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  1. UX Product
  2. UXPROD-1299

eholdings - Notes Support

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    Details

    • Template:
    • Epic Link:
    • Front End Estimate:
      XL < 15 days
    • Back End Estimate:
      XL < 15 days
    • Confidence factor:
      Medium
    • Development Team:
      Spitfire
    • Calculated Total Rank:
      52
    • Rank: Chalmers (Impl Aut 2019):
      R1
    • Rank: Chicago (MVP Sum 2020):
      R4
    • Rank: Duke (Full Sum 2021):
      R4
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R2
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      As a Folio Administrator
      I want to track communications with my library staff, vendors, and students in Folio
      in the same manner regardless of app.

      Notes are desired to record vendor, staff, and patron correspondences. Notes should be:

      • Able to create and assign a note(s) to the following records
        • Agreement
        • License Records
        • Provider Records
        • Package Records
        • Title/Resource Records
      • Can assign the same note to multiple packages, titles/resources
      • Can add as many notes as desired
      • Proposed Note fields
        • Note Type
        • Note Title
        • Note Details
      • Notes Details must allow for large # of characters
      • Create/Edit a note should support a date/time created and updated stamp
      • Notes UI should support a WYSIWIG
      • Allow user to delete a Note

      Additional comments

      • A Notes helper app was implemented but due to significant defects it was recently disabled. Defining requirements for this feature will require reviewing the helper app to determine at what level does it align with expectations.
      • Also several apps have requested/implemented Notes fields. Will need to review and determine if expectations align.

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                Assignee:
                kgambrell Khalilah Gambrell
                Reporter:
                kgambrell Khalilah Gambrell
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                  Updated:
                  Resolved:

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