[Wactclc-alma] [External] RE: running a fines/fees letter for a manually added fee

Fri Mar 2 16:08:56 PST 2018

Great!  Thank you, Wade.  I'm glad it's so simple; I received the letter right away!

So now, related, the letter that I receive doesn't tell me anything about the fee.  What the reason for the fee is, what book it's associated with, etc.   I know I can edit the text of the letter easily, but how do I pull in data from elsewhere that will indicate these things?

[cid:image002.jpg at 01D3B240.C3CD9E80]

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337
aherman at olympic.edu<mailto:aherman at olympic.edu> | 360-475-7256

[alma signature]

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Friday, March 2, 2018 2:54 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [External] RE: [Wactclc-alma] running a fines/fees letter for a manually added fee

Amy,

For an 'on demand' notice, the simplest solution is to use the "send activity report", from the Patron Services menu.
That notice, which can be generated on demand, will include charges currently owed by the patron.

[cid:image007.png at 01D3B23F.91592A60]

About your question on the Fine / Fee Notification Profile, to send notices for damaged fine fees incurred on the current day, you could use before = 0 days and after = 1 day.

However, the system  isn't really set up to send on demand notices. It's designed to send scheduled notices.

The notices will go out on a schedule determined by Fulfillment jobs configuration works (Alma Configuration / Fulfillment / General / Fulfillment Jobs Configuration).

If you look as the Fulfillment Jobs Configuration, you'll see one of the jobs is the "Fines\Fees Notifications Job". This is the job that sends notices based on the Fines / Fees Notification profile, like the one you created.

That job will, at most, send out fine/fee notices once a day.

Again, for the use-use you were describing originally, the best solution is "send activity report".

Second-best solution is to pull up the user record, and on the general information tab, down at the bottom, click 'compose', and create a one-off message to the user.

The nice thing about that is that, whatever message you compose, it gets included in the user's history on the attachments tab.

So if you send a message to a patron about an important fine, you can check the attachments tab later, to "prove" that a message was sent.

This is actually a pretty useful tip, and something I'll try to remember to highlight in Tuesday's meeting. If I don't remember, please prompt me about this scenario :)

[cid:image008.png at 01D3B23F.91592A60]

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Herman, Amy
Sent: Friday, March 2, 2018 10:34 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] running a fines/fees letter for a manually added fee

We have an item that was returned damaged.  We see that we can manually add a fine/fee to the account and give a reason of "damaged item."  We would now like to generate the letter to be sent to the patron about this fine/fee.  If I do nothing, will it just send when the Fines/Fees Notifications Job runs on Tuesday morning at 8am?

I tried to force it to run now, just for that type of fine/fee.  Here is what I did (that isn't working).

  1.  Created a Fines/Fees Notification profile for "Damaged item fine notification."  Here is what that looks like.  I tried to set the After date to a few days ago (since I added the fine this morning) but it won't let me, I have to put something in the Before date which would exclude anything done today, I think.

[cid:image009.jpg at 01D3B23F.91592A60]

  1.  I went to Resend Printouts/Emails and tried to resend an email for the Ful FinesFees Notification Letter with today's date range but got zero results.  I expect this is because a letter hasn't been generated yet because a job hasn't run yet.  But I can't find a way to manually re-run the Fines/Fees Notifications Job just for today.  Is that possible?  When I go to Run A Job I can't find it, although I can see it in the History tab in Monitor Jobs, for last Tuesday.

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337
aherman at olympic.edu<mailto:aherman at olympic.edu> | 360-475-7256

[alma signature]

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