Notice Schedule: Difference between revisions

From MFRL Staff Wiki
Jump to navigation Jump to search
No edit summary
 
(20 intermediate revisions by 2 users not shown)
Line 1: Line 1:
==PreDue Notice Schedule and Info==


== Master Timeline for PreDue, OverDue, and High Balance Notices ==
These notices are sometimes referred to as "reminders".   
 
'''PreDue Notices''' which does include a "freshly-overdue" notice.  These notices are sometimes referred to as "reminders".   


Receiving these notices is a patron opt-in choice.  It's keyed off of User Cat2, now labeled as PreDue.  Delivery methods are email, phone, and text.
Receiving these notices is a patron opt-in choice.  It's keyed off of User Cat2, now labeled as PreDue.  Delivery methods are email, phone, and text.


Emailed notices are sent during the 7AM hour; Text and Phone are sent at noon.
Emailed notices are sent during the '''7AM''' hour; Text and Phone are sent at '''noon'''.


* Three Days before due date: First Pre-due notice
* Three Days before due date: First Pre-due notice
* One Day before due date: Second Pre-due notice
* One Day before due date: Second Pre-due notice
* <del>Two Days Overdue: Overdue notice</del> ''decommissioned''<sup>[[Overdues#References|2]]</sup>
* Eight Days Overdue: Overdue notice
'''Overdue Notices'''


Overdue notices are only sent on Wednesdays; thus the timing of event can vary by as much as 6 days.
==Overdue Notice Schedule and Info==


Delivery options are email, phone, and text and is indicated by User Cat6 ("OverDues").  Patrons can't opt out of receiving overdue notices.  USPS remains an option, but it is only for those with no ability to receive electronic delivery methods. The ''Third Overdue / Bill for Items Not Returned'' is always sent via USPS. 
Overdue notices are sent daily. Delivery options are email, phone, and text and is indicated by User Cat6 ("OverDues").  Patrons can't opt out of receiving overdue notices.  USPS remains an option, but it is only for those with no ability to receive electronic delivery methods.


Emailed notices are sent at 6AM; Text and Phone are sent at 9AM.
First and Second Overdue Notices are combined and sent with each other. Emailed notices are sent just before '''8AM'''; Text and Phone notices are sent at '''9AM'''.


* Two Weeks (15-21 days): First Overdue Notice
Bill for Item(s) Not Returned Text and Phone messages are sent at '''10:30AM'''; the Email notifications go out just prior to that.  
* Four Weeks (29-35 days): Second Overdue Notice
* Six Weeks (43-49 days): Third Overdue / Bill for Items Not Returned.  '''Patron billed for replacement cost of item'''. This notice includes mention of future collections action and additional fees if not rectified.
* Eight Weeks (57-63 days): '''Patron is turned over to UMS''' ''if'' overdue items have a total value of $25 or more.  A $15 REFERRAL bill is created, and patron status changes to COLLECTION.  There is no MFRL notice sent for this action.


* One Week: First Overdue Notice
* Two Weeks: Second Overdue Notice
* Three Weeks: Third Overdue / Bill for Items Not Returned.  '''Patron billed for replacement cost of item'''.


'''High Balance Notices'''
===Exceptions===
 
*The 3rd OD / Bill Notice does not run for BOARD, STAFF, or RETIREDMFR.  Thus, their checkouts never change from Overdue to Lost-assumed, and no LOST bill is created.
In addition to notices for checked out items, MFRL also has a schedule of notices for patrons with large unpaid balances.  These notices are sent on Wednesdays, and always sent via USPS on a crash mailer.
*We don't send USPS 1st or 2nd OD Notices for MAGAZINE checkouts.  However, these can be sent via TXT or PHONE.  The 3rd OD / Bill Notice does not run for these checkouts, so no LOST bill is created.  These checkouts are removed when the magazine is removed from the system, which is 6 months or 1 year from item creation.
 
