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E 9: Managing Fines & Charges at Check Out, Check In, and Renewal

Overview

Description:

Fine and charge management can be done while checking out, checking in, and renewing items.

Note:

Please refer to sections E1: Checking Out Items, E2: Express Registration, and E4: Renewing Items of the manual for information on how to check out, check in, and renew items.

Managing Fines at Check-In

Instructions:

  1. When scanning overdue items a patron is returning at the circulation desk, a Check In – Fine pop-up will appear.



  2. You may proceed to pay the fine, waive the fine, or charge the patron's account by clicking on 'Continue', 'Waive', or 'Charge Account'.

    1. Pay the Fine

      1. If paying the fine, click 'Continue'.



      2. The fine will appear in the Pending patron account transactions section.



      3. Select the fine and click 'Pay New…'.



      4. The Pay pop-up appears containing the Balance and Amount owed by the patron for that transaction.



      5. Enter an amount in the Amount field if different from what displays as in the case of a partial payment, and select the method of payment from the Method drop-down menu.



      6. Click 'OK'.

      7. The transaction is complete and a receipt will be automatically generated.

        ALERT!

        When a transaction is in the Pending patron account transactions list, it must be resolved before you can close the workform.

        Tip:

        After clicking Continue on the Check In – Fine pop-up, you can also choose to waive the fine or charge the patron's account in lieu of collecting payment.  To do so, select the fine and click 'Waive New' to waive the fine or 'Charge New' to charge the patron's account.

         

        If waiving the fine, click 'Waive New'.  The fine will be automatically waived and the transaction is complete.

         

         

        If you wish to charge the fine to the patron's account to be paid at a later date, click 'Charge New'.

         

        Click on Manage All Fines to access the Patron Status Account View to manage multiple fines.



    2. Waive the Fine

      1. If waiving the fine, click 'Waive'.



      2. The fine will be automatically waived and the transaction is complete.

    3. Charge the Patron's Account

      1. If you wish to charge the fine to the patron's account to be paid at a later date, click 'Charge Account'.



      2. The fine will be automatically added to the patron's account.

      3. The transaction is complete and the fine will now appear in the Account view of the Patron Status workform.

Managing Fines at Check-Out (Under $5.00)

Description:

When scanning a patron's barcode during the check-out process, current charges owed by the patron, if under $5.00, are seen in the account summary under Acct charges beneath the Patron barcode field and no block will appear.

 

Instructions:

Managing these fines is done through the Account view of the Patron Status workform.

You can access the Account View of the Patron Status workform directly by clicking the Patron Status Account icon or CTRL+A.

 

Note:

Please refer to section E8: Managing Fines & Charges within the Patron's Account of the manual for information and instructions on how to manage the patron's account via the Account view of the Patron Status workform.

Managing Fines at Check Out (Over $5.00)

Description:

If the patron has $ 5.00 or more charged to their account, a Patron Blocks pop-up will appear.

Instructions:

  1. To pay the fine, click 'Patron Status' to access the Patron Status workform which is where fines are managed.


  2. This will yield the Items Out view of the Patron Status workform.



  3. Click the Account icon to go to the Account view of the Patron Status workform.



  4. From here, you may choose to pay one, multiple, or all the charges on the patron's record.

    Note:

    Please refer to section E8: Managing Fines & Charges within the Patron's Account of the manual for information on how to manage fines from the Account view of the Patron Status workform.

Managing Fines at Renewal

Description:

In the Account view of the Patron Status workform, overdue items are flagged with an icon of an exclamation point inside a yellow triangle.

 

When attempting to renew an overdue item, an Overdue Fine pop-up will appear.

Instructions:

  1. You may choose to pay the fine, waive the fine, charge the account, or cancel the transaction.

    1. Pay the Fine

      1. If paying the fine, click Pay.



      2. The Pay pop-up will appear containing the Balance and Amount owed by the patron for that particular charge.



      3. Enter a dollar amount in the Amount field if different than the value displayed, as in the case of a partial payment, and select the method of payment from the Method drop-down menu.



      4. Click 'OK'.

      5. The overdue flag is removed from the patron's Items Out list, the item is renewed and a receipt is automatically generated.



    2. Waive the Fine

      1. If waiving the fine, click 'Waive'.



      2. The overdue flag is removed from the patron's Items Out list and item is renewed.



    3. Charge the Account

      1.  If charging the account, click 'Charge Account'.



      2. The overdue flag is removed from the patron's Items Out list and item is renewed.



      3. The charge now appears in the patron’s Account.



    4. Cancel the Transaction

      1. If cancelling the transaction, click ‘Cancel’.



      2. A Polaris pop-up appears informing you that the renewal process has been stopped.



      3.  The item has not been renewed and remains flagged as overdue.

         
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