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  1. ui-circulation
  2. UICIRC-98

New/edit notice policy

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Details

    • Story
    • Status: Closed (View Workflow)
    • P3
    • Resolution: Done
    • None
    • 1.5.0
    • None
    • EPAM-Veg Sprint 7, EPAM-Veg Sprint 8
    • 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).

      All mockups related to CRUD patron notice policy are available here - https://drive.google.com/drive/folders/1usWSfAebfPn6Z7CZE1Vya2gXnmKl3NTg.

      User Story
      A courtesy notice is sent to a user one day before their book is due to remind them of it's impending due date/time. Or reminders might be sent several times after a book is overdue to remind the patron that fees are being accrued. These stories represent how these notices are configured by library staff in terms of their logic, including triggering event and conditions, specifically these stories allow an administrator create a new notice policy or edit an existing notice policy.


      Scenario 1 - Edit
      Given Settings > Circulation > Notice policies > Select specific notice policy (i.e., Long-term loan notice policy)
      Allow library staff (FOLIO administrator) to edit an existing notice policy
      Display full screen

      • Close icon (X) to far left in pane header
      • Name of policy in center of pane header
      • Save button to far right in pane header
        • Primary button, but disabled (greyed out) until something is modified
      • General information as accordion section with
        • Record last updated date/time
          • Updated automatically by system
        • Policy name
          • Text input - single line
          • Required, no duplicates (This is the only required field, so a policy can be saved as long as this is defined.)
        • Active as yes/no
          • Checkbox, checked equals yes (Inactive disables the notice policy meaning it won't be triggered.)
        • Policy description
          • Text input - multiple lines
          • Not required
      • Loan notices (courtesy, overdue) as accordion section
        • Each notice is displayed in a separate box and should follow same pattern as Users > Addresses. See UICIRC-106 for 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)
        • Each notice defined is displayed in a separate box with form input/select labels and current values (see separate story for details)

      Mockup: 4a Edit notice policy - long term, 4b Edit notice policy - long term, 4c Edit notice policy - short term


      Scenario 2 - New
      Given Settings > Circulation > Notice policies > New notice policy
      Allow library staff (FOLIO administrator) to create a new notice policy
      Display full screen

      • Close icon (X) to far left in pane header
      • Name of policy in center of pane header
      • Save button to far right in pane header
        • Primary button, but disabled (greyed out) until something is added
      • General information as accordion section with
        • Record last updated date/time
          • Updated automatically by system
        • Policy name
          • Text input - single line
          • Required, no duplicates (This is the only required field, so a policy can be saved as long as this is defined.)
        • Active as yes/no
          • Checkbox, checked equals yes (Inactive disables the notice policy meaning it won't be triggered.)
        • Policy description
          • Text input - multiple lines
          • Not required
      • Loan notices (courtesy, overdue) as accordion section
        • Each notice is displayed in a separate box and should follow same pattern as Users > Addresses. See UICIRC-106 for 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)

      Mockup: 3a New notice policy, 3b New notice policy - add new loan notice


      Scenario 3 - Save
      Given a notice policy
      When a new (or edited) policy is saved and all required fields are filled in (name is the only required field)
      Then go to list view of patron notice policies with the new (or recently edited) policy in view mode on the fourth panel to the right.

      TestRail: Results

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                dbranchini Darcy Branchini
                dbranchini Darcy Branchini
                Darcy Branchini Darcy Branchini
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                  Updated:
                  Resolved:

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