2 results found

1. Polaris 7.6 - Bulk waiving of old fines

   We have a lot of very old charges for fines on patron accounts. We know we're never collecting on these and would like to waive a bunch at once - hundreds, maybe thousands. So we could never open each patron record individually and waive the fines manually. It would be very helpful if there were a batch process of some kind that would allow us to waive fines based on certain criteria:Reason for the charge - late fee (fine) vs. lost or damaged item, etc.Date the charge was incurredPatron code of the customer (adult, teen, child, etc.)There are probably other criteria that would be useful - the more flexibility the better.Some examples where this could be useful:One library has been manually waiving all overdue fines on juvenile accounts, one by one.Our board previously approved purging bills over a certain age and under a certain dollar amount, but there is no function to do this cleanup.Widespread amnesty/welcome back to the library programs

   Idea Value
   Being able to clean up old fines would create a more accurate picture of the library's finances.

   We have a lot of very old charges for fines on patron accounts. We know we're never collecting on these and would like to waive a bunch at once - hundreds, maybe thousands. So we could never open each patron record individually and waive the fines manually. It would be very helpful if there were a batch process of some kind that would allow us to waive fines based on certain criteria:Reason for the charge - late fee (fine) vs. lost or damaged item, etc.Date the charge was incurredPatron code of the customer (adult, teen, child, etc.)There are probably other… more

   49 votes

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   COMPLETED  ·  2 comments  ·  Customer Relationship & Account Management  ·  Delete…  ·  Admin →

2. Polaris 7.7 - Make 'non-blocking' circulation blocks optional

   Many of the blocks that pop-up during transactions at the circulation desk are more informational than related to rules. Separating 'blocking blocks' (patron is over the fines threshold) from 'informational blocks' (patron has a hold available) and making the latter optional would help libraries improve accuracy and efficiency at the circulation desk.

   Idea Value
   Having unnecessary blocks popping up during circulation transactions takes staff and patron time and trains staff to click past blocks without reading them closely, making it more likely that important messages will be missed and ruled will be overridden. Giving libraries the option to include or exclude informational blocks, would allow them to better prioritise the large amount of information circulation staff have to wade through.

   Many of the blocks that pop-up during transactions at the circulation desk are more informational than related to rules. Separating 'blocking blocks' (patron is over the fines threshold) from 'informational blocks' (patron has a hold available) and making the latter optional would help libraries improve accuracy and efficiency at the circulation desk.

   Idea Value
   Having unnecessary blocks popping up during circulation transactions takes staff and patron time and trains staff to click past blocks without reading them closely, making it more likely that important messages will be missed and ruled will be overridden. Giving libraries the option to include or… more

   43 votes

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   COMPLETED  ·  6 comments  ·  Customer Relationship & Account Management  ·  Delete…  ·  Admin →