Page Comparison

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(OLD ACCOUNT) Erin Nettifee (please contact Erin if you would like to participate)

mey 

Joanne Leary

Elizabeth Aubrey

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• Review reports encompassed in 

  Jira Legacy
  server System JiraJIRA serverId 01505d01-b853-3c2e-90f1-ee9b165564fc key UXPROD-845

   - ID is from the Reporting SIG Master Spreadsheet 

  • ID437: Cash Drawer Reconciliation Report

  • ID438: Financial Transactions Detail Report

  • ID440: Fine Fee Reconciliation

  • ID498: Fee Fine Reconciliation Accounting Office Summary Report 

  • ID483: Monies paid/collected for fines/fees, privileges, purchases, or other reasons by payment method, date range, location, or operator

• What is similar about these reports? What's different?
  • Data points
  • Frequency of use
  • Reliance on personal information (patrons or staff)
  • What else?

• Define required data points, including addressing the following:
  • Where it is in FOLIO (if already implemented, or planned for implementation)
    • If not yet planned, flag for discussion with Holly Mistlebauer
  • Whether the report requires that this data point be available in real time;
    • If not available in real time, flag for discussion with Holly
  • Whether the data point includes personally identifiable information;
• Define desired functionality, including but not limited to:
  • How often the report(s) need to be run;
  • What permissions are needed to cover access to reports in-app and in the LDP (keeping in mind the limitations on the permissions model for field and field-value perms);
  • What format we need the report to be available in outside of FOLIO (assuming CSV as baseline - what else might be needed?)
• Summarize to Holly and then decide if more work is needed.

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