UX: Add Fulfillment Options to User Record

Description

Purpose: To update the user record to include a "Fulfillment options" field.

Background: When a new request is created, the requester can specify their fulfillment preference (hold shelf and delivery are the only options currently). But, in reality, not everyone should be able to choose all options (usually only staff gets delivery, for example). Who gets what fulfillment options is determined by data such as patron group, but the logic for that will be handled in the user import feed, not in FOLIO. Still, we would like to save this data in FOLIO so it can be seen by FOLIO operators and so it can trigger options within the requests form.

To do:

  • Add a Fulfillment options field to the user record

  • Should be able to select Hold shelf and/or Delivery

  • If there is >1 selected, you should be able to indicate a default

Environment

None

Potential Workaround

None

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Cate Boerema March 23, 2018 at 9:43 AM

, I just marked this closed, but am assume you'll get the stories in for this one? Thanks!

Cate Boerema February 22, 2018 at 9:10 AM

I like it.

Kimie Kester February 21, 2018 at 8:30 PM

Hi and . I'm starting to think I may have made this issue too complicated. So reading back through both Cate and 's original comments, I posted the simplified idea of two checkboxes. In the event that the librarian decides to enable "Delivery" for this user, then the "Fulfillment preference" would show as an option.

Here are the two screens:
user-details-fulfillment-1.png
user-details-fulfillment-2.png

What do you think of this approach?

Kimie Kester February 21, 2018 at 4:47 PM

Hi . and I have been have been talking about this multi-select combo component together offline. My plan is to do a little more research into some alternative ideas and then circle back to him especially because of the tricky aspects of accessibility. Are you OK with me spending some more time thinking this through?

Kimie Kester February 20, 2018 at 8:27 PM

Hi . I was thinking it would be something like this:
user-details-fulfillment-2.png

Done

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Created October 26, 2017 at 4:03 PM
Updated March 23, 2018 at 9:43 AM
Resolved March 23, 2018 at 9:42 AM
TestRail: Cases
TestRail: Runs