Waive Charges with the Waiver Request Workflow

The waiver request workflow gives you more granular control over the process of waiving an amount charged to a patron's account. To use this workflow, your library designates staff members who can oversee the waiver process by approving or declining requests. Staff members who don't have permission to waive fees can start the process by requesting a waiver approval.

Important:
To use the waiver request workflow, you must remove the single waive permission (Fines: waive fines at circ) and set the following system-level permissions for staff members:
  • Fines: Submit waiver requests
  • Fines: Approve waiver requests for user threshold
  • Fines: Decline waiver requests

This section covers the following:

  1. Set Up the Waiver Request Workflow in Polaris System Administration (staff client).
  2. Use the Waiver Request Workflow in Leap.