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Equipment: Change or remove a fine template for a category or an individual item

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Fine templates define how much money you want to charge for overdue items. You can create multiple fine templates to use with entire categories of equipment, or just for specific items. Each template allows you to define how overdue fines are calculated, how much to charge, minimum and maximum amounts, and even when to assess replacement charges for lost items.


Select a fine template for a category

If you wish to charge overdue fines for items in a category, you can select which fine template you wish to apply. Otherwise, select No fines applied/disabled if you don't want to charge fines.

To select a fine template to use for a category:

  1. Go to Admin > Spaces & Equipment.

Selecting Equipment & Spaces from the Admin menu

  1. Under the Locations tab, find the location containing the category you want to move and click on its link in the Equipment column.

Clicking on a location's link in the Equipment column

  1. Under the Equipment & Categories tab, click on your category's Cog () button and select Edit Category from the dropdown.

Clicking a category's Edit Category button

  1. Under the General tab, select a template from the Fine Template dropdown.
    • When an item becomes overdue, the fine template will be used to determine how much the user is charged.
    • Fine accruals start once the item becomes overdue and end once the item is returned.
    • Please note: a category's fine template can be overridden in each item's Details options -- either to use a different fine template or no fines at all.
  2. Click the Save Category Settings button.

The fine templates field and Save Category Settings button


Select a fine template for an individual item

If you'd like specific items in a category to use a different fine template (e.g. perhaps your Macbooks get treated differently than your PC laptops), you can select which template to use in the item's Details tab.

Remember: this can only be edited in your main item records. The changes you make to the main item record will be automatically reflected in all items linked to it.

To change an item's fine template:

  1. Go to Admin > Spaces & Equipment.

Selecting Equipment & Spaces from the Admin menu

  1. Under the Locations tab, find the location containing the category you want to move and click on its link in the Equipment column.

Clicking on a location's link in the Equipment column

  1. Click on the item's edit () icon in the Action column.

Clicking an item's edit icon in the Action column

  1. Click on the Details tab.
  2. Use the Fine Template dropdown to select with the fine template to apply.
    • Select Inherit the Category Fine Template option to use whichever template is currently applied to the item's category.
    • If you do not want to charge any overdue fines for this item, select No Fines Applied/Disabled.
  3. Click the Save Settings button.

The Fine Template field and Save Item Settings button