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  1. ui-requests
  2. UIREQ-63

Refine Request record layout (Create)

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Details

    • None
    • Very Small (VS) < 1 day
    • High
    • Estimate assumes proxy work, locations and other not-yet-existent elements are estimated separately
    • Medium < 5 days

    Description

      Purpose: To refine the layout and styling of the New request screen in FOLIO to align with decisions by the Resource Access SIG and UX designers

      Scenarios:

      1. Scenario
        • Given New request screen
        • When displayed prior the input of item and requester
        • Then the following sections should appear, as shown in the attached wireframe 1_CreateRequest.png:
          • Request information - Not collapsible
          • Item information - Not collapsible
          • Requester information - Not collapsible
      2. Scenario
        • Given the Request information section on New request screen, prior to input of item and requester
        • When displayed
        • Then the following data elements should appear, as shown in the attached wireframe 1_CreateRequest.png:
          • Request type
          • Request expiration date
      3. Scenario
        • Given the Item information section on New request screen, prior to input of item and requester
        • When displayed
        • Then the following data element should appear, as shown in the attached wireframe 1_CreateRequest.png:
          • [unlabelled field to input item barcode]
      4. Scenario
        • Given the Requester information section on New request screen, prior to input of item and requester
        • When displayed
        • Then the following data element should appear, as shown in the attached wireframe 1_CreateRequest.png:
          • [unlabelled field to input requester barcode]
      5. Scenario
        • Given New request screen
        • When displayed after the input of item and requester
        • Then the following sections should appear, as shown in the attached wireframe 1_CreateRequestProxy.png:
          • Request information - Not collapsible
          • Item information - Not collapsible
          • Requester information - Not collapsible
      6. Scenario
        • Given the Request information section on New request screen, after input of item and requester
        • When displayed
        • Then the following data elements should appear, as shown in the attached wireframe 1_CreateRequestProxy.png:
          • Request type
          • Request expiration date
      7. Scenario
        • Given the Item information section on New request screen, after input of item and requester
        • When displayed
        • Then the following data elements should appear, as shown in the attached wireframe 1_CreateRequestProxy.png:
          • [unlabelled field to input item barcode]
          • Item barcode
          • Title
          • Author
          • Shelving location
          • Call number
          • Volume
          • Enumeration
          • Copy
          • Item status
          • Current due date
          • Requests (the number of active requests on this item)
      8. Scenario
        • Given the Requester information section on New request screen, after input of item and requester, with
          • Fulfillment preference = “Hold shelf”
        • When displayed
        • Then the following data elements should appear, as shown in the attached wireframe 1_CreateRequestProxy-HoldShelf.png:
          • [unlabelled field to input requester barcode]
          • Requester name and Requester barcode
          • Patron group
          • Fulfillment preference
          • Pickup location
          • Requester’s Proxy (if the request is being placed by a proxy on behalf of their sponsor)
      9. Scenario
        • Given the Requester information section on New request screen, after input of item and requester, with
          • Fulfillment preference = “Delivery”
        • When displayed
        • Then the following data elements should appear, as shown in the attached wireframe 1_CreateRequestProxy.png:
          • [unlabelled field to input requester barcode]
          • Requester name and Requester barcode
          • Patron group
          • Fulfillment preference
          • Delivery address
          • Requester’s Proxy (if the request is being placed by a proxy on behalf of their sponsor)

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                mattjlc Matt Connolly
                taniafersenheim Tania Fersenheim
                Tania Fersenheim Tania Fersenheim
                Marc Johnson Marc Johnson
                Matt Connolly Matt Connolly
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                Dates

                  Created:
                  Updated:
                  Resolved:

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