Add, edit, or duplicate fees for the district

District users with the Manage Resources for the District or Manage Patrons for the District permission can create, edit, and duplicate fees to assign throughout the district.

When fees are created or at a later time, the district user can assign fees to groups of patrons throughout the district based on patron type, persona, or status. Site users with the appropriate permissions can view, add, pay, waive, and delete the district-created fees for their individual patrons.

To create a fee:

  1. Log in as a district user.
  2. Based on how Destiny is set up at your district, do one of the following:
    • Select Applications. > District Back Office.
    • From the top-right corner, click District.
  3. Select Admin > Manage Fees.
  4. To add a new fee, click Add Fee.
    Add fee.W
  5. Enter a Fee Name.
  6. Use the Amount field to enter the charge.
  7. Type dates in the Effective from and to fields, or add them with Calendar icon..
  8. In the Applies to patrons section, limit by any of the following:
    • Persona
    • Patron Type
      1. To select specific patron types, click Update to make your selections.
      2. Click OK.
    • Status
  9. Do one of the following:
    • To save the fee and assign it later, click Save.

      Note: Site users with the appropriate permissions can see and add the saved fees to their individual patrons.

    • To assign fees now, click Assign. The Job Manager appears.
      1. When the Status is Completed, click View.
      2. The Job Summary shows the following:
        • Number of patrons matching your selection, patrons already with the fee, patrons assigned the fee, and number of errors.
        • The patron assigned the fee, their barcode, site association, and patron type.

Patrons with multiple site associations will be charged one time at their primary site.

To edit or duplicate a fee:

  1. Log in as a district user.
  2. Based on how Destiny is set up at your district, do one of the following:
    • Select Applications. > District Back Office.
    • From the top-right corner, click District.
  3. Select Admin > Manage Fees.
  4. Next to the fee to edit, click Edit icon.or to duplicate, click Duplicate icon..
  5. Make necessary changes.
  6. Do one of the following:
    • To save the fee and assign it later, click Save.
    • To assign fees now, click Assign. The Job Manager appears.
      1. When the Status is Completed, click View.
      2. The Job Summary shows the following:
        • Number of patrons matching your selection, patrons already with the fee, patrons assigned the fee, and number of errors.
        • The patron assigned the fee, their barcode, site association, and patron type.