[OPEN-ILS-GENERAL] [External] Re: Reported needed for waived fines and fees

Thu May 23 12:00:53 EDT 2019

Hi Deanna,

We use Source: Forgive Payment

Display fields:
Forgive Payment:      Payment_ts (raw data)
Forgive Payment:      Amount_collected (sum)
Forgive Payment:      Note (raw data)
Forgive Payment:: accepting_usr:    OPAC/Staff Client User Name (raw data)
Forgive Payment::payment:  Payment Type (raw data)
Forgive Payment -> Payments:All -> Billable Transaction:: User:   First Name (raw data)
Forgive Payment -> Payments:All -> Billable Transaction:: User:   Middle Name (raw data)
Forgive Payment -> Payments:All -> Billable Transaction:: User:   Last Name (raw data)
Forgive Payment -> Payments:All -> Billable Transaction -> ILS User:: Current Library Card:     Barcode (raw data)

Base filters:
Forgive Payment:      Payment_ts (field transform: date, Operator: between)
Forgive Payment:: accepting_usr:    Home Library (field transform: raw data, Operator: in list)

This includes patron info, which you may or may not need. You could also theoretically add the workstation, although you have to drill down through accepting_usr > User/Working Location Map > Working Location to get to it.

Regards,

April

[cid:image001.png at 01D5115E.5B5AE820]April Durrence
NC Cardinal Training Specialist
NC Dept. of Natural and Cultural Resources
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919.733.8748 fax
april.durrence at ncdcr.gov
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From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Terran McCanna
Sent: Thursday, May 23, 2019 11:38 AM
To: Evergreen Discussion Group <open-ils-general at list.georgialibraries.org>
Subject: [External] Re: [OPEN-ILS-GENERAL] Reported needed for waived fines and fees

CAUTION: External email. Do not click links or open attachments unless you verify. Send all suspicious email as an attachment to report.spam at nc.gov<mailto:report.spam at nc.gov>

We use this one for bills that have been forgiven (also includes 'work' payments):

List of bills that were forgiven by library staff, or "paid" via work in exchange for fine forgival.

--------------------------------------------------------------------------------------------

Uses Payments: Non-drawer Staff source.  Nullability selection enabled.

Displayed Fields:

Payments: Non-drawer Staff -> Amount as "Amount Forgiven"

Payments: Non-drawer Staff -> (Default) Billable Transaction -> (Default) Billing Line Items -> Legacy Billing Type (Last)

Payments: Non-drawer Staff -> Payment Type

Payments: Non-drawer Staff -> Payment Date/Time as "Forgival Date/Time"

Payments: Non-drawer Staff -> (None) Forgive Payment Detail -> (Default) accepting_usr -> (Default) Current Library Card -> Barcode as "Staff Barcode"

Payments: Non-drawer Staff -> (Default) Billable Transaction -> (Default) User -> (Default) Current Library Card -> Barcode as "Patron Barcode"

Base Filters:

Payments: Non-drawer Staff -> (None) Forgive Payement Detail -> (Default) accepting_usr -> (Default) Home Library -> Organizational Unit ID (In list)

Payments: Non-drawer Staff -> Payment Date/Time (Date) (Between)

NOTE: this report necessarily uses the home library of the staff user accepting the forgive payment.  This may *not* be the same as the working location of the user.

[https://lh3.googleusercontent.com/1dQZFKZrN_h1nAVv7EB9VmFYBGsfiOmL3Yec9IzIlL7YztuUoci9JMwC2Fb6h1vqlBSlyslKe_N7vSMNF1FaiUIrY6tVC41zt8iLssfRtJbhdGOpDPFgvjyFXgCzNOmQaD9gEgOW]

Terran McCanna, PINES Program

Manager

________________________________

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Public Library Service | University System of Georgia

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On Thu, May 23, 2019 at 11:36 AM Deanna Frazee <DFrazee at killeentexas.gov<mailto:DFrazee at killeentexas.gov>> wrote:
I need to create a report so that we can keep track of overdue fines and processing fees that have been waived by our circ staff.  I have not had much luck figuring this one out on my own.

Had anyone created a report so they can see which staff members are waiving patrons’ fines and fees and, preferably, the dollar amount being waived?

Thanks,

Deanna Frazee
Killeen Public Library
City of Killeen, Texas
254-501-8995 (office)
254-501-7704 (fax)
dfrazee at killeentexas.gov<mailto:http://dfrazee@killeentexas.gov>
www.killeentexas.gov<http://www.killeentexas.gov/>

Dedicated Service – Every Day, for Everyone!

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