Setting Up a Group
A group represents a location or set of locations for which you want a single report generated. You must set up a group so that you can decide what criteria qualifies borrowers to be submitted for collection for the location or locations in the group (such as when borrowers with overdue materials are sent to collection or which borrower types [BTYPEs] are excluded from collection).
Debt Collect delivers a default group (group 1). If you are setting up a group for the first time, you must change the default group settings to fit the needs of your location or locations and your collection agency. Most libraries need only one group; however, if your library is part of a consortia, then you may want to create more than one group to represent each location, if necessary. If you need to add agroup, contact your SirsiDynix support representative for instructions.
When you set up a group, you can decide different parameters about the group, including some of these things:
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General parameters that Debt Collect uses in gathering the information for a report (for example, the minimum fine amount, minimum borrower age, any grace period, and so forth). |
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Collection agency email address to which Debt Collect sends reports for a library. |
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Which reports to use for submit and update. |
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Any processing fees incurred during fine processing. |
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Which borrower types (BTYPEs) you may want to exclude from qualifying for collection. |
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Which library locations you want to include in the group. |
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Which location’s blocks to use for sending borrowers to collection. |
How you use groups in Debt Collect is up to you and library staff at any other locations for which you are responsible. How many groups and what their parameters are depends on what you decide with the other locations involved with Debt Collect. (For example, if you have a library location that wants different parameters for qualifying borrowers for collection, then you may want to create a new group for that location.) Each location in a group should have the same parameters and use the same report for all of the locations in the group.
When you set up a group, you must do these tasks:
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Change the settings of the default group to fit your needs and create any new groups, if necessary. |
(For more information, see Changing a Group.)
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Assign library locations to a group. |
For each group you have, you must assign the library locations that you want. Each location’s debt collection information will be in the same report as all of the other locations in the group. (For more information, see Assigning Library Locations to a Group.)
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Assign a submit and update report to the group. |
(For more information, see Changing a Report.)
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Complete the setup for a group. |
For each group, you must do a few additional setup tasks in your Horizon database. (For more information, see Completing the Setup for a Debt Collect Group.)
In addition to the setup tasks that you must do, you can do these optional setup tasks for a group:
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Assign a processing fee to a range of fines. |
(For more information, see Assigning a Processing Fee to a Range of Fines (Optional).)
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Exclude a borrower type (BTYPE) from qualifying for collection. |
(For more information, see Excluding a BTYPE from Qualifying for Collection (Optional).)
Once you set up a new group, you can change it or delete it, as necessary.
This section explains these topics:
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