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  1. ui-plugin-create-inventory-records
  2. UIPCIR-2

Create holdings via "fast add" form

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Details

    • Core: F - Sprint 94, Core: F - Sprint 95, Core: F - Sprint 96
    • 5
    • Prokopovych
    • mod-inventory already supports creation of metadata records. Up to check out to POST the data to mod-inventory

    Description

      Overview: Adding new instance record with associated holdings, and item record can be done by non catalogers, e.g. circulations staff, when checking out material not being registered in the collection. Circulation staff use a fast add form to create a brief instance record, with holdings and item data. The form can be accessed through the check out screen, the action menu. This story is about creating the holdings record via "fast add" form.

      Use cases:

      1. Circulation staff:
        • Personal copy of items to be circulated for course reserve
        • A piece of an item scanned in for course reserve
        • Item needed to circulate before cataloging can be done
      2. Course Reserve staff:
        • Personal copy of items to be circulated for course reserve
        • A piece of an item scanned in for course reserve

      Scenarios:

      1. Scenario
        • Given the fast add form has been accessed from Inventory (UIIN-907), Check out (UICHKOUT-628) or Courses (UICR-91)
        • When displayed
        • Then the fast add form should be opened as a modal (please ignore the fact that the mockup shows it opening in Inventory - kkester has approved the use of a large modal, it it's more efficient from a dev perspective)
      2. Scenario
        • Given the fast add form
        • When displayed
        • Then:
          • Header: New fast add record
          • Controls:
            • Save and close - Saves records, closes the form and leave the user on previously displayed page (e.g. Check out, if Fast add template was accessed from Check out)
            • Cancel - cancels changes and returns user to previously displayed page (e.g. Check out, if Fast add template was accessed from Check out)
            • X in upper left - Same behavior as cancel
      3. Scenario
        • Given the fast add form
        • When displayed
        • Then a "Holdings" accordion should display (open by default) with the following data elements:
          • Permanent location
            • Required, menu containing all locations
            • Should function exactly as this menu does in the standard inventory create/edit pages
            • Should be accompanied by the Location lookup popup
          • Temporary location
            • Optional, menu containing all locations
            • Should function exactly as this menu does in the standard inventory create/edit pages
            • Should be accompanied by the Location lookup popup
          • Call number type - Optional, dropdown menu containing call number types from settings
          • Call number prefix - Optional, text
          • Call number - Optional, text
          • Call number suffix - Optional, text
      4. Scenario
        • Given the fast add form
        • When saved
        • Then:
          • An instance, holding and item will be created in Inventory according to the data provided
          • Form is closed
          • User is returned to previously displayed page (e.g. Check out, if Fast add template was accessed from Check out)
      5. Scenario (no development needed)
        • Given records created via fast add
        • When edited
        • Then they should be edited using the regular Inventory edit pages

      Mockups: https://drive.google.com/drive/folders/1yUAeP4cDMsexe1hy1IaFWdNh6GTfN8iL

      TestRail: Results

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          1. fast-form.png
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                mpk35 Michal Kuklis
                cboerema Cate Boerema
                Cate Boerema Cate Boerema
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases