RA - Fine Reports Small Group Fall 2019 (completed)
Participants:
@(OLD ACCOUNT) Erin Nettifee (please contact Erin if you would like to participate)
@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):
mod-feesfines schemas: https://github.com/folio-org/mod-feesfines/tree/master/ramls
Data screenshots from Holly:
Review reports encompassed in https://folio-org.atlassian.net/browse/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.