Details
Description
Purpose: Configuration/Settings for patron notices
Context/Stories: As an administrator, I want to setup patron notices, including name, description, active/inactive status and email templates. Generally, notices include availability, courtesy, overdue and/or fee/fine notices as well as notices specific to other workflows, such as claims returned. All notices will be sent via email initially. SMS and Print are OUT OF SCOPE for this release, but these will be developed in a future release.
This issue covers just create, edit and clone for notices, and not full CRUD or the triggering events, conditions and/or scheduling, which will be addressed through patron notice policies and circulation rules.
All notice mockups are available here - https://drive.google.com/drive/folders/1zNDRmeBiK6m1VU6OEU0STPlL7hN-YFxA. Attached mockups are relevant to this story.
Note: wherever an accepted UI pattern already exists, such as the Save button at top right, that should be implemented.
Scenario 1:
- Given settings > circulation > patron notices
- Displays
- List of notice templates pre-defined, such as Courtesy, Overdue and/or Renew Confirmation, and those defined by administrators
- New button on top right to create a new notice
Mockup(s): 1 Patron notices - settings
TestRail: Results
Attachments
Issue Links
- blocks
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UICIRC-73 Pre-defined (out of the box) patron notices
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- Closed
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UICIRC-74 Patron notices - email templates
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- Closed
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UICIRC-117 Patron notices - templates for text or SMS notices
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- Closed
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UICIRC-118 Patron notices - templates for printed notices
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- Closed
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- is blocked by
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CIRCSTORE-68 endpoint for patron notice templates
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- Closed
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MODTEMPENG-3 Add a ‘subject’ field to mod-template-storage template schema
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- Closed
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MODTEMPENG-4 Unable to create new template
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- Closed
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- relates to
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MODTEMPENG-1 Generate a Change Password email
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- Closed
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MODTEMPENG-5 Reset a Password Email Template
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- Closed
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MODTEMPENG-8 Create a password email template
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- Closed
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UICIRC-85 Delete custom patron notice template (settings)
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- Closed
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UICIRC-86 Create, edit and clone patron notice templates
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- Closed
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UICIRC-87 Read/view patron notice template
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- Closed
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UICIRC-148 CRUD Partials or snippet templates for re-use in primary patron notice templates
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- Draft
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FOLIO-1371 API Design: A Folio module to send and format emails.
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- Closed
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UICIRC-106 Single patron notice within a policy
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- Closed
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UIU-713 Add charge notice and action notice options to manual fee/fine settings screen
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- Closed
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UXPROD-675 CRUD patron notice templates
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- Closed
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