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Fees and Fines with Holly: Focus on manually applied fees and fines. We would like the ability to be able to distribute the payment, that is allocated it to more than one transaction or other outstanding fees. Holly asked: where doe the money go? And the answer, of course, is different for all of us. In some places it would go to a central location, in others it would go to the unit library that owns the fee. State institutions may also have different regulations. Staff and faculty fees may go to payroll while students may be sent to the bursar. Chicago does not send fees to the bursar but at a certain time of the quarter, a patron may have a block applied if the amount owned reached a certain level. At NC State, a citizen fee may be sent to the sate income tax office. (We were all envious). Maria says that there are laws for each state that must be followed by HBZ libraries.
Workflow: bring up user record; select manual charges; select what fine or fee is needed; enter amount (field would be editable). Some fees could have default amounts but not all of them. Can new ones be added? Should we use "other' category with a notes field? Who will have the ability to create new categories and/or edit fees? We would like a level of flexibility but with fewer folks able to do it (tighter permissions). What about replacement copies?
Holly's notes:
https://docs.google.com/spreadsheets/d/1ezxfgIzoewg5SOOHPGDhaWCiUilVp-Wq47fv_y4Ssqw/edit?usp=sharing