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Alma/Primo VE Migration

Fines & Fees

Viewing a Patron’s Fines and Fees

The Fines and Fees list below displays fines and fees that have been charged to the patron.

To view a patron’s fines and fees:

  1. On the Patron Identification page (Fulfillment > Manage Patron Services), enter the patron’s name or scan the patron's ID in the Scan patron’s ID or search for patron field and select Go. The Patron's account page should appear.
     
  2. On the left side of the patron's main account page, you can view the value in the Active balance or Accrued Fines field.

    To view all fines and fees for a patron, click the Fines/Fees link from the left side navigation menu.
    NOTE: Accrued fine details will not show on the Fines/Fees page until the books have been checked in.


    User Details Page – Fines/Fees Tab

    The Fines and Fees Summary area displays amounts for:

    • Active balance
    • Disputed balance
    • Transferred balance
    • Currently filtered balance
    • Currently filtered disputed balance

    For details on adding fines and fees, see Assigning Fines/Fees to Users.

  3. Select Save or Cancel to return to the Patron Services page.

 

Waiving Fines and Fees

  1. In the Fines/Fees tab, select the fines/fees you want to waive and select Waive Selected in the table actions list. Alternately, select Waive in the row actions list for the fine/fee that you want to waive. The Waiving Fine/Fee page appears.

  2. Enter the amount of the fee you want to waive in the Fee amount field.
     
  3. In Waiving reason select a reason for waiving the fee.
     
  4. Enter any text/comment for waiving the fine or fee in the Comment field (Optional).
     
  5. Select Waive and then select Confirm in the confirmation dialog box. The amount that is waived is deducted from the amount of the fine or fee (in the Original Amount column), and the balance owed for the fine or fee in the Remaining Balance column is reduced. The balances shown in the Fines and Fees Summary area for Active balance and Disputed balance are updated.

To view the transactions for any fine or fee, select the amount link in the Remaining Balance column.

Note: If a lost item is waived, there is no reduction in the Remaining Balance value. Instead, the waived amount is displayed as a credit.

Bulk Fine Waiving

The Bulk Fine Waiving option enables you to waive user fines in bulk based on user group, type of fine, and maximum fine. To run this process, you must have the User Manager role.
To waive fines in bulk:

  1. From the main Alma screen, go to Admin>> User Management>> Bulk Fine Waiving. The following screen should appear:

     
  2. Add a dollar value to the maximum Fine Threshold to Waive field.  If the total amount of a user’s fines is greater than the threshold, none of the user's fines are waived.
     
  3. Check the Exclude Users With Overdue Loans if you do not want to waive fines for users who currently have overdue loans.
     
  4. Select the user group whose files you wish to waive from the User Group dropdown.  If you'd like to select multiple user groups, cold down the CTRL key and click on each user group you'd like to select.
     
  5. Select the types of fines you'd like to waive from the Waive Fines Types dropdown.  If you'd like to select multiple fine types, cold down the CTRL key and click on each fine type you'd like to select.
     
  6. Select a waiving reason from the Waiving Reason dropdown and add a waiving comment to the Waiving Comment field.
     
  7. Click the Run Bulk Fine Waiving button.

Applying a Fine to an Account

  1. To apply a fine to a patron account, or to otherwise manage patron fines, begin by looking up the patron with the fixed search bar.

     
  2. On the User Details screen, select the Fines/Fees tab.

     
  3. Click Add Fine or Fee.

     
  4. The "Fee Type" and "Fee Amount" fields are required. Select the fee type from the drop down menu, and enter the fee amount manually. Populate any additional fields as necessary.

     
  5. If you are adding more than one fine/fee, click the Add button. If you are finished adding information, click the Add and Close button.

     
  6. The Fine/Fee is now charged to the patron. Click the Save button.