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  1. UX Product
  2. UXPROD-3457

Organizations - Display a history of edits for organization records



    • 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
    • 133
    • R3


      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

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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