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  1. UX Product
  2. UXPROD-106

Refund paid fees/fines and create report (mostly finished in Q3 2020 but not released)

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      Holly: I split UXPROD-106 Refund paid fees/fines into two issues (UXPROD-106 Refund paid fees/fines and UXPROD-1876 Use fee/fine refund to pay other fees/fines). This part of the refund feature is very basic and will be done without any fluff. We have already made this process quite basic by producing a report (UXPROD-844) to identify who to give refunds to rather than setting up some automated process. For the MVP the refunding of bursar-paid fees/fines will also be handled manually.
      Holly: I plan to also remove the Refund button from the Open/Closed/All Fees/Fines page. This will eliminate the need for extra code to process multiple refunds at one time. Instead, refunds will be handled one at a time via the ellipsis, just as Errors are. I will add back a feature to allow multiple refunds at one time, but I'm not sure it will be needed.
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      Holly: I split UXPROD-106 Refund paid fees/fines into two issues ( UXPROD-106 Refund paid fees/fines and UXPROD-1876 Use fee/fine refund to pay other fees/fines). This part of the refund feature is very basic and will be done without any fluff. We have already made this process quite basic by producing a report ( UXPROD-844 ) to identify who to give refunds to rather than setting up some automated process. For the MVP the refunding of bursar-paid fees/fines will also be handled manually. Holly: I plan to also remove the Refund button from the Open/Closed/All Fees/Fines page. This will eliminate the need for extra code to process multiple refunds at one time. Instead, refunds will be handled one at a time via the ellipsis, just as Errors are. I will add back a feature to allow multiple refunds at one time, but I'm not sure it will be needed.
    • Epic Link:
    • Front End Estimate:
      Small < 3 days
    • Back End Estimate:
      Medium < 5 days
    • Confidence factor:
      Medium
    • Estimation Notes and Assumptions:
      Darcy's BE and FE estimates were Very Small (VS) < 1day as of July 20. Holly added the refund report to this UXPROD, so she increased the estimates.
    • Development Team:
      Vega
    • Calculated Total Rank:
      125
    • PO Rank:
      97
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: FLO (MVP Sum 2020):
      R1
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: hbz (TBD):
      R1
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: Leipzig (Full TBD):
      R1
    • Rank: Leipzig (ERM Aut 2019):
      R5
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Merged on July 20, 2020

      UXPROD-844 (Fees/Fines in-app report: Refunds to process manually) was merged with UXPROD-106 (Refund paid fees/fines) to create UXPROD-106 (Refund paid fee/fines and create report). Note: This was done because of the constant misunderstanding that the report wasn't a high priority although it was part of the thin-thread workflow.

      On July 11, 2019 UXPROD-106 Refund paid fees/fines was split into two issues:
      * UXPROD-106 Refund paid fees/fines (this is a basic refund, including a patron notice but excluding an automated feed to the bursar)
      * UXPROD-1876 Use fee/fine refund to pay other fees/fines

      Some details...

      • Attachment Refund Fees_Fines - Processing.png contains the details of this feature as determined by the RA SIG to date. We will be revisiting this feature before the user stories are written.
      • A refund will be started by locating the fee/fine to refund starting from User Information and going to Fee/Fine History. The fee/fine to refund (or can do several at once) will be selected and then the refund modal will appear (as shown by attached image Refund Fees_Fines - Transaction.png).
      • If the patron owes other fees/fines they will be presented as for possible payment using the refund (as shown by attached image Refund Fees_Fines - Pay Other FFs.png).

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                Assignee:
                hollyolepm Holly Mistlebauer
                Reporter:
                cboerema Cate Boerema
                Front End Estimator:
                Darcy Branchini Darcy Branchini
                Back End Estimator:
                Darcy Branchini Darcy Branchini
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                  Updated:
                  Resolved:

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