[UXPROD-1621] Loans in-app report: Weekly overdue report (thin thread for Q2) - FOLIO Issue Tracker

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Details

Type: New Feature
Status: Closed (View Workflow)
Priority: P3
Resolution: Done
Affects Version/s: None
Fix Version/s: Q2 2019
Component/s: None
Labels:

Template:
Epic Link:
Loans
Front End Estimate:
Medium < 5 days
Front-End Confidence factor:
Low
Back End Estimate:
XL < 15 days
Estimation Notes and Assumptions:

Hide
Assumes a similar approach to the requests CSV export.

Needs integration between circulation and fees and fines and notices.

Will likely slow down the fetching of loans, and so may require some performance work.

Show
Assumes a similar approach to the requests CSV export. Needs integration between circulation and fees and fines and notices. Will likely slow down the fetching of loans, and so may require some performance work.
Development Team:
Concorde
Calculated Total Rank:
Rank: Chalmers (Impl Aut 2019):
R2
Rank: Chicago (MVP Sum 2020):
R5
Rank: 5Colleges (Full Jul 2021):
R2
Rank: Lehigh (MVP Summer 2020):
R2
Rank: TAMU (MVP Jan 2021):
R2
Rank: U of AL (MVP Oct 2020):
R4

Description

Purpose: See all overdues to determine if additional outreach to patron (or other actions) are needed. Would include items, ~~notices~~ (out of scope until ~~UXPROD-1627~~ implemented), renewals.

As a thin thread, this requires:

Interaction in UI for staff user to generate report
report generated of all loans with due date before the current date and time (i.e., overdue)
export of loans and loan information, including name of patron, loan policy, total fines/fees associated with item

TestRail: Results

Attachments

Issue Links

clones

UXPROD-940 Loans in-app report: Weekly overdue report

Closed

is defined by

UIU-983 Overdue loans report (fields already in loans CSV export)

Closed

UIU-984 Overdue loans report (borrower fields)

Closed

UIU-985 Overdue loans report (additional loan fields)

Closed

UIU-986 Overdue loans report (additional item fields)

Closed

Activity

People

Assignee:: Emma Boettcher

Reporter:: Emma Boettcher

Front End Estimator:: Emma Boettcher

Back End Estimator:: Marc Johnson

Votes:: 0 Vote for this issue

Watchers:: 6 Start watching this issue

Dates

Created:: 22/Mar/19 4:21 PM

Updated:: 16/Sep/20 9:13 PM

Resolved:: 25/Jun/19 9:54 PM

Loans in-app report: Weekly overdue report (thin thread for Q2)