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  1. ui-users
  2. UIU-282

Refine User Record Layout (Create and Edit)

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    Description

      Purpose: To refine the layout and styling of the user record in FOLIO. The current iteration is was a roughed in by developers to get the main functionality in place, but UX has now been able to put some thought into the refinement design.

      Scenarios:

      1. Scenario
        • Given User Details
        • When displayed in Edit mode
        • Then the following sections should appear:
          • User information - Not collapsible
          • Extended information - Collapsible, open by default
          • Contact information - Collapsible, open by default
          • Proxy - Collapsible, closed by default
          • User permissions - Collapsible, closed by default
      2. Scenario
        • Given User Details
        • When displayed in Create mode
        • Then the following sections should appear:
          • User information - Not collapsible
          • Extended information - Collapsible, open by default
          • Contact information - Collapsible, open by default
      3. Scenario
        • Given User Details
        • When displayed in View mode (aka the preview pane)
        • Then the following sections should appear:
          • User information - Not collapsible
          • Extended information - Collapsible, closed by default
          • Contact information - Collapsible, closed by default
          • Proxy - Collapsible, closed by default
          • Fees and fines - Collapsible, closed by default
          • Loans - Collapsible, closed by default
          • User permissions - Collapsible, closed by default
        • Out of scope for this story:
          • Requests section
      4. Scenario
        • Given the User Details page
        • When displayed in View and Edit modes
        • Then the record update metadata should display as shown in the linked wireframes
          • Section can be expanded/collapsed
          • Section should contain the following data:
            • Record last updated
            • Source
            • Open date
            • Source
      5. Scenario
        • Given the User information section on user Create/View
        • When displayed
        • Then the following data elements should appear as shown in the attached wireframe:
          • Last name
          • First name
          • Middle name
          • Barcode
          • Patron group
          • Status
          • Expiration date
          • Username
      6. Scenario
        • Given the User information section on user Create/Edit
        • When displayed
        • Then the following data elements should appear as shown in the attached wireframe:
          • Last name
          • First name
          • Middle name
          • Barcode
          • Patron group
          • Status
          • Expiration date
          • Username
      7. Scenario
        • Given the User information section on user View
        • When displayed
        • Then the following data elements should appear as shown in the attached wireframe:
          • Last name
          • First name
          • Middle name
          • Barcode
          • Patron group
          • Status
          • Expiration date
          • Username
      8. Scenario
        • Given the Extended information section on user Edit
        • When displayed
        • Then the following data elements should appear as shown in the attached wireframe:
          • Password
          • External system ID
          • FOLIO number
          • Date enrolled
          • Birth date
        • Out of scope for this story:
          • Reset password functionality
      9. Scenario
        • Given the Extended information section on user Create
        • When displayed
        • Then the following data elements should appear as shown in the attached wireframe:
          • Password
          • External system ID
          • FOLIO number
          • Date enrolled
          • Birth date
        • Out of scope for this story:
          • Reset password functionality
      10. Scenario
        • Given the Extended information section on user View
        • When displayed
        • Then the following data elements should appear as shown in the attached wireframe:
          • Password
          • External system ID
          • FOLIO number
          • Date enrolled
          • Birth date
        • Out of scope for this story:
          • Reset password functionality
      11. Scenario
        • Given the Contact information section on user Create and Edit
        • When displayed
        • Then the following data elements should appear as shown in the attached wireframe:
          • Email
          • Phone
          • Mobile phone
          • Preferred contact
          • Address
        • Out of scope for this story:
          • Rework of the repeatable address fieldgroup section (this work is covered in UIU-260)
      12. Scenario
        • Given the Contact information section on user View
        • When displayed
        • Then the following data elements should appear as shown in the attached wireframe:
          • Email
          • Phone
          • Mobile phone
          • Preferred contact
          • Address
        • Out of scope for this story:
          • Rework of the repeatable address fieldgroup section (this work is covered in UIU-260)

      Out of scope for this story (separate stories will be entered for these):*

      • Any layout changes for these sections: Proxy, User permissions, Fees and fines, Loans
      • Addition of header pane (pane displaying on the left which allows users to jump to a specific section) - covered in STRIPES-365
      • Changes to page header to display the user's name instead of User details/Edit user
      • Changes to Update user/Save button
      • Changes to edit button (dropdown in the wireframes)

      Wireframes: https://drive.google.com/drive/folders/0B18Bhhmr94zaSWdHckJ2WDExUUE

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                mpk35 Michal Kuklis
                cboerema Cate Boerema
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                  Updated:
                  Resolved:

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