Details
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Story
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Status: Closed (View Workflow)
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P1
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Resolution: Done
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None
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None
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EPAM-Veg Sprint 9
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2
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Vega
Description
Context
Library staff (administrators) need to be able to setup and configure notice policies to define triggering events and conditions and utilize notice templates (UICIRC-86, UICIRC-85, UICIRC-87) for requests.
User Story
Requests for an item can be described as:
- If the item is already checked-out by another patron, then a hold or a recall request is initiated.
- A hold means the patron that currently has the item checked-out cannot renew the item.
- A recall means the patron that currently has the item checked-out must return the item earlier than originally anticipated.
- If the item is available (and not checked-out by another patron), then a paging request is initiated.
This story is intended to add request-related notices to notice policies. Basic notice policy CRUD has already been designed (and are in development). Please see UICIRC-98 (new/edit), UICIRC-108 (view), UICIRC-109 (delete), and UICIRC-106 (single notice for new/edit). In the future, we'll be adding fee/fine-related notices (for aged to lost and overdue) to notice policies. Since the stories mentioned above already cover notice policy CRUD, this story is specific to adding request-related setting to a notice policy.
Examples of request related notices include confirmation of request, availability of request (for pick-up), hold reminder, hold expiration and/or staff cancellation.
Scenario 1 - Edit
Given Settings > Circulation > Notice policies > Select specific notice policy
Allow library staff (FOLIO administrator) to edit an existing notice policy
Display policy in edit mode as full screen using accepted design pattern (see UICIRC-98) with the additional request-related settings
- Request notices as an accordion section (below Loan-related notices accordion). If open, displays each notice within a separate box with form input/select labels and current values:
- Each notice is displayed in a separate box and should follow same pattern as Users > Addresses. See Scenario 3 (below) plus
UICIRC-106for specific fields and their dependencies. - If closed, caret in down position, nothing else shown.
- If open, caret in up position with
- "Add Notice" as default button at bottom of section, below other notices
- If "Add Notice" is clicked, a new notice box is added at the bottom of this section (after other notices defined)
- "Add Notice" as default button at bottom of section, below other notices
- Each notice defined is displayed in a separate box with form input/select labels and current values
- Each notice is displayed in a separate box and should follow same pattern as Users > Addresses. See Scenario 3 (below) plus
Scenario 2 - New
Given Settings > Circulation > Notice policies > New notice policy
Allow library staff (FOLIO administrator) to create a new notice policy
Display policy in edit mode as full screen using accepted design pattern (see UICIRC-98) with the additional request-related settings with
- Request-related notices as an accordion section (below Loan-related notices accordion). If open, displays each notice within a separate box with form input/select labels and current values:
- Each notice is displayed in a separate box and should follow same pattern as Users > Addresses. See Scenario 3 (below) plus
UICIRC-106for specific fields and their dependencies. - If closed, caret in down position, nothing else shown.
- If open, caret in up position with
- "Add Notice" as default button at bottom of section, below other notices
- If "Add Notice" is clicked, a new notice box is added at the bottom of this section (after other notices defined)
- "Add Notice" as default button at bottom of section, below other notices
- Each notice defined is displayed in a separate box with form input/select labels and current values
- Each notice is displayed in a separate box and should follow same pattern as Users > Addresses. See Scenario 3 (below) plus
Scenario 3
Given a notice policy
Allow library staff (FOLIO administrator) to define a single notice within this policy
Display
- Notice count at top left
- Delete icon (trash can) at top right. If clicked, delete notice.
- Possible fields:
- Template on first line
- Required select with options populated from patron notice template names with a category of Request
- copy "via" on first line (plain text)
- Format on first line
- Required select with options populated from patron notice templates general settings > format, possible options include:
- Email is the only option for first release; other options, including SMS and print, will be developed at a later date.
- Required select with options populated from patron notice templates general settings > format, possible options include:
- Frequency on first line
- Required select with options:
- One time
- Recurring
- Required select with options:
- Send Event or Starting Send Event on second line
- Required select with options:
- Upon/At
- Before
- After
- Required select. Specific options are determined by category/section. For request notices, select should contain the following options:
- Recall request
- Hold request
- Paging request
- Available
- Hold expiration
- Request cancellation
- If Before or After is selected (above)
- copy "by" (plain text)
- Required number input (1 through 100 are valid numbers) and placeholder of 1 (NOT select)
- Required select with the following options:
- Minute(s)
- Hour(s)
- Day(s)
- Week(s)
- Month(s)
- Year(s)
- If Recurring is selected (above)
- Send Every on third line
- Required number input (1 through 100 are valid numbers) and placeholder of 1 (NOT select)
- Required select with the following options:
- Minute(s)
- Hour(s)
- Day(s)
- Week(s)
- Month(s)
- Year(s)
- Send Every on third line
- Required select with options:
- Send in real-time
- Checkbox
- Template on first line
PLEASE NOTE: All required fields should have an asterisk next to their label.
How does it know which patron to send the notice to? For example, if a recall is initiated, an institution may want to send to a confirmation of the recall to Patron B and a recall notice (with the new earlier due date/time) to Patron A.
All mockups related to CRUD patron notice policy are available here - https://drive.google.com/drive/folders/1usWSfAebfPn6Z7CZE1Vya2gXnmKl3NTg.
Backend work: change the patron-notice-policy schema extending list of options for field 'requestNotices.sendOptions.sendWhen'. New valid options should be:
- Recall request
- Hold request
- Paging request
- Available
- Hold expiration
- Request cancellation
TestRail: Results
Attachments
Issue Links
- clones
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UICIRC-157 Frontend: Request-related notices added to a notice policy
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- Closed
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- relates to
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UICIRC-106 Single patron notice within a policy
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- Closed
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UXPROD-1387 Add Request-Related Notice Settings to Patron Notice Policy
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- Closed
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