Out-of-System Fees
AKA # 49 Out of Process TCP Fees, # 211 New GF Subtype, ROW's #1 Priority, Outstanding Audit Request
Note: We discovered that both these issues are part of the same user story.
- #211 will be closed
Stakeholders: Paloma, Kim, Mooney
User Story: As the ATD Cashier at Toomey, I need to record all fees i accept in one system of record. The few remaining fees not in AMANDA should be added ASAP.
User Story: As the person paying an 'out of process' fee, I need to be able to pay those fees online.
Future State:
When ROW staff need to collect an 'out of process' fee
- In AMANDA, create a new GF folder, choose subtype ATD
- Add the project location (site address) to the folder property tab
- Add people record types Applicant, and Billed-To to the people tab
- Need SME Input Complete required info fields on the info tab
- Kim was unsure if TCP Review staff will want any info tab fields. Perhaps the TCP #?
- Insert & bill the fee(s), provide customer with the invoice
- The folder status will be 'Pending Payment'
- The customer pays the fee
- The folder status updates to 'Payment Complete' -End Process-
- Brandi is best to ask for a list of fees collected outside of AMANDA
- The General Fees (GF) folder in AMANDA is what other departments are using to record fees outside of a specific case folder
- TCP Review Fee is being collected manually
- Need SME Input
- Amount? Flat Fee - no logic
- Name of Fee?
- ATD Surcharge?
Old Description: ROW Fee audit recommendation that out of process TCP review fees be captured in AMANDA ASAP.
Two Options TBD:
- Create new fee and apply it on existing folder types
- Create new (very simple) folder and fee
Request Date: 2018-12-03 13:37:00
Request ID: DTS18-103160
Status: Backlog
Customer Priority: 0
Level of Effort: Minor
DTS URL: https://atd.knack.com/dts#service-requests/view-issue-details/5c058609a3cc99085ea2bb6f
Migrated to atd-data-tech #1951