RA - Fine Reports Small Group Fall 2019

Participants: 

(OLD ACCOUNT) Erin Nettifee

mey 

Joanne Leary

Elizabeth Aubrey

Resources:

• Reporting SIG Master Spreadsheet: https://docs.google.com/spreadsheets/d/1svUM74Dkg4KvTXLzKZK_2k_SxeukX-87NnYf8CaTrYQ/edit?usp=sharing
• Fine/Fee data elements (from Joanne): Fine Fee data elements needed for reporting.docx
• mod-feesfines schemas: https://github.com/folio-org/mod-feesfines/tree/master/ramls
• Data screenshots from Holly: Fees and Fines Data.pdf

• Review reports encompassed in  UXPROD-845 - Getting issue details... STATUS  - 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.