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  1. ui-circulation
  2. UICIRC-86

Create, edit and clone patron notice templates

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    Description

      Purpose: Create, edit and clone 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
      • Allow administrator to create a new notice by clicking on New button in third pane (list of notice templates)
      • Displays as a full width panel with the following:
        • Close (X) icon on top left
        • Title in the center displaying “New patron notice”
        • Save button on top right
        • Form with the following fields:
          • Name as a text input (single line)
            • Required; no duplicate names
          • Active/Inactive as a checked with active selected
            • Required
          • Description as a text area input (multiple lines)
            • Not required
          • Category as a select with the following options:
            • Loan
            • Request
            • Fee/fine charge
            • Fee/fine action
            • Other
            • Required
          • Email accordion for email template (see separate issue for details - UICIRC-74); SMS and Print are OUT OF SCOPE.

      Mockup(s): 4 Patron notices - create


      Scenario 2:

      • Given settings > circulation > patron notices
      • Allow administrator to edit an existing notice by clicking on the Edit icon for a specific notice
      • Displays as a full width panel with the following:
        • Close (X) icon on top left
        • Title in the center displaying name of patron notice
        • Save button on top right
        • Form with the following fields:
          • Name as a text input (single line)
            • Contains current value
            • Required; no duplicate names
          • Active/Inactive as a checkbox
            • Contains the current value (checked if yes)
            • Required
          • Description as a text area input (multiple lines)
            • Contains the current value
            • Not required
          • Category as a select
            • Current value selected/following options are available:
              • Loan
              • Request
              • Fee/fine charge
              • Fee/fine action
              • Other
              • Required
          • Email accordion for email template (see separate issue for details - UICIRC-74); SMS and Print are OUT OF SCOPE.

      Mockup(s): 5a Patron notices - edit - email template expanded


      Scenario 3:

      • Given settings > circulation > patron notices
      • Allow administrator to duplicate details about selected notice by clicking on the Duplicate icon for a specific notice
      • Displays as a full width panel with the following:
        • Close (X) icon on top left
        • Title in the center displaying “New patron notice”
        • Save button on top right
        • Form with the following fields:
          • Name as a text input (single line)
            • Contains value from duplicated notice
            • Required; no duplicate names
          • Active/Inactive as a checkbox
            • Contains value from duplicated notice
            • Required
          • Description as a text area input (multiple lines)
            • Contains value from duplicated notice
            • Not required
          • Category as a select
            • Selected value from duplicated notice/following options are available:
              • Loan
              • Request
              • Fee/fine charge
              • Fee/fine action
              • Other
              • Required
          • Email accordion for email template (see separate issue for details - UICIRC-74); SMS and Print are OUT OF SCOPE.

      Mockup(s): 6 Patron notices - clone - email template expanded

      TestRail: Results

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                mattjlc Matt Connolly
                dbranchini Darcy Branchini
                Darcy Branchini Darcy Branchini
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                  Updated:
                  Resolved:

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