If you need to issue a credit to a user that needs to be applied to Student Accounts, please do the following:
Log into Alma and look up the user. You can either search by name or VUNet ID – whichever is easier:
Verify the user indeed had a fine submitted to student accounts. To do this, go to “Manage Fulfillment Activities” (lower right-hand column):
In the Manage fulfillment activities screen, click the “Fines and Fees” menu option on the left and then update the Status drop-down from “Active” to “All”:
In the example above, you can see a lost fee was assessed, but then a credit was also issued. However, there is also an overdue fine that was assessed but was never credited. This is what we need to correct. So once the issue has been verified, click the “Done” button in the top left pane to exit out of the Manage fulfillment activities screen.
Back in the user record, click on the Fines/Fees tab. Then click on the “Add Fine or Fee” button:
Fill out the form with the appropriate information. Make sure the Fee type is set to “Credit” (default) and be sure to assign it to the correct Library. If you are waiving the entire fine, make sure you put in the full amount in the “Fee Amount” box. If the fee was associated with a specific item, it would be great to include the barcode number of the item, but this is not required. And in the comment box, please put the reason for the credit.
After the appropriate information is added, click “Add and Close”. It should then return back to the user record where you will see the credit is on their Alma record:
Each weekend, charges and credits are sent to student accounts and the fines/fees tab is cleared in Alma so there is nothing more you need to do from here other than exiting out of the user record.