Details
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Story
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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None
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None
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EPAM-Veg Sprint 7, EPAM-Veg Sprint 8
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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
- Record last updated date/time
- 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-106for 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)
- "Add Notice" as default button at bottom of section, below other notices
- Each notice defined is displayed in a separate box with form input/select labels and current values (see separate story for details)
- Each notice is displayed in a separate box and should follow same pattern as Users > Addresses. See
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
- Record last updated date/time
- 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-106for 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)
- "Add Notice" as default button at bottom of section, below other notices
- Each notice is displayed in a separate box and should follow same pattern as Users > Addresses. See
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
Attachments
Issue Links
- has to be done after
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CIRCSTORE-89 Backend: Patron Notice Policy POST & PUT API Endpoints
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- Closed
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- is cloned by
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UICIRC-157 Frontend: Request-related notices added to a notice policy
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- Closed
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- relates to
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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-106 Single patron notice within a policy
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- Closed
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UICIRC-108 View notice policy
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- Closed
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UICIRC-109 Delete notice policy
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- Closed
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UICIRC-167 Settings - list of notice policies
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- Closed
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UXPROD-676 CRUD Patron Notice Policies - Loan-related notices only (part 1)
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- Closed
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CIRCSTORE-89 Backend: Patron Notice Policy POST & PUT API Endpoints
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- Closed
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1.
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Frontend - Create & Edit Patron Notice Policy |
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Closed | Unassigned |