Details
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Story
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Status: Closed (View Workflow)
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P2
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Resolution: Done
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None
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.
- Name as a text input (single line)
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
- Current value selected/following options are available:
- Email accordion for email template (see separate issue for details -
UICIRC-74); SMS and Print are OUT OF SCOPE.
- Name as a text input (single line)
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
- Selected value from duplicated notice/following options are available:
- Email accordion for email template (see separate issue for details -
UICIRC-74); SMS and Print are OUT OF SCOPE.
- Name as a text input (single line)
Mockup(s): 6 Patron notices - clone - email template expanded
TestRail: Results
Attachments
Issue Links
- blocks
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UICIRC-85 Delete custom patron notice template (settings)
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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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- relates to
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UICIRC-87 Read/view patron notice template
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- Closed
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UICIRC-142 Description should NOT be required for patron notice templates
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- Closed
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UICIRC-144 Refine UI - element alignment on form for patron notice templates
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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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UICIRC-70 Settings for patron notice templates
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- Closed
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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-98 New/edit notice policy
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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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UXPROD-675 CRUD patron notice templates
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- Closed
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