Waiving Fines in Bulk Using a Job

Last updated
Save as PDF
Share
1. Share
2. Tweet
3. Share

To waive fines in bulk, you must have one of the following roles:

User Manager
User Administrator

For more information about managing user fines and fees on the User Details page, see Managing User Fines and Fees. Here, users can select fines and fees across the full fees list and waive them.

For waiving fines and fees on the Manage Patron Services page, see Managing Patron Services at a Circulation Desk.

You can waive user fines and fees in bulk by running a job. You run the job on the Bulk Fine Waiving page (Admin > User Management > Bulk Fine Waiving).

For information on waiving fines and fees, watch User Management Workflows (4:05).

Bulk Fine Waiving Page

To waive user fines in bulk:

Basic Filter

In the Basic Filter tab, enter the following information:

Maximum fine threshold to waive – The maximum fine to waive. If the total amount of a user’s fines is greater than the threshold, none of the user's fines are waived.
- For example: Since the total of the patron’s fines exceeds the Maximum fine threshold to waive value, none of the fines are waived.
  - Maximum fine threshold to waive = $120
  - The patron has fines of $10, $50, and $70
Exclude user with overdue loans – Whether to exclude users who have overdue loans.
User Group – Specify user groups for which to waive fines.
Waive fine types – Specify the types of fines to waive.
Waiving reason – The reason for waiving the fine. For example, you may want to waive fines accrued by your faculty.
Waiving comment – Add a comment as needed. This field is not mandatory.
Creation Date Range – The fines in the selected date range will be used for waiving, together with the other filtering options that were selected on the page. This field is optional.
Set Name – Select the Pick-Up button and select a set of users. The fines for the users from the selected set will be used for waiving, together with the other filter options selected on the page.
When you have completed Select Run bulk fine waiving and select Confirm in the confirmation dialog box. The job runs, and information about the job appears on the page. Select Refresh to monitor the progress of the job. Also see Viewing Running Jobs and Viewing Completed Jobs.

Filter from File

In the Filter from Analytics/File tab, select From File and enter the following information:

File – Upload a file that contains the relevant fines. The maximum file size is 10 MB. The imported file must be a text file (.txt or .csv and the files must be encoded as UTF-8) or Excel file (.xls or .xlsx).

For the data to be read, it must have the FINE FEE ID Header at the top of the column. This header can also be with hyphens, i.e., FINE-FEE-ID or with underscores, i.e., FINE_FEE_ID.
If the Excel file has more than one column, it looks for the first column of data that has a valid header type and uses that one.
The ensuing cells of the Header column must contain the fine identifiers. Below is an example:

The Excel file information for Fine IDs.

When uploading a .txt file, the first row must contain the FINE_FEE_ID header, and the ensuing rows must contain the fine identifiers (each separated by a carriage return, a comma or an apostrophe).

If you perform an import with invalid data, each invalid cell is ignored.

Waiving reason – The reason for waiving the fine. For example, you may want to waive fines accrued by your faculty.
Waiving comment – Add a comment as needed. This field is not mandatory.
When you have completed Select Run bulk fine waiving and select Confirm in the confirmation dialog box. The job runs, and information about the job appears on the page. Select Refresh to monitor the progress of the job. Also see Viewing Running Jobs and Viewing Completed Jobs.

Filter from Analytics

This feature works only with reports, not dashboards or data visualizations.
Reports must be in a shared folder for this feature to work.
The Analytics report must contain a Header with a valid field for creating the report. In this case, the Header must be the Fine Fee ID.

In the Filter from Analytics/File tab, select From Analytics and enter the following information.

Analytics folder – Select the folder.
Recent reports – Reports that were recently used in the Bulk Fine Waiving screen (not recently-created reports in Analytics). Select the report from the Name field.
My Reports – Reports to which you have permissions to access (see Analytics Object List). Select the report from the Name field.
Name – Enter a name for the report. Report names cannot contain a special character or an error message "Failed to connect to analytics" is displayed.
When you have completed Select Run bulk fine waiving and select Confirm in the confirmation dialog box. The job runs, and information about the job appears on the page. Select Refresh to monitor the progress of the job. Also see Viewing Running Jobs and Viewing Completed Jobs.