Refine User Record Layout (Create and Edit)

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