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  1. ui-organizations
  2. UIORGS-2

Restructure "view details" screen for organizations




      Purpose: To update the view vendor details screen into a view organization details screen, to clean up some of the text, and to suppress vendor-specific accordions when they are not needed.

      As a staff person
      I want to be able to view the details or organizations in FOLIO, and view additional details for those designated as vendors
      So that I can access necessary information for organizations and vendors

      NOTE: revised the changes slightly 10 April, based on conversations with e-folks (moving two accordions around, and renaming one of them). Updated wireframes attached.


      1. Scenario 1
        • Given the Organizations (previously Vendor) app
        • When a User clicks an Organization in the list of organizations in the second pane
        • Then a revised Organizations details screen should be open in a third pane
        • NOTE: See exact revisions in attached View Organization detail screen changes.pdf file; let A-M know if you prefer it to be in individual image files
        • Summary of the changes
          • Replace generic wording of Vendor with Organization
          • Add a checkbox in the top accordion to indicate whether an organization is a vendor. See following scenarios for how this checkbox affects accordion display.
          • Move the Agreements and Interfaces accordions
          • Rename the Agreements accordion (to reduce the confusion with the Agreements app)
          • Remove the vendor category check boxes from the Vendor Info accordion
          • Fix remaining case problems
          • Fix remaining wording problems
      2. Scenario 2
        • Given the View Organization details screen
        • When the "Vendor" checkbox is NOT checked
        • Then suppress the Vendor information, Vendor terms, EDI information, Accounts accordions from display
      3. Scenario 3
        • Given the View Organizations details screen
        • When the "Vendor" checkbox is checked
        • Then show all accordions (unsuppress the Vendor information, Vendor terms, EDI information, and Accounts accordions)
      4. Scenario 4
        • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

      TestRail: Results


          1. orgs.png
            281 kB
          2. vendor.png
            80 kB
          3. View Organization details.pdf
            1.02 MB

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
                Ann-Marie Breaux Ann-Marie Breaux
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