Library Guides: JCU Library Experience Procedures ALMA: Fulfilment: Placing, Paying and Waiving Fees and Payments

Placing fines

Purpose/Disclaimer
Placing fines

Placing fines on an account

Purpose

To be able to place, fee/s on a patron account in ALMA

ALMA Roles

Fulfilment Operator
Circulation Operator

Responsibility

All Frontline Staff

Please ensure you are putting the accurate reason/ amount for fines, when they placed on the account. e.g. Lost replacement, 3D printing, Card Renewal etc..

Note: Overdue fines will automatically generate

Open ALMA
Location should be [YOUR CAMPUS]- Circulation desk
Go to Fulfillment → Checkin/ Checkout → Manage Patron services
Scan patron card
Click on the price under active balance under the patron’s name on the right hand side of the screen

On the right hand side of the screen click Add Fine or Fee

Choose the Fee Type from the drop down arrow
Fill out Fee Amount
If it is a resource with a barcode put it in the Item Barcode section
Place any additional comments in the comment section

Select Add and Close
The account will now look like this.

Checking for previous fines

Purpose

To be able to find previous fee/s on a patron account in ALMA

ALMA Roles

Fulfilment Operator
Circulation Operator

Responsibility

All Frontline Staff

Open ALMA
Location should be {Your Campus}- Circulation desk
Go to Fulfillment → Checkin/ Checkout → Manage Patron services
Scan patron card
Click on the price under active balance under the patron’s name on the right hand side of the screen
Click the amount button (Do not press Pay)

Which will bring up the Payment Details screen

Click on Status: Active and change to closed

You should now see a list of previous charges and payments that are closed off

Paying the Fee on a account

Paying the fee on a account

Purpose

To be able to pay a fee/s on a patron account in ALMA

ALMA Roles

Fulfilment Operator
Circulation Operator

Responsibility

All Frontline Staff

Open ALMA
Location should be [Your Campus]- Circulation desk
Go to Fulfillment → Checkin/ Checkout → Manage Patron services
Scan patron card
Click on the price under active balance under the patron’s name on the right hand side of the screen
Click the Pay button

Which will bring up the Payment Details screen
You have the option to either pay All Fines (full amount) or Specific fines (Partial amount)

Select All Fines
Select Payment Method: Cash or Credit Card
Make sure that the full amount is reflected in Payment Amount
The Transaction ID will be the SMS receipt number (please see procedure for receipting in SMS)

Click Send
Click Confirm

On the right hand side should see this screen. Receipt will be automatically emailed to patron. If required you can print the receipt here by clicking Quick Print.

Select Specific Fines
Select what fines to pay. For example if you had multiple book fines to pay you can choose to only pay one of the fines here, or if someone just wanted to pay their reregistration before paying off their book fines.

Select payment Method: Cash or Credit Card
Make sure that the amount to pay is reflected in Payment Amount
The Transaction ID will be the SMS number (please see procedure for receipting in SMS)

Click Send
Click Confirm

On the right hand side should see this screen. You can print the receipt here by clicking Quick Print.

Waiving fines

Disclaimer
Waving fines

Waiving fines on an account

Purpose

To be able to waive a fee/s on a patron account in ALMA

ALMA Roles

Fulfilment Operator
Circulation Operator

Responsibility

All Frontline Staff

Do not waive any fines, unless you have been told to do so by your supervisor

Open ALMA
Location should be {Your Campus}- Circulation desk
Go to Fulfillment → Checkin/ Checkout → Manage Patron services
Scan patron card
Click on the price under active balance under the patron’s name on the right hand side of the screen
Click the amount button (Do not press Pay)

Which will bring up the Payment Details screen

Select which fee to waive by the check box on the side and click Waive Selected (You can choose to waive all fees here as well)
It will bring up this screen;