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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>
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<item>
            <title>[UXPROD-389] Fees/Fines Institution Settings</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-389</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;For Q2 2018&lt;br/&gt;
Manual Fees/Fines Table 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIU-198&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIU-198&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Manual Fees/Fines Table&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIU-198
        &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;
&lt;br/&gt;
CRUD Fee/Fine Owners 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIU-193&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIU-193&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;CRUD Fee/Fine Owners&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIU-193
        &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;
&lt;br/&gt;
CRUD Fee/Fine Payment Methods 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIU-504&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIU-504&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;CRUD Fee/Fine Payment Methods&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIU-504
        &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;
&lt;br/&gt;
CRUD Fee/Fine Waive Reasons 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIU-505&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIU-505&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;CRUD Fee/Fine Waive Reasons&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIU-505
        &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;
&lt;br/&gt;
Fee/Fine Comment Required Settings 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIU-506&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIU-506&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Fee/Fine Comment Required Settings&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIU-506
        &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;
&lt;/p&gt;</description>
                <environment></environment>
        <key id="10439">UXPROD-389</key>
            <summary>Fees/Fines Institution Settings</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="557058:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</reporter>
                                    <labels>
                            <label>feesfines</label>
                            <label>resourceaccess</label>
                    </labels>
                <created>Wed, 21 Mar 2018 20:21:55 +0000</created>
                <updated>Tue, 31 Aug 2021 15:15:34 +0000</updated>
                            <resolved>Sun, 22 Jul 2018 20:59:24 +0000</resolved>
                                                    <fixVersion>Q2 2018</fixVersion>
                                    <component>Fees/Fines</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>4</watches>
                                                                <comments>
                                                            <comment id="12894" author="5afc1ced2083b15a0bd3e494" created="Wed, 20 Jun 2018 08:19:05 +0000"  >&lt;p&gt;Hi!&lt;/p&gt;

&lt;p&gt;Lisa from Chalmers here, currently busy (as a bee!) filling in the Feature Prioritization Spreadsheet.&lt;/p&gt;

&lt;p&gt;Just wanted to double-check that I understand this correctly: does this feature mean that you would be able to have different settings for different institutions using the same installation of FOLIO (eg for a consortium), as opposed to just having one set of fees/fines settings for the installation?&lt;/p&gt;

&lt;p&gt;Thank you!&lt;/p&gt;

&lt;p&gt;Best regards,&lt;br/&gt;
Lisa&lt;/p&gt;</comment>
                                                            <comment id="12897" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Wed, 20 Jun 2018 16:50:11 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5afc1ced2083b15a0bd3e494&quot; class=&quot;user-hover&quot; rel=&quot;5afc1ced2083b15a0bd3e494&quot; data-account-id=&quot;5afc1ced2083b15a0bd3e494&quot; accountid=&quot;5afc1ced2083b15a0bd3e494&quot; rel=&quot;noreferrer&quot;&gt;Lisa Sj&#246;gren&lt;/a&gt;!  Interesting question...&lt;/p&gt;

&lt;p&gt;What I have lumped together in this issue is for payment methods, transfer account types, transfer criteria, waive reasons, and refund reasons.  We were thinking that there would be one setting for the institution, which would be one implementation of FOLIO.&lt;/p&gt;

&lt;p&gt;For actual fee and fine amounts, this can be set by library/unit.  &lt;/p&gt;

&lt;p&gt;It sounds like you need for all fee/fine settings to be configurable by library.  Please confirm if this is true.&lt;/p&gt;

&lt;p&gt;Thanks for mentioning this.&lt;/p&gt;

&lt;p&gt;Best,&lt;br/&gt;
Holly&lt;/p&gt;</comment>
                                                            <comment id="12900" author="5afc1ced2083b15a0bd3e494" created="Thu, 21 Jun 2018 06:28:28 +0000"  >&lt;p&gt;Hi &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;!&lt;/p&gt;

&lt;p&gt;Thank you again for the clarification. At Chalmers, having fees/fines configured at institution (implementation) level works fine.&lt;br/&gt;
What confused me was the somewhat different uses of the term &quot;institution&quot; here (equaling implementation) and in the location hierarchy (one implementation can have many institutions). &lt;/p&gt;

&lt;p&gt;Best,&lt;br/&gt;
Lisa&lt;/p&gt;</comment>
                                                            <comment id="12902" author="5af5ed55244bc90a106063c7" created="Tue, 3 Jul 2018 10:27:44 +0000"  >&lt;p&gt;Hi &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;, I was just going through the list of featured targeted for the Q2 release and saw that this one still had the status of In Progress (as opposed to Closed). Are you expecting this to be in or out for the Q2 release?&lt;/p&gt;</comment>
                                                            <comment id="12905" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 3 Jul 2018 16:28:41 +0000"  >&lt;p&gt;Hi &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;.  We implemented some of the institution settings for Q2 and some will be implemented for Q3.  Should I make separate issues for the two releases?&lt;br/&gt;
Thanks,&lt;br/&gt;
Holly &lt;/p&gt;</comment>
                                                            <comment id="12907" author="5af5ed55244bc90a106063c7" created="Wed, 4 Jul 2018 10:41:38 +0000"  >&lt;blockquote&gt;&lt;p&gt;Hi Cate Boerema. We implemented some of the institution settings for Q2 and some will be implemented for Q3. Should I make separate issues for the two releases?&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;That would be great, thanks!  We are looking to generate an accurate list of what is included in the Q2 release.  Thanks much!&lt;/p&gt;</comment>
                                                            <comment id="12910" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Wed, 4 Jul 2018 19:04:13 +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;, this issue has been split...&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10003">
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                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="44761">UIU-505</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="44754">UIU-543</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10619">UXPROD-988</issuekey>
        </issuelink>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="10703">UXPROD-1039</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="44494">UIU-193</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="44529">UIU-198</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="44760">UIU-504</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="44762">UIU-506</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10719">UXPROD-1127</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10616">UXPROD-986</issuekey>
        </issuelink>
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