*The only notice - PreDue or Overdue - that INSTITUTE patrons can receive is the ''2nd OD eMails - 8 day'' reminder<ref>Per 01/31/2017 Management Meeting</ref>.  This is still dependent upon User Cat2 opt-in indicator.
*Two Weeks with High Balance
**Notice sent if amount due on bills created 15 or more days ago total '''$25 or more'''
**Includes mention of future collections action and additional fees if not rectified
**States deadline to pay before being sent to collections
***Deadline is slightly less than three weeks after notice creation; 8PM on the Monday before "three weeks" occurs
***This time and day revolves around Paymentus hours, not library hours.
**Also states that no additional notices will be sent, and online payment is available
*Five Weeks with High Balance
**'''Patron is turned over to UMS''' if the balance on bills as described above is $25 or more
**Newly created bills are not added in this calculation
**A $15 REFERRAL bill is created, and patron status changes to COLLECTION.
**There is no MFRL notice sent for this action.
 
 
'''INSTITUTE patrons'''
 
The only notice listed above that Institutional patrons receive is the ''Eight Days Overdue: Second Overdue email''<sup>[[Overdues#References|1]]</sup>.
 
== Patrons in Collections Status ==
 
When a patron is turned over to UMS, a collection fee of $15.00 is automatically added to the account.  This fee is '''Non-negotiable'''.  This fee defrays the cost that MFRL incurs when sending patrons to UMS.
 
* Once in Collection status, a patron must pay their entire balance due to get out of Collection status.
* If a patron in collections wishes to make scheduled payments to their account, branches can "suspend" UMS actions (calls and letters from UMS) through a UMS interface.
* It is not possible to delay the sending of a patron to UMS.
 


== See also ==
== See also ==
*[[Notices|Predue and Overdue Notices]] - Schedule and Examples of our Predue and Overdue automated electronic notices. ''Examples of PreDue, Overdue, and High balance notices''
*[[Notice Examples]] - Examples of our notices.
*[[HoldSchedule|Hold Notice Schedule]] - Q: When do Hold Notices go out?  A: Multiple times per day.
*[[HoldSchedule|Hold Notice Schedule]] - Q: When do Hold Notices go out?  A: Multiple times per day.


==References==
==References==
<sup>1</sup>As per 01/31/2017 Management Meeting
<references />
 
<sup>2</sup>As per 11/14/2017 Management Meeting; PBWorks ''Event and Configuration Change Log''; "Sirsi WF OD eMail Report Fail - 11/03/2017"

Latest revision as of 08:28, 18 June 2025

PreDue Notice Schedule and Info

These notices are sometimes referred to as "reminders".

Receiving these notices is a patron opt-in choice. It's keyed off of User Cat2, now labeled as PreDue. Delivery methods are email, phone, and text.

Emailed notices are sent during the 7AM hour; Text and Phone are sent at noon.

  • Three Days before due date: First Pre-due notice
  • One Day before due date: Second Pre-due notice

Overdue Notice Schedule and Info

Overdue notices are sent daily. Delivery options are email, phone, and text and is indicated by User Cat6 ("OverDues"). Patrons can't opt out of receiving overdue notices. USPS remains an option, but it is only for those with no ability to receive electronic delivery methods.

First and Second Overdue Notices are combined and sent with each other. Emailed notices are sent just before 8AM; Text and Phone notices are sent at 9AM.

Bill for Item(s) Not Returned Text and Phone messages are sent at 10:30AM; the Email notifications go out just prior to that.

  • One Week: First Overdue Notice
  • Two Weeks: Second Overdue Notice
  • Three Weeks: Third Overdue / Bill for Items Not Returned. Patron billed for replacement cost of item.

Exceptions

  • The 3rd OD / Bill Notice does not run for BOARD, STAFF, or RETIREDMFR. Thus, their checkouts never change from Overdue to Lost-assumed, and no LOST bill is created.
  • We don't send USPS 1st or 2nd OD Notices for MAGAZINE checkouts. However, these can be sent via TXT or PHONE. The 3rd OD / Bill Notice does not run for these checkouts, so no LOST bill is created. These checkouts are removed when the magazine is removed from the system, which is 6 months or 1 year from item creation.
  • The only notice - PreDue or Overdue - that INSTITUTE patrons can receive is the 2nd OD eMails - 8 day reminder[1]. This is still dependent upon User Cat2 opt-in indicator.

See also

References

  1. ↑ Per 01/31/2017 Management Meeting
Retrieved from "http://wiki.mfrl.org/index.php?title=Notice_Schedule&oldid=1579"