Estimate Fines from the Patron Status Workform - Claims View

If your library has opted to include items in the estimated fine calculation that are declared or billed lost but the overdue fine has not yet been charged, and/or claimed items, you can estimate  for a patron on these items as well as others currently checked out. (The library may also choose to include estimated fines in the threshold calculation that determines if a patron should be blocked for overdue fines.) You can estimate  for a patron on items that are currently checked out, calculating the fines if the items were returned today or on a date you select.

To estimate fines for a patron from the Patron Status workform - Claims view:

1. Display the patron’s record in the Patron Status workform (refer to Find patron services and related records).
2. Select View, Claims or click to display the Claims view.
3. Click the Estimated Fines icon above the Claims list.

The Estimated Fines dialog box opens. The dialog box shows the fine on each item and the total estimated fines if the items are returned today.

Note:
The displayed amount never exceeds the maximum fine limit per material type set up in Polaris Administration, even if the calculated amount is greater. That is, the patron is never charged more that the maximum fine limit.

4. To view the estimated fines if the items are returned at a future date, click the calendar icon and use the calendar control to set the date; then click Recalculate.
5. Click Print to print the information on the printer specified for the workstation.

The information is formatted for a receipt printer and includes the title, author, due date, and estimated fine. Claimed (and lost items, if included in the calculation) are included in the printed information.

Related Information

You can also estimate fines from the Patron Status workform - Items Out view. See Estimate fines on currently checked out items.