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  1. UX Product
  2. UXPROD-1731

Ability to change Item status from Inventory (without switching to another app)

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    Details

    • Type: New Feature
    • Status: Draft (View Workflow)
    • Priority: P3
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
    • Template:
      UXPROD features
    • Epic Link:
    • Front End Estimate:
      Small < 3 days
    • Back End Estimate:
      Medium < 5 days
    • Estimation Notes and Assumptions:
      BE: We can adjust validation for general item update API.
    • Development Team:
      Prokopovych
    • Calculated Total Rank:
      80
    • Kiwi Planning Points (DO NOT CHANGE):
      16
    • PO Rank:
      98
    • PO Ranking Note:
      Hide
      CW: This has been discussed with the MM-SIG, and is something several libraries requested. The implementation can be solved with an action button in the caret > drop down menu.
      PO rank aligned with Calculated Total rank.
      EB: further discussed with item status group: expanding the list of allowed status changes is highly desirable, especially the ability to do that without relying on data import.
      Show
      CW: This has been discussed with the MM-SIG, and is something several libraries requested. The implementation can be solved with an action button in the caret > drop down menu. PO rank aligned with Calculated Total rank. EB: further discussed with item status group: expanding the list of allowed status changes is highly desirable, especially the ability to do that without relying on data import.
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: FLO (MVP Sum 2020):
      R1
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: hbz (TBD):
      R2
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: Leipzig (Full TBD):
      R2
    • Rank: MO State (MVP June 2020):
      R2
    • Rank: TAMU (MVP Jan 2021):
      R2
    • Rank: U of AL (MVP Oct 2020):
      R2

      Description

      Current situation or problem:

      • Changing item status within Inventory is cumbersome - all changes are initiated through the item records actions menu, which leads to a long list. Some staff change item status at the same time they edit other parts of the item record, and would like to do both from the edit form. (However, some staff should only be able to change item status, without editing other parts of the item record.)

      In scope

      • Allow users to change item status via edit form in Inventory
      • Through permissions, allow tenants to set up different kinds of users:
        • who can change only item status via edit form in Inventory, but not other fields on the item record (likely circulation librarians/staff)
        • who can change item status and all other elements of item record via edit form in Inventory (likely metadata/cataloging librarians)
        • who can change item status via the edit form, but only to certain values and not others (e.g., a user who can change item status to missing but not withdrawn)
      • Expanding list of which item statuses can be manually applied in Inventory to include most statuses (Available, In transit, Lost and paid, On order, Order closed can currently not be manually applied)
        • for reference, restrictions on changing item status from item record, regardless of a user's permissions:
          • Can't change item status from Checked out, Declared lost, Claimed returned, Aged to lost, or On order
          • Can't change item status to Checked out, Declared lost, Claimed returned, Aged to lost, Awaiting pickup, or Awaiting delivery

      Out of scope

      Use case(s)

      Proposed solution/stories

      • Wireframe incorporating 3-part item status is attached

      Links to additional info

      Questions

      Usecase:
      The elements that are displayed for the instance, holdings, and item in results list should be configurable by the institution.

      The jira feature originate from:
      Gap Analysis 2019 Missing Features - https://docs.google.com/spreadsheets/d/1b3VY1EUOAyoySuEaT0lJfKUBYLMUPZM6PDSBnGiMxYk/edit#gid=739330010

      Original order # 198

      Comment - this will be a breaking change - while the element 'Item status' has been defined as a system supplied data field in the back end. The default value is 'Available'. The item status can be set by the Order app, the Check in and the Check out app etc.

      Charlotte Whitt will discuss the UX and the requirement with Filip Jakobsen, and the MM-SIG to find the best UX, and technical solution, e.g. using the Action menu caret, like Missing items, and New request.

        TestRail: Results

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                People

                Assignee:
                charlotte Charlotte Whitt
                Reporter:
                charlotte Charlotte Whitt
                Front End Estimator:
                Zak_Burke Zak_Burke
                Back End Estimator:
                Bohdan Suprun Bohdan Suprun
                UX Lead:
                Filip Jakobsen Filip Jakobsen
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                0 Vote for this issue
                Watchers:
                12 Start watching this issue

                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases