Uploaded image for project: 'UX Product'
  1. UX Product
  2. UXPROD-90

Loan: Cancel loan

    XMLWordPrintable

Details

    • Medium < 5 days
    • Large < 10 days
    • Medium
    • Vega
    • 4
    • 41
    • R5
    • R4
    • R4
    • R1
    • R4
    • R4
    • R4
    • R1
    • R4
    • R1
    • R4
    • R5
    • R2
    • R4

    Description

      Current situation or problem:
      Loans can be closed by checking the item in, or, if the item never comes back, by declaring it lost and having the ensuing fees/fines paid. However, they cannot be closed in any other way. If a loan was created by mistake, or if the library is handling fees/fines outside of the automated workflows, the library may need another option to cancel a loan

      In scope

      • Create (or reuse) close loan action and allow user to access it through loan UI
      • Create permissions, so that not all users can close loans
      • Handle side effects of canceling loan (see questions, below)

      Out of scope

      Use case(s)
      Accidentally checking out ILL item to the wrong account, and needing to cancel the loan without canceling the original request. If a loan was created by mistake, or if the library is handling fees/fines outside of the automated workflows, the library may need another option to cancel a loan

      Proposed solution/stories

      Links to additional info

      Questions

      • What are the side effects of canceling (or closing) a loan?
        • Item status
          • An item that's on loan has an item status of "Checked Out". If a loan is cancelled, should it automatically move the item status back to Available? If not, what should happen?
          • Are there any other statuses where the loan should be cancellable? What if the loan is claim returned (item status "Claim Returned"), declared lost, or aged to lost?
        • Effect on fees/fines?
          • Easiest way would simply to be to not allow a loan with fees/fines to be cancelled.
        • Effect on requests?
          • Trickier, because the checkout may have filled a request, and then if you want to cancel the loan, what happens to the filled request?
        • How would a cancelled loan be handled with anonymization?
      • There's a "closed loan" action in the loan action history - can some of that code be used here, just triggered by something other than fees/fines being paid?

      TestRail: Results

        Attachments

          Issue Links

            Activity

              People

                cmalmbor Cheryl Malmborg
                cboerema Cate Boerema
                Michal Kuklis Michal Kuklis
                Marc Johnson Marc Johnson
                Votes:
                0 Vote for this issue
                Watchers:
                5 Start watching this issue

                Dates

                  Created:
                  Updated:

                  TestRail: Runs

                    TestRail: Cases