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  1. ui-users
  2. UIU-610

Update Charge Manual Fee/Fine to set default Fee/Fine Owner for user

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      UNAM

      Description

      The Charge Manual Fee/Fine page has a Fee/Fine Owner field that represents who the fee/fine being charged will belong to. In most cases it is the "place" (Fee/Fine Owner) the patron is standing in front of or has called/emailed. Currently the user must select the Fee/Fine Owner when they open the Charge Manual Fee/Fine page (as shown in attached file ChargeManualFF.JPG). The intent was to populate the Fee/Fine Owner with a default value for the user rather than require that the user select the Fee/Fine Owner every time. We now have a way to do this.

      In the User Information app there is a new section called "Service Points" (as shown in attached file UserInformation.JPG). Users that work at the library will be associated with one or more service points. One of the Service Points may be designated as Service Point Preference (as shown in attached file ServicePoints.png).

      The Service Point Preference or single Service Point provided will be used to convert the current User's Service Point to a Fee/Fine Owner, using the Fee/Fine Owner table. The Fee/Fine Ower will be pre-populated in the Charge Manual Fee/Fine page when the user opens it up.

      How to determine default Fee/Fine Owner for user:
      1) If user has no Service Points designated (no preference or service points), open Charge Manual Fees/Fines without a default Fee/Fine Owner selected (like it is now).
      2) If user has a Service Point Preference selected (see attachment Service Point example -two SPs with preference.jpg), convert the Service Point Preference to a Fee/Fine Owner using the Fee/Fine Owner Table. If an error occurs, open Charge Manual Fees/Fines without a default Fee/Fine Owner selected (like it is now).
      3) If the user doesn't have a Service Point Preference, but does have one Service Point listed (see attachment Service Point example - one SP no preference.jpg), convert the single Service Point to a Fee/Fine Owner using the Fee/Fine Owner Table. If an error occurs, open Charge Manual Fees/Fines without a default Fee/Fine Owner selected (like it is now).
      4) If the user doesn't have a Service Point Preference, but does have two Service Points listed (see attachment Service Point example - two SPs no preference.jpg), convert both Service Points to a Fee/Fine Owner using the Fee/Fine Owner Table. If they convert to the same Fee/Fine Owner, use that Fee/Fine Owner. If not, or if an error occurs, open Charge Manual Fees/Fines without a default Fee/Fine Owner selected (like it is now).
      5) If the user doesn't have a Service Point Preference, but has more than 2 Service Points listed, open Charge Manual Fees/Fines without a default Fee/Fine Owner selected (like it is now).

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                Assignee:
                Luis Luis Contreras
                Reporter:
                hollyolepm Holly Mistlebauer
                Tester Assignee:
                Holly Mistlebauer Holly Mistlebauer
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