Participants:
(OLD ACCOUNT) Erin Nettifee (please contact Erin if you would like to participate)
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
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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;
- Where it is in FOLIO (if already implemented, or planned for implementation)
- 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.