Fine rules

What it is

Automatic late-fee rules that apply after a grace period.

Why it matters

Encourages on-time payment without staff adding fines by hand.

When to use it

Finance staff set the rules once; fines then apply automatically and stay capped.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fees to open it.
3. Click Fine rules.

What you see

Fine rules · click the picture to enlarge

Buttons on this screen

• New fine rule — opens a form to add a new one. See Filling in the form below.

Filling in the form

1. Click the New fine rule button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (4 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Fine rules · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Code *	text	A short code for this fine, such as LIB-LATE. Must be unique.
Name *	text	The fine's name as staff will see it, such as Late library book.
Basis *	choose	Pick what the fine is worked out from, such as days late.
Grace days *	number	Days allowed before the fine starts. Type 0 to start at once.
Active	switch	Tick to use this fine. Untick to switch it off.
Fixed amount (minor units)	number	The flat fine in the smallest money unit. Type 500 for 5.00.
Percent	number	A percentage charged as the fine, such as 2 for two percent.
Currency	choose	Pick the currency the fine is charged in.
Cap (minor units)	number	The most the fine can ever reach, in the smallest money unit.
Fee plan	choose	Pick the fee plan this fine applies to.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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