Using the Waiver Request Workflow

The waiver request workflow involves the following steps:

1. A patron requests a waiver for one of their fines.

2. An authorized staff member submits a waiver request using the Waiver Request form.
   

   To access the Waiver Request form, you need Fines: Submit waiver requests permission.

3. Overseeing staff approves or declines the waiver request.
   

   To approve a waiver request, you need the Fines: Approve waiver requests for user threshold permission. To decline a waiver request, you need the Fines: Decline waiver requests permission.

   When you approve or decline a waiver request, the following happens:

   • Approved — the amount requested is waived and removed from the patron's account.
     

   • Declined — the charge remains on the patron account.

Submit a Waiver Request

To submit a waiver request

1. Use the Find Tool to find the patron who wants a waiver.

2. To open the patron record workform, double-click the patron in the search results.
   The patron record workform appears.

3. Select the Account view.

4. Select the check box beside the charges you want to waive.

5. Select Waiver Request.
   The area below the buttons expands to show the Waiver Request Form.

   

6. Fill in the form information:

   • (Optional) Change the Amount to waive. By default, Leap lists the entire amount of the charge.

   • Select a Reason.

   • (Optional) Enter a Note.

7. Select REQUEST WAIVER.
   The Waiver column appears in the patron's account table. This column has a check mark in it if there is a pending waiver request for the charge.

   Note:
   When a waiver request is in progress, Leap doesn't allow:

   • A staff member to start a new waiver request.

   • A patron to pay the fee in question.

   

   The waiver request moves to the Approval Dashboard.

Approve or Decline a Waiver Request

To approve or decline a waiver request

1. To open the Approval Dashboard, go to Utilities > Approval Dashboard.
   

   The Weeding Requests tab of the dashboard appears.

2. Select Waiver Requests.

   The Waiver Requests tab of the dashboard appears in the Active Requests view.
   

3. (Optional)Filter or sort the list of waiver requests.

   • To filter by keyword, type a keyword in the Filter box.

   • To sort the list, select a column header.

4. Select the checkbox beside the waiver request you want to approve or decline.

   Leap enables the REVIEW button.

5. Select REVIEW.

   The Review Waiver Request ID dialog opens.

   

6. Review the waiver request information.

7. (Optional) Enter an explanation in the Decision Note field.

8. Select one of the following:

   • APPROVE– Select this option to approve the waiver request. The waiver request is set to a status of Approved, and Leap removes the charge from the patron's account.

   • DECLINE – Select this option to leave the charge on the patron's account. The waiver request is set to a status of Declined.