Details
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New Feature
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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None
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None
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Large < 10 days
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Large < 10 days
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Medium
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Large < 10 days
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Concorde
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120
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R2
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R1
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R1
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R1
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R1
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R1
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R2
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R2
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R1
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R1
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R1
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R1
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R1
Description
As an item's status changes, its previous statuses (and the date, place, and operator that applied them) can be recorded in an action table to help staff troubleshoot and to see the history of items. Lives in Inventory. May also include history in various workflows depending on how that information is stored.
February 2019: Show last time touched on item record, but don't need to have extensive history for this in Inventory so long as the full history can be accessed quickly.
Item record: most recent check in section (UIIN-749), maintain item status date (UIIN-486)
Status history/audit app:
- Create new item for existing holdings record (--> Available)
- Check in the item (--> Awaiting pickup, In transit, Available)
- Check out the item (--> Checked out)
- Mark item as missing (--> Missing)
- Open purchase order to create item (--> On order)
- Receive purchase order (--> In process)
- Paging an available item (--> Paged)
- Expired request on an item (--> Awaiting pickup)
Excluded from that timeline: edits to item record, some loan actions (renew, change due date), creating any kind of request on an item besides paging an available item
Included: actions in the above list, even if they don't change the status (e.g., scanning an Available item in the Check In app --> Available)
Other anticipated actions that would affect status:
- Marking a (loaned) item claim returned or lost (through interaction in Users)
- Time passing (Recently returned items becoming Available, Checked out items becoming lost when they're past their due dates - the latter is imminent, the former is not)
- All fines/fees closing for a lost item (--> Lost and paid)
- Marking an item as In process, Withdrawn, or Long missing
- Renewing an item (if it's lost, will change the status to Checked out)
For these actions, need to capture: status (at end of action), who is doing the action, when, associated service point (for check in/check out actions), and link back to at least item details, assuming loan details/patron details/request details is going to lead to issues.
Completed in Q4:
- Backend work to show last check in on item record
- Work to maintain item status date when record was edited
TestRail: Results
Attachments
Issue Links
- is cloned by
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UXPROD-2181 View last check in on item record
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- Closed
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- is defined by
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MODINVSTOR-365 Backend: Show most recent check in on item record
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- Closed
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MODINVSTOR-367 Maintain item status date even if item record is edited
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- Closed
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MODINVSTOR-386 back-end: show most recent check in on item record
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- Closed
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UIIN-486 Maintain item status date even if item record is edited
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- Closed
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- relates to
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UXPROD-933 Loans in-app report: Determine item use before weeding
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- Closed
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UXPROD-1703 Circulation log of all actions filtered by a patron and/or a item with additional filters
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- Closed
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UXPROD-2175 Audit status changes and display in app (status history)
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- Open
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UXPROD-1037 Item state in three components
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- Closed
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UXPROD-1327 Circulation statistics for item on item record
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- Analysis Complete
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UXPROD-1407 Loans in-app report: Item loan history
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- Closed
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UXPROD-1703 Circulation log of all actions filtered by a patron and/or a item with additional filters
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- Closed
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UXPROD-2139 Display information about which service point items are in transit to on item record
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- Closed
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UXPROD-2181 View last check in on item record
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- Closed
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