Refine Request record layout (Edit and View)

Purpose: To refine the layout and styling of the Request detail screen in View and Edit modes to align with decisions by the Resource Access SIG and UX designers

Scenarios:

1. Scenario
   • Given Request detail screen
   • When displayed in View mode
   • Then the following sections should appear, as shown in the attached wireframe 2_RequestDetailProxy.png:
     • Request information - Collapsible, open by default
     • Item information - Collapsible, open by default
     • Requester information - Collapsible, open by default
2. Scenario
   • Given Request information section
   • When displayed in View mode
   • Then the following data elements should appear, as shown in the attached wireframe 2_RequestDetailProxy.png:
     • Record last updated
     • Request type
     • Request status
     • Request expiration date
     • Hold shelf expiration date (see note)
     • Position in queue (request's position in its item's request queue, see note)
3. Scenario
   • Given Item information section
   • When displayed in View mode
   • Then the following data elements should appear, as shown in the attached wireframe 2_RequestDetailProxy.png:
     • Item barcode
     • Title
     • Author
     • Shelving location
     • Call number
     • Volume
     • Enumeration
     • Copy
     • Item status
     • Current due date (see note)
     • Requests (the number of open requests on this item)
4. Scenario
   • Given Requester information section with
     • Fulfillment preference = “Hold shelf”
   • When displayed in View mode
   • Then the following data elements should appear, as shown in the attached wireframe 2_RequestDetailProxy.png:
     • 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)
5. Scenario
   • Given Requester information section with
     • Fulfillment preference = “Delivery”
   • When displayed in View mode
   • Then the following data elements should appear, as shown in the attached wireframe 2_RequestDetailProxy.png:
     • 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)
6. Scenario
   • Given Request detail screen
   • When displayed in Edit mode
   • Then the following sections should appear, as shown in the attached wireframe 3_EditRequestProxy.png:
     • Request information - Collapsible, open by default
     • Item information - Collapsible, open by default
     • Requester information - Collapsible, open by default
7. Scenario
   • Given Request information section
   • When displayed in Edit mode
   • Then the following data elements should appear, as shown in the attached wireframe 3_EditRequestProxy.png:
     • Record last updated
     • Request type (not editable)
     • Request status (not editable)
     • Request expiration date (editable)
     • Hold shelf expiration date (editable, see note)
     • Position in queue (request's position in its item's request queue, see note) (not editable)
8. Scenario
   • Given Item information section
   • When displayed in Edit mode
   • Then the following data elements should appear, as shown in the attached wireframe 3_EditRequestProxy.png:
     • Item barcode (not editable)
     • Title (not editable)
     • Author (not editable)
     • Shelving location (not editable)
     • Call number (not editable)
     • Volume (not editable)
     • Enumeration (not editable)
     • Copy (not editable)
     • Item status (not editable)
     • Current due date (not editable), see note
     • Requests (the number of open requests on this item) (not editable)
9. Scenario
   • Given Requester information section with
     • Fulfillment preference = “Hold shelf”
   • When displayed in Edit mode
   • Then the following data elements should appear, as shown in the attached wireframe 3_EditRequestProxy.png:
     • Requester name and Requester barcode (not editable)
     • Patron group (not editable)
     • Fulfillment preference (editable)
     • Pickup location (editable)
     • Requester’s Proxy (if the request is being placed by a proxy on behalf of their sponsor) (not editable)
10. Scenario
    • Given Requester information section with
      • Fulfillment preference = “Delivery”
    • When displayed in Edit mode
    • Then the following data elements should appear, as shown in the attached wireframe 3_EditRequestProxy.png:
      • Requester name and Requester barcode (not editable)
      • Patron group (not editable)
      • Fulfillment preference (editable)
      • Delivery address (editable)
      • Requester’s Proxy (if the request is being placed by a proxy on behalf of their sponsor) (not editable)

NOTE: Hold shelf expiration date in View mode should only display data if the Request status = “Open - Awaiting pickup”
NOTE: Hold shelf expiration date in Edit mode should only display data and be editable if the Request status = “Open - Awaiting pickup”
NOTE: Position in queue - out of scope for this story
NOTE: Current due date should only display data if the item is currently “Checked out”, “Checked out - Held”, or “Checked out - Recalled”