Details
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New Feature
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Status: Draft (View Workflow)
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P3
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Resolution: Unresolved
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None
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None
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None
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Small < 3 days
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Large < 10 days
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Medium
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Medium < 5 days
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Dynamic configuration of elements.
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Prokopovych
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1
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65
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CW: PO rank aligned with Calculated Total rank.
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R4
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R4
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R2
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R5
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R4
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R2
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R4
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R4
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R1
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R2
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R2
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R2
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R4
Description
Many holdings records are similar (same location, loan type etc).
The possibility to duplicate holdings is implemented, but libraries has also expressed a need for defining customizable Holdings templates to make holdings CRUD easier.
Usecases raised by Chalmers:
- To simplify and streamline the workflow for adding holdings.
- Using minimalistic holdings templates defined by the library, to keep staff, when adding holdings from having to navigate through dozens of fields that the library never use.
Tasks:
- Discuss this topic with the MM-SIG (TBD)
Documentation - input from lisams:
- screenshots of how record templates work in Sierra: https://docs.google.com/document/d/1EaZAkb86WUTiJ3Yc58MVvZFvTCCIGUovhGFEyBN5Jec/edit?usp=sharing
charlotte This is feedback from Chalmers. This is high priority for them. Please review and determine next step (finalize into a story, mark as will not implement, need more info, delete, etc.). The label chalmers_debut_followup helps us keep these issues all findable as a group.
TestRail: Results
Attachments
Issue Links
- has to be done after
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UXPROD-1665 Create, manage and apply Purchase Order templates
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- Closed
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- is defined by
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UIIN-680 Settings page. Inventory. Add Templates
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- Draft
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- relates to
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UXPROD-1662 Create, manage and apply Item templates
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- Draft
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CHAL-141 Make manual creation of holdings and items easier by implementing custom holding and item templates
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- Blocked
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- mentioned in
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