Uploaded image for project: 'ui-users'
  1. ui-users
  2. UIU-1160

Modify how default 'Fee/Fine Owner' is set on New Fee/Fine page

    XMLWordPrintable

Details

    • Standard Bug Write-Up Format
    • UNAM
    • Lotus R1 2022

    Description

      OVERVIEW:
      Completed JIRA issues UIU-610 covered identifying the default Fee/Fine Owner for a user by taking the user's Service point preference and associating it to a Fee/fine owner using the Settings>Users>Fee/Fine: Owners table. This process worked well for awhile, but then quit working because FOLIO introduced a new way for a logged in user to easily switch between Service points when they work at multiple locations.

      The attached document Default-FF-Owner-Modifications.pdf explains the new process and how it impacts Fees/Fines in two ways:
      1) Where we set the default Fee/Fine Owner within the New Fee/Fine process.
      2) Where we set the detault Fee/Fine Owner Desk with the Pay Fee/Fine when paying fees/fines owed to two or more different Fee/Fine Owners.

      This JIRA issue addresses #1 above; #2 is addressed by UIU-2001.

      In summary...
      This is what we do now:

      This is the change:

      As said above, this is explained in detail in attached document Default-FF-Owner-Modifications.pdf.

      SCENARIOS:

      1. Scenario
        • Given user has selected option to open New Fee/Fine page
        • When preparing New Fee/Fine page to open
        • Then determine default value to set Fee/fine owner to on New Fee/Fine page by...
          • Identifying the logged in user's current Service point (see attached screen print screenshot-2.png)
          • Using that Service point to search the table at Settings==>Users==>Fee/fine: Owners to determine which Fee/fine owner the Service point is associated with
      2. Scenario
        • Given searched the table at Settings==>Users==>Fee/fine: Owners to determine which Fee/fine owner the Service point is associated with (Scenario 1)
        • When associated Fee/fine owner found in table
        • Then...
          • Set default Fee/fine owner on New Fee/Fine page to that drop-down value, making other values available for selection
          • Build 'Fee/fine type' drop-down list using default Fee/fine owner values at Settings==>Users==>Fee/fine: Manual charges
          • Open the New Fee/Fine page
      3. Scenario
        • Given searched the table at Settings==>Users==>Fee/fine: Owners to determine which Fee/fine owner the Service point is associated with (Scenario 1)
        • When associated Fee/fine owner NOT found in table
        • Then...
          • Do not set a default value for Fee/fine owner on New Fee/Fine page
          • Open the New Fee/Fine page

      IMPORTANT NOTE:
      The user could change their set Service point at any time, so may need to reset it.

      TestRail: Results

        Attachments

          1. Default-FF-Owner-Modifications.pdf
            3.25 MB
          2. screenshot-1.png
            screenshot-1.png
            39 kB
          3. screenshot-2.png
            screenshot-2.png
            35 kB
          4. screenshot-3.png
            screenshot-3.png
            31 kB

          Issue Links

            Activity

              People

                isela ISELA GARCIA
                hollyolepm Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
                Votes:
                0 Vote for this issue
                Watchers:
                3 Start watching this issue

                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases