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  1. UX Product
  2. UXPROD-1590

Items fulfilling staff workflow needs

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    Details

    • Type: New Feature
    • Status: Open (View Workflow)
    • Priority: TBD
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
    • Template:
    • Potential Workaround:
      Checking out items to dummy patrons or using item notes while an item has the In process status.
    • Epic Link:
    • Front End Estimate:
      XL < 15 days
    • Back End Estimate:
      XXL < 30 days
    • Confidence factor:
      Low
    • Development Team:
      Prokopovych
    • Calculated Total Rank:
      52
    • PO Rank:
      97
    • PO Ranking Note:
      Not all schools have ranked this feature, but analogous features exist in other systems, likely making it go-live for schools who are using those systems.
    • Rank: Chalmers (Impl Aut 2019):
      R4
    • Rank: Chicago (MVP Sum 2020):
      R4
    • Rank: Cornell (Full Sum 2021):
      R4
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R4
    • Rank: FLO (MVP Sum 2020):
      R2
    • Rank: GBV (MVP Sum 2020):
      R4
    • Rank: hbz (TBD):
      R4
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: MO State (MVP June 2020):
      R2
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      Current situation or problem:
      FOLIO currently has no way to show which process an item is in. An item can have its item status set to In process, but there is no information about which staff are working with the item.

      Users could work around this by using statistical codes or dummy patrons, but the latter is untenable because it generates fines/notices/statistics that are a headache to clean up.

      In scope

      • Allow users to configure values for a process an item can be in (these can also be used values in a set of processes the item is needed for, UXPROD-1530)
      • Allow a user to assign one of those values to an item, and to add notes when assigning those values
        • while editing item record in Inventory
      • Allow a user to remove that value from an item
      • Display of those values when item displays across different apps
      • logic at Check In
        • Settings to configure whether user has to confirm check in if item has a value for Process
          • Eventually, should be able to configure this per value for Process
        • if so configured in settings, ask user to confirm check in when an item has a value for process
        • when item is checked in with a value for process, remove the value for process

      Out of scope

      • Bulk editing this field (should be included in bulk edit feature)
      • Any use of this field in circulation rules

      Use case(s)

      Proposed solution/stories

      Links to additional info

      Questions

        TestRail: Results

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                People

                Assignee:
                charlotte Charlotte Whitt
                Reporter:
                ecboettcher Emma Boettcher
                Front End Estimator:
                Michal Kuklis Michal Kuklis
                Back End Estimator:
                Marc Johnson Marc Johnson
                Votes:
                0 Vote for this issue
                Watchers:
                5 Start watching this issue

                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases