Uploaded image for project: 'UX Product'
  1. UX Product
  2. UXPROD-2989

Cornell Library - Table-Driven Bursar Item Types for Fees/Fines

    XMLWordPrintable

    Details

    • Template:
      UXPROD features
    • Epic Link:
    • Calculated Total Rank:
      23
    • Cap Plan Fix Version (DO NOT CHANGE):
      R2 2021
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R3
    • Rank: U of AL (MVP Oct 2020):
      R5

      Description

      Current situation or problem

      Cornell Library needs a table-driven way to manage Cornell Bursar Item Types and Item Descriptions, including a UI to manage these values. This feature is a follow-on to https://issues.folio.org/browse/UXPROD-2862 , which relies on hard-coded item types and descriptions.

      In scope

      1. Create table to store the fields: bursar item type, bursar description, bursar item code (having only the values "Charge" or "Payment"), fee/fine owner, fee/fine type. These are all varchar (variable-length text) fields. The specific values are listed in the attached spreadsheet file, "New Bursar Library Item Types Table pr52.xlsx". The table should also track who updated the values and when, using standard FOLIO field names / types for that.
      2. Create a user interface to manage all values in the table. The proper location of the form is uncertain at the moment, but in the form, bursar item type and bursar description should be free-text fields. Bursar item code, fee/fine owner, and fee/fine type should be pull-down lists. The fee/fine owner pull-down list would be populated by the existing fee/fine owner list managed in Settings > Users > Fee/Fine: Owners. Users should have a way to modify the values fee/fine type as well, perhaps adding that to Settings > Users > Fee/Fine.
      3. Permissions: The table-driven UI should be usable only by users who have access to the other bursar-related features.

       

       

       

        TestRail: Results

          Attachments

            Issue Links

              Activity

                People

                Assignee:
                hollyolepm Holly Mistlebauer
                Reporter:
                PhilRCornell Philip Robinson
                Votes:
                0 Vote for this issue
                Watchers:
                10 Start watching this issue

                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases