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  1. ui-circulation
  2. UICIRC-106

Single patron notice within a policy

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Details

    • Story
    • Status: Closed (View Workflow)
    • P3
    • Resolution: Done
    • None
    • 1.6.0
    • None
    • EPAM-Veg Sprint 8
    • 5
    • Vega

    Description

      Context
      Notice policies (UICIRC-98) may contain one to many notices. Each notice has a set of possible fields and some are dependent on other fields' values.

      Mockups attached, see Notice options for form field dependencies.

      Scenario 1
      Given a new notice within a notice policy
      Allow library staff (FOLIO administrator) to define one notice
      Display

      • Notice count at top left
      • Delete icon (trash can) at top right. If clicked, delete notice.
      • Possible fields (nothing selected by default and no placeholder text):
        • Template on first line
          • Required select with options populated from patron notice template names with respective category for section (i.e., Loan, Fee/fine, Request)
        • 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
            • Email is the only option for first release; other options will be developed at a later date.
        • Frequency on first line
          • Required select with options:
            • One time
            • Recurring
        • Send Event or Starting Send Event on second line
          • Required select with options:
            • Upon/At
            • Before
            • After
          • Required select with options:
            • Due date/time
            • Overdue
            • Renewed
          • If Before or After is selected (above)
            • by (plain text)
            • Required number input (1 through 100 are valid numbers) and placeholder of 1 (NOT select)
            • Required select with 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 options:
                • Minute(s)
                • Hour(s)
                • Day(s)
                • Week(s)
                • Month(s)
                • Year(s)
        • Send in real-time
        • Checkbox

      User Story 1
      Send a courtesy notice one time before overdue by 3 days. It can be sent via the format defined in the user record and in batch.
      Options:

      • Template: Courtesy Notice 1
      • Format: Default
      • Frequency: One time
      • Send Event: Before Overdue by 3 Days
      • Send in real-time: Not checked

      User Story 2
      Send an overdue notice one time upon/at overdue. It can be sent via the format defined in the user record and in real-time (immediately).
      Options:

      • Template: Courtesy Notice 1
      • Format: Default
      • Frequency: One time
      • Send Event: Upon/At Overdue
      • Send in real-time: Checked

      User Story 3
      Send an overdue notice after overdue by 5 minutes and then subsequently every 10 minutes. It can be sent via the format defined in the user record and in real-time.
      Options:

      • Template: Courtesy Notice 1
      • Format: Default
      • Frequency: Recurring
      • Starting Send Event: After Overdue by 5 Minutes
      • Send Every: 10 Minutes
      • Send in real-time: Checked

      TestRail: Results

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                Unassigned Unassigned
                dbranchini Darcy Branchini
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                Dates

                  Created:
                  Updated:
                  Resolved:

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