2023-04-13 Resource Access Meeting Notes

5min

Administrivia

@Cornelia Awenius 
 

Notetaker: @Rameka Barnes 

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45Min

Notices on automated fees/fines

@julie.bickle 

Discuss option for notices for actioning on automated fees/fines:

What I need from the SIG:

• Critical questions and comments 😊

• “Automated” fee/fines are generated as a consequence of a circ rule.
  How important is it, that the content of action notices (pay, waive, refund, transfer) be determined/segregated by a circ rule?
  Or can the content be the same for a single f/f type (e.g. “Lost item fee (actual cost)”) regardless of the circ rule that generated that fee (and sent the charge notice)?

Background:

• I was writing the stories for this feature: Create a new patron notice policy trigger, to configure a template for actioning on automated aged to lost fees/fines

  • The purpose is: Be able to send a notice for what is currently called an automated fee/fine (overdue, lost item set cost, lost item actual cost, processing fee) – i.e. the rules of which are determined in the circ rule.

  • The content is:

    • Add a new trigger to the notice policy (“Lost item fee(s) action (pay, waive, or transfer)” – so that you can tell FOLIO which template to use, when you action upon.

    • Update the fee/fine modal to add the checkbox (a different modal for each action…)

      Open

      

    • Add business logic to send the notice, if the check-box is selected.

Questions:

• I am writing stories to update the fee/fine modal to show this “Notify patron” – for every permutation, and this is annoying…

  •  

    • Separate the work of updating the modals  vs.  there are now templates to send?

      • Have “Notify patron” always there, but if there is no template, do not show these options? – but isn’t that already the case…? @Dev Teams.

      • Would FOLIO be able to figure this out, if the template has to be figured out from the circ rule?
        
        
        

• Is my idea, where to configure which template the send for actioning on “automated” f/f (i.e. in the notice policy), the right one? I.e. if sending these notices is a “manual” action, shouldn’t they be storied with the other manual f/f notices?

  • Have “manual actions” below, instead, for the “automated fee/fines”? Or add a new section on the left?

    • But this would mean the notices are no longer tied to a circ rule… Is that a problem?

Open