Policies
Fine Block Limits Policy
This policy discusses the standard cumulative fine block limit. Since the purpose of fines is to “facilitate the free flow of information” and not as a punitive measure or source of income, all RSA libraries shall agree to a standard cumulative fine block limit of no more than $20.00 for all borrower types, except those that are excluded from blocks.
This revision to the Fine Block Limits policy was approved on May 9, 2024.
Download the Fine Block Limits Policy
Notifications and Billing for Transited RSA Member Library Items Policy
The policy regarding which library issues overdue notices and bills for in-transit items, as well as the procedures to follow when the item is never returned. This policy was approved by the RSA NFP Users Group via online vote on November 22, 2019.
Download the Notifications and Billing for Transited RSA Member Library Items Policy
Guides, Cheat Sheets, and Videos
Adding a Bill and Bill Note Before Removing a Lost Item from the RSA Database
Instructions on how to use the bill reason LOST-NO-ID to create a bill for a lost item that includes the title and item ID. Once the bill is created, the item can be discharged and deleted from WorkFlows. August 2024.
Download the Adding a Bill and Bill Note Before Removing a Lost Item from the RSA Database guide
Video: Adding a Bill and Bill Note Before Removing a Lost Item from the RSA Database
When you want to check an item out to discard but make a bill that notes the item on a patron’s account, use the LOST-NO-ID bill reason. This video shows the order of steps to create this bill, discharge the item after copying the original item number and title into notes, and then finally checking the lost item out to discard.
View Adding a Bill and Bill Note Before Removing a Lost Item from the RSA Database Video – 1:25 minutes 
Bill Notes
Bill notes are available in WorkFlows for all RSA Online and Basic online member libraries. April 2024.
Billing a User
Instructions on how to use the Billing a User wizard to add a bill to a user account. These instructions should not be used to bill a user for replacing a lost item. April 2024.
Download the Billing a User cheat sheet
Video: Paying A Bill
Instructions on how to pay a bill with the Paying Bills wizard in WorkFlows or online in the My Account page > Fines tab in RSAcat.
View Paying a Bill in WorkFlows and Online Video – 7:25 minutes
Billing Training Resources
RSA recommends that you review the following document available at our support site. This list is a useful primer on RSA’s policies on Billing and how to deal with billing issues in WorkFlows. These resources should be useful both as a refresher and to be given to new staff at your library. November 2024.
Download the Billing Training Resources cheat sheet