Details
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New Feature
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Status: Draft (View Workflow)
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TBD
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Resolution: Unresolved
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None
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None
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Supervisor logs in and performs a regular override.
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Vega
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1
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49
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R4
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R2
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R3
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R2
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R3
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R2
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R4
Description
Current situation or problem:
Sometimes, users will want to perform actions in FOLIO that they are not permitted to perform. A supervisor may want to temporarily escalate permissions for the user, instead of performing the action themselves on their own machine (or going over to the user's machine and logging them out and logging in on that machine).
In scope
- Decide on approach for permission escalation
- Implement for at least check out override
Out of scope
Use case(s)
- Mostly in circulation, for customer service needs that are time-sensitive. Nov. 25, 2020 product owner meeting didn't have many use cases other than circulation for needing to escalate a user's permissions.
Proposed solution/stories
- Vega developers have proposed approach in
CIRC-882
Links to additional info
- Slides: https://docs.google.com/presentation/d/1rRsyPN-uqKcDkpoaE490bcHX-JoAdtNKmNlXY7eaBlE/
- Comments from Holly: Decide on approach FOLIO should take on permission escalation. This is what happens if there is an Override button but the logged in user doesn't have permission to do an override. In most cases a supervisor would then do the override. There are several different ways this could be handled. Vega is looking into options as part of the feature to do overrides for item blocks and patron blocks, but we need a solution for all of FOLIO. Vega will work with the tech leads to discuss the various options (see
CIRC-882) and then Darcy/Holly will discuss the options with the RA SIG and POs (who will then discuss the options with their SIGs if needed). This has to be a FOLIO-wide decision.
Questions
- Will users now be able to see actions they don't have access to?
- Can we implement this only a few actions at a time?
- Overrides, where a user has been interrupted during an action they can usually perform (check out, renewal), may be most important
TestRail: Results
Attachments
Issue Links
- blocks
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UXPROD-1245 Loans: One-time escalation of a user's permissions
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- Draft
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- is defined by
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CIRC-882 SPIKE: Decide on escalating permission override technique
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- Closed
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UIREQ-525 Permission escalation for request policy override
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- Draft
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UIU-1170 Patron blocks: Allow for override when logged in user does not have credentials
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- Draft
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UIU-1288 Item blocks: Allow for override when logged in user does not have credentials
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- Blocked
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UX-379 Item block override design with escalating permissions
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- In progress
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- relates to
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UXPROD-1130 Allow for override of patron blocks
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- Closed
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UXPROD-2127 Allow for override of item blocks
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- Closed
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UIU-445 Allow for the cancellation of a fee/fine with supervisor override when current user does not have the needed permission
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- Draft
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UXPROD-2649 Request: Allow Override of Request Policy Prevented Request
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- Analysis Complete
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- mentioned in
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