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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Medium < 5 days
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BE: We can adjust validation for general item update API.
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Prokopovych
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16
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98
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R5
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R1
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R1
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R1
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R2
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R1
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R2
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R2
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R2
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R2
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R2
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R2
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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
- for reference, restrictions on changing item status from item record, regardless of a user's permissions:
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 will discuss the UX and the requirement with filipjakobsen, 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
Attachments
Issue Links
- blocks
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UXPROD-2527 Item status: Permissions to change item status based on resulting item status
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- Open
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UXPROD-2528 Item status: Permissions to change the item status based on initial item status
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- Open
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- clones
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UXPROD-1730 Inventory results list. Display elements should be configurable
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- Draft
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- is defined by
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UIIN-1325 Update permissions for new UI
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- Draft
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- relates to
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UXPROD-1037 Item state in three components
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- Closed
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UXPROD-2527 Item status: Permissions to change item status based on resulting item status
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- Open
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UXPROD-2528 Item status: Permissions to change the item status based on initial item status
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- Open
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