Purpose: To begin development of user proxy feature. A "proxy" is someone who is designated as allowed to borrow on behalf of someone else (their "sponsor"). For example, teaching assistant could be a proxy for a professor. Or a parent a proxy for their child (at a public library). Each FOLIO user could be a proxy for 0 to many other FOLIO users. This feature has a lot of nuances, but we are going to build incrementally. For some notes on the feature as a whole, please see this Google Document: https://docs.google.com/document/d/1P9sMDjZ0MJ-Ygi7Pzx5ce7nOCdB83phyfnPjNHidiK8/edit
Scenarios:
Scenario
Given the User Details page (Create, View and Edit modes)
When displayed
Then a "Proxy Assignments" section should display towards the bottom of the page (below Loans, above Permissions) NOTE: The positioning and section label is intentionally different from the attached mock-ups
Scenario
Given the Proxy section of User Details page
When displayed
Then a sub-section should display for each, Sponsor and Proxy
Scenario
Given the Sponsor sub-section
When displayed
Then a button should appear labelled "+ Add Sponsor"
Scenario
Given the Sponsor sub-section
When "Add sponsor" is clicked
Then the user search and select modal should be launched (see UIS-25 for first implementation of this component)
Scenario
Given the Sponsor sub-section
When a user has been selected in the user search and select modal
Then the selected user should display in the Sponsor column of the list NOTE - for this story, that is the only column that is in-scope. Please ignore the other columns in the mock-up for now
Scenario
Given the Sponsor sub-section
When a user is displaying in the sponsor list
Then the username should be a link to the user details page (view mode) of that user
Scenario
Given the Proxy sub-section
When displayed
Then a button should appear labelled "+ Add Proxy"
Scenario
Given the Proxy sub-section
When "Add proxy" is clicked
Then the user search and select modal should be launched (see UIS-25 for first implementation of this component)
Scenario
Given the Proxy sub-section
When a user has been selected in the user search and select modal
Then the selected user should display in the Proxy column of the list NOTE - for this story, that is the only column that is in-scope. Please ignore the other columns in the mock-up for now
Scenario
Given the Proxy sub-section
When a user is displaying in the sponsor list
Then the username should be a link to the user details page (view mode) of that user
Thanks, Charlotte! Let's check with the SIG to make sure they want to prevent that before prioritizing for development. I'll put it on my list of things to ask so we don't forget, but please feel free to raise it yourself if you are in the next meeting.
Charlotte Whitt August 31, 2017 at 5:49 PM
I had to test one more thing: What about Inactive users. And right now it is possible to select and add inactive sponsors and select and add inactive proxies. I'll file a new UIU story about this.
Purpose: To begin development of user proxy feature. A "proxy" is someone who is designated as allowed to borrow on behalf of someone else (their "sponsor"). For example, teaching assistant could be a proxy for a professor. Or a parent a proxy for their child (at a public library). Each FOLIO user could be a proxy for 0 to many other FOLIO users. This feature has a lot of nuances, but we are going to build incrementally. For some notes on the feature as a whole, please see this Google Document: https://docs.google.com/document/d/1P9sMDjZ0MJ-Ygi7Pzx5ce7nOCdB83phyfnPjNHidiK8/edit
Scenarios:
Scenario
Given the User Details page (Create, View and Edit modes)
When displayed
Then a "Proxy Assignments" section should display towards the bottom of the page (below Loans, above Permissions) NOTE: The positioning and section label is intentionally different from the attached mock-ups
Scenario
Given the Proxy section of User Details page
When displayed
Then a sub-section should display for each, Sponsor and Proxy
Scenario
Given the Sponsor sub-section
When displayed
Then a button should appear labelled "+ Add Sponsor"
Scenario
Given the Sponsor sub-section
When "Add sponsor" is clicked
Then the user search and select modal should be launched (see UIS-25 for first implementation of this component)
Scenario
Given the Sponsor sub-section
When a user has been selected in the user search and select modal
Then the selected user should display in the Sponsor column of the list NOTE - for this story, that is the only column that is in-scope. Please ignore the other columns in the mock-up for now
Scenario
Given the Sponsor sub-section
When a user is displaying in the sponsor list
Then the username should be a link to the user details page (view mode) of that user
Scenario
Given the Proxy sub-section
When displayed
Then a button should appear labelled "+ Add Proxy"
Scenario
Given the Proxy sub-section
When "Add proxy" is clicked
Then the user search and select modal should be launched (see UIS-25 for first implementation of this component)
Scenario
Given the Proxy sub-section
When a user has been selected in the user search and select modal
Then the selected user should display in the Proxy column of the list NOTE - for this story, that is the only column that is in-scope. Please ignore the other columns in the mock-up for now
Scenario
Given the Proxy sub-section
When a user is displaying in the sponsor list
Then the username should be a link to the user details page (view mode) of that user