Settings - Users - Fee/Fine Comment Required

Purpose

FOLIO supports standard activities with patron fines: pay, waive, refund, and transfer.

For each of these actions in individual user records, there are associated comment fields. This area of settings allows libraries to specify whether comments are required, or not required, for each action.

Permissions

There is one permission that applies to this area of Settings:

• Settings (Users): Can create, edit and remove comments (this needs to be verified since the permission name does not match the setting, but no other permission makes sense for this)

There are no action-based permissions for this area of FOLIO.

UX/UI

There are four fields in this area of FOLIO.

• Require comment when fee/fine fully/partially paid
  
  • Dropdown - choice of yes/no
  • Defaults to no
• Require comment when fee/fine fully/partially waived
  • Dropdown - choice of yes/no
  • Defaults to no
• Require comment when fee/fine fully/partially refunded
  • Dropdown - choice of yes/no
  • Defaults to no
• Require comment when fee/fine fully/partially transferred
  • Dropdown - choice of yes/no
  • Defaults to no

Searching

There is no default searching for this area of FOLIO.

Functional workflows

The workflows in this area are simply - to change the options for each of the four settings.

To change one of the values, select the drop-down and change it to the other value. 

Once you change the value, click the blue Save button in the top right corner to save your changes.

Reporting

There are no reports in this area of Settings

Integrations

There are no integrations by default in this area of Settings.

Considerations for Implementation

Most libraries will likely want to change the setting for comments required for waives and refunds before they begin handling fines and fees.