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  1. ui-organization
  2. UIORG-69

CRU Locations (Hierarchical)

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      Description

      Purpose: To implement v1 of hierarchical location CRU (delete in a separate story).

      User story:
      As a FOLIO administrator, I want to be able to set up hierarchical locations for my institution(s) so that I can associate them with holding and item records, as well as service points and possibly other things, as well

      Scenarios:

      1. Scenario:
        • Given Settings > Organization
        • When displayed
        • Then an option for "Location setup: locations" should display
          • Should be in alpha order relative to the other options that don't begin with "Location setup:", but of the options that do begin with "Location setup:", it should come directly below "Location setup: libraries" as shown in the below linked wireframes
      2. Scenario
        • Given "Location setup: locations"
        • When selected
        • Then I should be able to CRU locations using the same UX pattern used in Loan policies, Permission sets, Service points etc
      3. Scenario
        • Given Settings > Organization > Location setup: libraries locations
        • When "New" button is clicked
        • Then the new service point location form should open with the header "New location"
      4. Scenario
        • Given Settings > Organization > Location setup: libraries locations
        • When "Edit" button is clicked for Location X
        • Then the edit service point location form should open with the header "Edit: <LocationX>"
      5. Scenario
        • Given Settings > Organization > Location setup: locations
        • When the New and Edit forms are displayed
        • Then the following data should display
          • General information - Read-only header, section contains:
            • Institution *
              • Dropdown containing all institutions defined in Settings > Organization > Location setup: institutions
              • Format:
                • "<InstitutionName> (InstitutionCode)"
                • Parentheses should not display if no code exists
              • Default: Select institution
            • Campus *
              • Dropdown containing all campuses defined in Settings > Organization > Location setup: campuses which are associated with the selected instituion
              • Format:
                • "<CampusName> (CampusCode)"
                • Parentheses should not display if no code exists
              • Default: Select campus
              • Menu is uneditable/inactive until an institution is selected
            • Library *
              • Dropdown containing all campuses defined in Settings > Organization > Location setup: libraries which are associated with the selected campus
              • Format:
                • "<LibraryName> (LibraryCode)"
                • Parentheses should not display if no code exists
              • Default: Select library
              • Menu is uneditable/inactive until a campus is selected
            • FOLIO name * - Text box with validation:
              • Required - "Please fill this in to continue"
              • Unique - "Location name must be unique"
            • Code * - Text box with validation:
              • Required - "Please fill this in to continue"
              • Unique - "Code must be unique"
            • Discovery display name * - Text box with validation:
              • Required - "Please fill this in to continue"
            • Status - Select menu containing: CB: Please use this label "Status" instead of the longer label shown in the mockup
              • Active - Default
              • Inactive
            • Description - Large text box
            • Location details
              • Repeatable fieldgroup
              • Name - Textbox
              • Value - Textbox
              • Validation:
                • If name is populated, value is required
                • If value is populated, name is required
                • Validation message: "Please fill this in to continue"
      6. Scenario
        • Given Settings > Orgaization> Location setup: libraries locations has unsaved changes
        • When I navigate away from the page by clicking another navigational element in FOLIO OR using the back button in the browser
        • Then I am presented with an unsaved changes notification
          • Text: Save changes?
          • Buttons:
            • Discard changes - Discards changes and allows user to navigate as indicated
            • Cancel - Closes notification popup and leaves user on create/edit user page. Unsaved changes remain and are unsaved.

      Mockups:

        TestRail: Results

          Attachments

          1. screenshot-1.png
            screenshot-1.png
            79 kB
          2. UIORG-69.swf
            3.38 MB

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                Assignee:
                zburke Zak_Burke
                Reporter:
                cboerema Cate Boerema
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases