Documentation: Lost and Paid Status

Adding docs for lost and paid status. These changes also moves the copy
statuses documentation up from the old 1.6 docs with the addition of the
long overdue and lost and paid statuses and includes some fixes to the
bills documentation.

Signed-off-by: Kathy Lussier <klussier@masslnc.org>

diff --git a/docs/admin/copy_statuses.txt b/docs/admin/copy_statuses.txt
new file mode 100644 (file)
index 0000000..95d542a
--- /dev/null
+++ b/docs/admin/copy_statuses.txt
@@ -0,0 +1,81 @@
+Copy Status
+-----------
+
+To navigate to the copy status editor from the staff client menu, select *Admin*
+-> *Server Administration* -> *Copy Statuses*.
+
+The Copy Status Editor is used to add, edit and delete statuses of copies in
+your system.
+
+For each status, you can set the following properties:
+
+* Holdable - If checked, users can place holds on copies in this status,
+provided there are no other flags or rules preventing holds. If unchecked,
+users cannot place holds on copies in this status. 
+* OPAC Visible - If checked, copies in this status will be visible in the
+public catalog. If unchecked, copies in this status will not be visible in the
+public catalog, but they will be visible when using the catalog in the staff
+client.
+* Sets copy active - If checked, moving a copy that does not yet have an
+active date to this status will set the active date. If the copy already has
+an active date, then no changes will be made to the active date. If unchecked,
+this status will never set the copy's active date. 
+  
+Evergreen comes pre-loaded with a number of copy statuses.
+
+.Stock copy statuses and default settings
+[options="header"]
+|==============================================
+|ID|Name|Holdable|OPAC Visible|Sets copy active
+|0|Available|true|true|true
+|1|Checked out|true|true|true
+|2|Bindery|false|false|false
+|3|Lost|false|false|false
+|4|Missing|false|false|false
+|5|In process|true|true|false
+|6|In transit|true|true|false
+|7|Reshelving|true|true|true
+|8|On holds shelf|true|true|true
+|9|On order|true|true|false
+|10|ILL|false|false|true
+|11|Cataloging|false|false|false
+|12|Reserves|false|true|true
+|13|Discard/Weed|false|false|false
+|14|Damaged|false|false|false
+|15|On reservation shelf|false|false|true
+|16|Long Overdue|false|false|false
+|17|Lost and Paid|false|false|false
+|==============================================
+
+Adding Copy Statuses
+~~~~~~~~~~~~~~~~~~~~
+
+. In the _New Status_ field, enter the name of the new status you wish to add.
+. Click _Add_.
+. Locate your new status and check the _Holdable_ check box if you wish to allow
+users to place holds on items in this status. Check _OPAC Visible_ if you wish
+for this status to appear in the public catalog. Check _Sets copy active_ if you
+wish for this status to set the active date for new items.
+. Click _Save Changes_ at the bottom of the screen to save changes to the new
+status.
+
+Deleting Copy Statuses
+~~~~~~~~~~~~~~~~~~~~~~
+
+. Highlight the statuses you wish to delete. Ctrl-click to select more than one
+status.
+. Click _Delete Selected_.
+. Click _OK_ to verify.
+
+[NOTE]
+You will not be able to delete statuses if copies currently exist with that
+status.
+
+Editing Copy Statuses
+~~~~~~~~~~~~~~~~~~~~~
+. Double click on a status name to change its name. Enter the new name.
+
+. To change whether a status is holdable, visible in the OPAC, or sets the
+copy's active date, check or uncheck the relevant checkbox.
+
+. Once you have finished editing the statuses, remember to click Save Changes.
\ No newline at end of file

diff --git a/docs/circulation/circulation_patron_records.txt b/docs/circulation/circulation_patron_records.txt
index 9bd0568..a04da95 100644 (file)
--- a/docs/circulation/circulation_patron_records.txt
+++ b/docs/circulation/circulation_patron_records.txt
@@ -652,15 +652,16 @@ image::media/circulation_patron_bills-2.png[circulation_patron_bills 2]
 *Circulation bills*: system-generated (overdue fines, lost
 item cost, processing fees, etc.).
 
-* Overdue fines are added daily once an item is overdue.  When an item is marked
-* as lost, bills may be automatically generated to cover the item's cost and a
-* processing fee, according to library policy.
+* Overdue fines are added daily once an item is overdue.
+* When an item is marked as lost, bills may be automatically generated to cover
+the item's cost and a processing fee, according to library policy.
 
 *Grocery bills*: staff-applied to patron accounts.
 
 * One default grocery bill, Misc, exists in an unmodified Evergreen
-* installation.  Additional grocery bills may be configured through the Admin
-* settings.  Admin -> Server Administration -> Billing Types.
+installation.
+* Additional grocery bills may be configured through the Admin settings. *Admin*
+ -> *Server Administration* -> *Billing Types*.
 
 To view more information about a bill, highlight the bill and right-click or use
 the _Actions for Selected Transactions_ menu to select _Full Details_.
@@ -692,8 +693,13 @@ appropriate amount.
 
 image::media/circulation_patron_bills-6.png[circulation_patron_bills 6]
 
-NOTE: the presence of the _Uncheck All_ and _Check All_ options below the list
-of bills.
+[TIP]
+By default, Evergreen checks all bills when the bills screen loads. 
+Evergreen sites can change this default by enabling the _Uncheck bills by
+default in the patron billing interface_ setting in the Library Settings
+Editor (*Admin* -> *Local Administration* -> *Library Settings Editor*). Note
+the presence of the _Uncheck All_ and _Check All_ options below the list of
+bills.
 
 image::media/circulation_patron_bills-7.png[circulation_patron_bills 7]
 
@@ -726,10 +732,17 @@ image::media/circulation_patron_bills-9.png[circulation_patron_bills 9]
 
 [TIP] 
 ================================================ 
-* Items marked with red are still checked out. It is possible for a patron to
-* pay a bill while the item is still out and accruing fines.  When Check is
-* selected as the payment type, it is not necessary to select _Annotate
-* Payment_, as a box for the check number and a note displays automatically.
+* Items marked with red are still checked out. Items marked with dark red are
+lost. Items marked with orange are still checked out and long overdue.
+* It is possible for a patron to pay a bill while the item is still out and
+accruing fines. 
+* When Check is selected as the payment type, it is not necessary to select
+_Annotate Payment_, as a box for the check number and a note displays
+automatically.
+* If a patron pays the entire bill for a lost item and the library has enabled
+the _Use Lost and Paid copy status_ setting in the Library Settings Editor
+(*Admin* -> *Local Administration* -> *Library Settings Editor*), the copy's 
+status will automatically change from _Lost_ to _Lost and Paid_.
 ================================================
 
 Void vs. Forgive 

diff --git a/docs/root.txt b/docs/root.txt
index 98789c3..c3a1169 100644 (file)
--- a/docs/root.txt
+++ b/docs/root.txt
@@ -198,11 +198,13 @@ include::admin/authorities.txt[]
 
 include::admin/Best_Hold_Selection_Sort_Order.txt[]
 
+include::admin/booking-admin.txt[]
+
 include::admin/cn_prefixes_and_suffixes.txt[]
 
 include::admin/circulation_limit_groups.txt[]
 
-include::admin/booking-admin.txt[]
+include::admin/copy_statuses.txt[]
 
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