Details
-
New Feature
-
Status: Draft (View Workflow)
-
P3
-
Resolution: Unresolved
-
None
-
None
-
Ramsons (R2 2024)
-
XL < 15 days
-
70%
-
XXL < 30 days
-
70%
-
Confidence factor will increase after orders history has been implemented. Could be less than expected if a lot of that work can be reused.
-
Thunderjet
-
-
57.71
-
R3
Description
Current situation or problem: Not enough metadata is captured regarding record activity. Some records (eg. order) are edited frequently and often by different users OR integrations. Currently it is only possible to see who last edited the organization and who created it. This can make it difficult to troubleshoot organizations over time and uncover why something is not as expected.
In scope
Follow implementation approach laid out for orders in UXPROD-3215
Add a table that tracks what edits have been made to organization since its creation
Track edits made by users
Track edits made through integrations
Track edits made by other Modules
Track contacts associated and disassociated with organizations.
Track deleted contacts as outlined in UXPROD-4040
Out of scope
Implement this tracking for records other than Organizations
Implement tracking for contact records outside of association and disassociation with organizations, as described above.
Use case(s)
A library is performing an audit and notices that correspondence does not match with organizational information on file. Tracking the organization record's version history will confirm which information is the most current.
A library needs to know the organizational contact person who last negotiated the library's contract, as it was not a current contact.
Proposed solution/stories
Follow the implementation approach as laid out in UXPROD-3215
Links to additional info
Miro board: https://miro.com/app/board/uXjVMauMKGo=/?share_link_id=157479086509
Organization change log analysis in wiki at https://wiki.folio.org/x/8I_8B
(Related) Order change log analysis in wiki at https://wiki.folio.org/x/MpnhAw
TestRail: Results
Attachments
Issue Links
- defines
-
UXPROD-204 Display a history of edits for a record that is being viewed in acquisitions
-
- Draft
-
- is continued by
-
UXPROD-4155 Organizations - Display a history of edits for Contact records
-
- Draft
-
- is defined by
-
UIORGS-354 Organizations - User can click Change log icon to view the Change log
-
- Draft
-
-
UIORGS-355 Organizations - Display all versions in change log in fourth pane
-
- Draft
-
-
UIORGS-356 Organizations - Show in version history record view, which fields have been edited
-
- Draft
-
-
UIORGS-357 Organizations - Cancel/dismiss version history and reload current version
-
- Draft
-
-
UIORGS-358 Display selected version in Organizations view
-
- Draft
-
-
UIORGS-359 Organizations - Align the "Created by" and "Created on" fields with BE changes
-
- Draft
-
-
UIORGS-360 Display association and disassociation of contact records
-
- Draft
-
-
UIORGS-361 Display association and disassociation of Interfaces
-
- Draft
-
-
UIORGS-362 Display association and disassociation of Integration details
-
- Draft
-
- relates to
-
UXPROD-4040 Capture log of deleted records
-
- Draft
-
-
UXPROD-910 Change Tracker
-
- Open
-