Uploaded image for project: 'UX Product'
  1. UX Product
  2. UXPROD-3225

Bulk Edit - User data - Pilot

    XMLWordPrintable

Details

    • Umbrella
    • Status: Closed (View Workflow)
    • P2
    • Resolution: Done
    • None
    • None
    • 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)

      1. 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

            Activity

              People

                magdaz Magda Zacharska
                magdaz Magda Zacharska
                Votes:
                0 Vote for this issue
                Watchers:
                4 Start watching this issue

                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases