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  1. ui-users
  2. UIU-710

Notify patron of new manual fee/fine charge

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    Details

    • Template:
    • Development Team:
      UNAM

      Description

      Scenario 1

      Given new (create) manual fee/fine charge
      Allow the administrator to decide whether or not to notify the patron of new fee/fine charge
      Display checkbox with label "Notify patron"

      Scenario 2

      Given a checked "Notify patron" on a new fee/fine charge
      Allow the administrator to add a message for patron to be included on notice
      Display additional field below checkbox, specifically a text input (multiple lines) labeled "Additional information for patron"
      *Not displayed unless the user checks "Notify patron"

      Scenario 3 Split to separate story UIU-945

      Given a checked "Notify patron" on a new fee/fine charge
      Send charge notice to patron (use notice defined by administrator in settings, see UIU-713)
      Important note: Actual process for sending notice is still being determined--see issue UXPROD-1588!

      Context
      One way to add a new manual fee/fine charge is from Users > specific user selected > Fees/Fines section in accordion > Charge fee/fine. (Screenshot attached.) Other ways are from Fees/Fines History, Fee/Fine Details, and Loan History.

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      DESCRIPTION

      Background
      When library staff creates a new manual fee/fine charge, the patron may not be present. In these cases, the patron needs to be notified that they have been charged a new fee/fine. For example, in a case where the patron has returned a book in a drop-off bin, and the book is later discovered to be damaged, the manual charge for damages may be a surprise to the patron. The library must notify the patron that they have been charged a fee for damages. In other situations, such as if the patron walks up to a desk to purchase a USB drive or SD card, or to rent a library carrel or locker, they will most likely pay at that moment and the transaction will be completed. The patron requested the manual charge and made the payment, so they don't need to be notified about the charge.

      Similarly, the library also needs to be able to send a notice indicating receipt of payment or other action, such as waive, refund and/or transfer. The "Notify patron" checkbox on those screens (charge and pay) trigger a notice being sent and which notice is sent is setup on this settings screen. In the example above of the patron walking up to the desk to purchase a USB drive or SD card, or to rent a library carrel or locker, despite not needing a notice that they were charged a fee, the patron may be sent a notice that they paid the fee.

      The patron notice templates are created in Settings=>Circulation=>Patron Notice Templates. When a patron notice template is created, it is assigned a "Category." This user story is concerned with patron notices that have a "Category" of "fee/fine charge."

      As part of UIU-713, the Fee/Fine Manual Charges table has been updated to add several new values (as show in attached mock-up Manual_Charge_Settings_NEW.jpg):
      * Each "Fee/Fine Type" may have a "Charge notice" associate with it. The charge notice is what should be sent to the patron if the patron is charge that particular fee/fine.
      * Each "Fee/Fine Type" may have a "Action notice" associate with it. The action notice is what should be sent to the patron if the patron is pays that particular fee/fine.
      * Each "Fee/Fine Owner" may have a "Default charge notice" that should be used if the "Fee/Fine Type" does not have an associated "Charge notice."
      * Each "Fee/Fine Owner" may have a "Default action notice" that should be used if the "Fee/Fine Type" does not have an associated "Action notice."
      (This user story is concerned with "Charge notice" and "Default charge notice" only.)

      Details
      When a new fee/fine is charged from the "New fee/fine" page the following action must take place:
      1. When the "New fee/fine" page is initially opened, it should display as it does now (as shown in attached screen mock-up Charge_Manual_Fee_NEW3.jpg) without the "Notify patron" option or "Additional information for patron" box.
      2. After the user has selected a "Fee/fine type", check the Manual Charges table for the Fee/Fine Owner. One of the following 3 options will apply...
      2.a. If there IS a "Charge notice" associated with the "Fee/Fine Type" in the Manual Charges table, display the "Notify patron" option as on and display the optional "Additional information for patron" box (as shown in attached screen mock-up Charge_Manual_Fee_NEW2.jpg).

      2.b. If there IS NOT a "Charge notice" associated with the "Fee/Fine Type" in the Manual Charges table, but there IS a "Default charge notice" set for the "Fee/Fine Owner", display the "Notify patron" option as on and display the optional "Additional information for patron" box (as shown in attached screen mock-up Charge_Manual_Fee_NEW2.jpg).
      2.c. If there IS NOT a "Charge notice" associated with the "Fee/Fine Type" and there IS NOT a "Default charge notice" set for the "Fee/Fine Owner", do not display the "Notify patron" option or optional "Additional information for patron" box (as shown in attached screen mock-up Charge_Manual_Fee_NEW3.jpg).

      If the user de-selects the "Notify patron" option, display screen as shown in attached mock-up Charge_Manual_Fee_NEW1.jpg.
      If the user selects a different "Fee/fine type", follow the rules for the new "Fee/fine type".

      If the user enters "Additional information for patron", it should be stored separately, but in the same location as "Additional information for staff."

      Important note: Actual process for sending notice is still being determined--see issue UXPROD-1386!

        TestRail: Results

          Attachments

          1. Charge_Manual_Fee_NEW1.jpg
            Charge_Manual_Fee_NEW1.jpg
            86 kB
          2. Charge_Manual_Fee_NEW2.jpg
            Charge_Manual_Fee_NEW2.jpg
            94 kB
          3. Charge_Manual_Fee_NEW3.jpg
            Charge_Manual_Fee_NEW3.jpg
            85 kB
          4. charge-manual-fee-1.png
            charge-manual-fee-1.png
            46 kB
          5. charge-manual-fee-2.png
            charge-manual-fee-2.png
            49 kB
          6. charge-manual-fee-3.png
            charge-manual-fee-3.png
            66 kB
          7. Manual_Charge_Settings_NEW.jpg
            Manual_Charge_Settings_NEW.jpg
            210 kB
          8. Screenshot 2018-11-08 15.18.38.png
            Screenshot 2018-11-08 15.18.38.png
            212 kB

            Issue Links

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                People

                Assignee:
                Luis Luis Contreras
                Reporter:
                dbranchini Darcy Branchini
                Tester Assignee:
                Holly Mistlebauer Holly Mistlebauer
                UX Lead:
                Darcy Branchini Darcy Branchini
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                Watchers:
                2 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

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