Details
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Umbrella
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Status: Closed (View Workflow)
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P2
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Resolution: Done
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None
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None
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None
Description
Current situation or problem:
The functionality of the bulk edit is long overdue in FOLIO but because or its impact on the data integrity we will start with a pilot project that covers some of the use cases related to the user management.
In scope
1. Limited bulk edit for user records:
- Search by user group, list of barcodes
- Edit: remove permissions, update expiration date, update patron group, update email
2. Cover all elements related to bulk edit workflow (even if only limited form):
- Identify records for editing
- Edit record(s): add data, remove data, update data
- Review changes
- Confirm changes
- Commit changes
- Log committed changes
- Handle exception (including notifying users)
3. Review the finished pilot with the community (PC, TC)
4. Recommend implementation plan for other areas
Out of scope
- Implementing bulk edit functionality for other functional area that will be addressed after the pilot is completed
- Cross app searches
- Bulk deleting records
Use case(s)
- Change e-mail address for all affected users when the institution domain changes
Links to additional info
Questions
Once the pilot is completed who gives OK for further implementation?
TestRail: Results
Attachments
Issue Links
- is defined by
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UXPROD-3228 Preliminary work for Bulk Edit app
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- Closed
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UXPROD-3229 Identify user records for bulk edit
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- Closed
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UXPROD-3318 User records - bulk edit - pilot implementation
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- Closed
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- relates to
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UXPROD-3705 Bulk Edit - User data - in app approach
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- Closed
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