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  1. ui-users
  2. UIU-2001

Modify how default 'Fee/Fine Owner Desk' is set on Pay Fee/Fine modal

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Details

    • Story
    • Status: Closed (View Workflow)
    • P2
    • Resolution: Done
    • None
    • None
    • UNAM
    • Lotus R1 2022

    Description

      OVERVIEW:
      Completed JIRA issue UIU-948 covered identifying the default Fee/fine owner desk 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. Holly made this a User Story instead of a Bug because she is expanding the usage of Fee/fine owner desk to be used for payment of a single fee/fine instead of just multiple fees/fines.

      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 #2 above; #1 is addressed by UIU-1160.

      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 to pay one fee/fine via Fee/Fine History or Fee/Fine Details options
        • When preparing Pay Fee/Fine modal to open
        • Then...
          • Add new field Fee/fine owner desk as shown in attached mock-up Update-pay-ff-modal.jpg (this field already exists on modal when paying multiple fees/fines)
          • Determine default value to set new field Fee/fine owner desk to on Pay Fee/Fine modal 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 user has selected to pay one fee/fine via Charge and Pay Now option on New Fee/Fine page
        • When preparing Pay Fee/Fine modal to open
        • Then...
          • Add new field Fee/fine owner desk as shown in attached mock-up Update-pay-ff-modal.jpg (this field already exists on modal when paying multiple fees/fines)
          • Determine default value to set new field Fee/fine owner desk to on Pay Fee/Fine modal 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
      3. Scenario
        • Given user has selected to pay multiple fees/fines via Fee/Fine History multi-select option
        • When preparing Pay Fee/Fine modal to open
        • Then determine default value to set Fee/fine owner desk to on Pay Fee/Fine modal 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
      4. Scenario
        • Given searched the table at Settings==>Users==>Fee/fine: Owners to determine which Fee/fine owner desk the Service point is associated with (Scenarios 1, 2 and 3 above)
        • When associated Fee/fine owner found in table
        • Then...
          • Set Fee/fine owner desk on Pay Fee/Fine modal to that drop-down value, making other values available for selection
          • Build 'Payment methods' drop-down list using default Fee/fine owner desk values at Settings==>Users==>Fee/fine: Payment methods
          • Open the New Fee/Fine page
      5. 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 desk 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. image-2021-11-18-19-04-29-674.png
            image-2021-11-18-19-04-29-674.png
            147 kB
          3. image-2021-11-18-19-22-25-820.png
            image-2021-11-18-19-22-25-820.png
            141 kB
          4. screenshot-1.png
            screenshot-1.png
            39 kB
          5. screenshot-2.png
            screenshot-2.png
            35 kB
          6. screenshot-3.png
            screenshot-3.png
            31 kB
          7. Update-pay-ff-modal.jpg
            Update-pay-ff-modal.jpg
            47 kB

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                isela ISELA GARCIA
                hollyolepm Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
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                Dates

                  Created:
                  Updated:
                  Resolved:

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