds works too.  &lt;/p&gt;</comment>
                                                            <comment id="10286" author="5af5ed55244bc90a106063c7" created="Tue, 17 Dec 2019 09:39:30 +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; is this blocked by any other features?  When do you expect to have the stories written?&lt;/p&gt;</comment>
                                                            <comment id="10295" author="5af5ed55244bc90a106063c7" created="Fri, 27 Mar 2020 13:33:57 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; class=&quot;user-hover&quot; rel=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; data-account-id=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; accountid=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; rel=&quot;noreferrer&quot;&gt;Darcy Branchini&lt;/a&gt; I just updated the estimates on this feature so it matches what we discussed putting in the cap plan.&lt;/p&gt;</comment>
                                                            <comment id="10303" author="557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a" created="Thu, 16 Jul 2020 14:00:09 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5ed55244bc90a106063c7&quot; class=&quot;user-hover&quot; rel=&quot;5af5ed55244bc90a106063c7&quot; data-account-id=&quot;5af5ed55244bc90a106063c7&quot; accountid=&quot;5af5ed55244bc90a106063c7&quot; rel=&quot;noreferrer&quot;&gt;Cate Boerema&lt;/a&gt;, I just spoke with Vega about this and they believe most of this will be completed in scope of the refactoring feature 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2445&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2445&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Refactoring of Fees/Fines Actions&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-2445
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 but they wanted to leave this on the board for informational purposes. &lt;/p&gt;</comment>
                                                            <comment id="10316" author="5af5ed55244bc90a106063c7" created="Thu, 16 Jul 2020 14:41:09 +0000"  >&lt;p&gt;Okay, that&apos;s fine by me.  Thanks for the update, &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; class=&quot;user-hover&quot; rel=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; data-account-id=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; accountid=&quot;557058:ad89644f-caaa-466a-8bf5-cdcd4358fa9a&quot; rel=&quot;noreferrer&quot;&gt;Darcy Branchini&lt;/a&gt;!&lt;/p&gt;</comment>
                    </comments>
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                    <name>Blocks</name>
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            <issuekey id="13018">UXPROD-1876</issuekey>
        </issuelink>
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                                                                <inwardlinks description="is blocked by">
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                            <issuelinktype id="10001">
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            <issuekey id="11665">UXPROD-2717</issuekey>
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                            <issuelinktype id="10008">
                    <name>Defines</name>
                                                                <inwardlinks description="is defined by ">
                                        <issuelink>
            <issuekey id="69252">MODFEE-38</issuekey>
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            <issuelink>
            <issuekey id="45239">UIU-1139</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="69181">MODFEE-56</issuekey>
        </issuelink>
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                            <attachment id="10350" name="Refund Fees_Fines - Pay Other FFs.png" size="88184" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 1 Aug 2019 18:29:19 +0000"/>
                            <attachment id="10352" name="Refund Fees_Fines - Processing.png" size="622707" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 1 Aug 2019 18:29:41 +0000"/>
                            <attachment id="10354" name="Refund Fees_Fines - Transaction.png" size="90892" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 1 Aug 2019 18:29:19 +0000"/>
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                            <customfieldvalue>Darcy&amp;#39;s BE and FE estimates were Very Small (VS) &amp;lt; 1day as of July 20.  Holly added the refund report to this UXPROD, so she increased the estimates.  </customfieldvalue>

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                            <customfieldvalue>Holly:  I split  &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-106&quot; title=&quot;Refund paid fees/fines and create report  (mostly finished in Q3 2020 but not released)&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-106&quot;&gt;&lt;strike&gt;UXPROD-106&lt;/strike&gt;&lt;/a&gt; Refund paid fees/fines into two issues (&lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-106&quot; title=&quot;Refund paid fees/fines and create report  (mostly finished in Q3 2020 but not released)&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-106&quot;&gt;&lt;strike&gt;UXPROD-106&lt;/strike&gt;&lt;/a&gt; Refund paid fees/fines and &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1876&quot; title=&quot;Refund enhancement: Implement issue credit for paid fees/fines and apply credit options for outstanding fees/fines&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-1876&quot;&gt;UXPROD-1876&lt;/a&gt; Use fee/fine refund to pay other fees/fines).  This part of the refund feature is very basic and will be done without any fluff.  We have already made this process quite basic by producing a report (&lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-844&quot; title=&quot;Fees/Fines in-app report: Refunds to process manually&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-844&quot;&gt;&lt;strike&gt;UXPROD-844&lt;/strike&gt;&lt;/a&gt;) to identify who to give refunds to rather than setting up some automated process.  For the MVP the refunding of bursar-paid fees/fines will also be handled manually.&lt;br/&gt;
Holly:  I plan to also remove the Refund button from the Open/Closed/All Fees/Fines page.  This will eliminate the need for extra code to process multiple refunds at one time.  Instead, refunds will be handled one at a time via the ellipsis, just as Errors are.  I will add back a feature to allow multiple refunds at one time, but I&amp;#39;m not sure it will be needed.</customfieldvalue>

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                        <customfieldname>Rank</customfieldname>
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                            <customfieldvalue>0|hzy6r3:9</customfieldvalue>

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                        <customfieldname>Rank: 5Colleges (Full Jul 2021)</customfieldname>
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                                <customfieldvalue key="10223"><![CDATA[R1]]></customfieldvalue>

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                        <customfieldname>Rank: Chalmers (Impl Aut 2019)</customfieldname>
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                                <customfieldvalue key="10213"><![CDATA[R1]]></customfieldvalue>

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                        <customfieldname>Rank: Duke (Full Sum 2021)</customfieldname>
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                                <customfieldvalue key="10218"><![CDATA[R1]]></customfieldvalue>

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                        <customfieldname>Rank: FLO (MVP Sum 2020)</customfieldname>
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                                <customfieldvalue key="10233"><![CDATA[R1]]></customfieldvalue>

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                        <customfieldname>Rank: GBV (MVP Sum 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10239"><![CDATA[R2]]></customfieldvalue>

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                        <customfieldname>Rank: Hungary (MVP End 2020)</customfieldname>
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                        <customfieldname>Rank: Lehigh (MVP Summer 2020)</customfieldname>
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                                                                <customfield id="customfield_10080" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Leipzig (ERM Aut 2019)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10272"><![CDATA[R5]]></customfieldvalue>

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                                                                <customfield id="customfield_10079" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Leipzig (Full TBD)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10263"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
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                                                                                                                        <customfield id="customfield_10085" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: MO State (MVP June 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10294"><![CDATA[R1]]></customfieldvalue>

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                                                                                                                                                                                                                                        <customfield id="customfield_10089" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: TAMU (MVP Jan 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10314"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
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                                                                                            <customfield id="customfield_10091" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: U of AL (MVP Oct 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10324"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
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                                                                                                                                                    <customfield id="customfield_10076" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: hbz (TBD)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10248"><![CDATA[R1]]></customfieldvalue>

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                        <customfieldname>[CHART] Date of First Response</customfieldname>
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                            <customfieldvalue>Fri, 29 Mar 2019 22:19:36 +0000</customfieldvalue>

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