Details
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Story
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Status: Closed (View Workflow)
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P2
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Resolution: Done
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None
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None
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UNAM
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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:
- 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
- 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
- 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
- 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
- Scenario
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- 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
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IMPORTANT NOTE:
The user could change their set Service point at any time, so may need to reset it.
TestRail: Results
Attachments
Issue Links
- relates to
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UIU-610 Update Charge Manual Fee/Fine to set default Fee/Fine Owner for user
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- Closed
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UIU-948 When paying fee/fine set default Fee/Fine Owner Desk
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- Closed
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UIU-1160 Modify how default 'Fee/Fine Owner' is set on New Fee/Fine page
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- Closed
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UIU-1437 Default Fee/Fine Owner no longer set on New Fee/Fine page
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- Closed
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UIU-2728 Systems error when attempting to create a new fee/fine if logged in user isn't logged into a service point
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- Closed
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