RA - Fine Reports Small Group Fall 2019 (completed)

Participants:

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

Resources:

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.