Loan: Declared Lost (Stories dependent on fines/fees work)

Description

Q2 2020 work includes:

  • Identification of appropriate item statuses.

    • contrast with status that is aged to lost/grossly overdue?

  • Declaring item lost while it is still checked out or overdue.

    • Item stays on patron's account while bill is open.

    • Replace copy does not need to be an option from the patron's open loans - it's a way of paying the bill

  • What happens when a declared lost item is returned // may be part of other fines/fees workflows

  • How a declared lost item appears across user's loan history and Inventory.

    • stays on open loans until bill is paid or transferred or otherwise taken care of.

  • Modal when declared lost item is checked back in

Not completed in Q2 2020, moved to UXPROD-2535:

  • closing loan based on actual cost fees

  • showing System (or FOLIO) as source of automated closed loan action on loan details

Priority

Fix versions

Development Team

Prokopovych

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

Attachments

1

clones

Checklist

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TestRail: Results

Activity

Show:

Cate Boerema June 12, 2020 at 10:20 AM

should UIU-1605 be moved to UXPROD-2391?

Cate Boerema February 13, 2020 at 12:01 PM

is this Analysis complete?

Done

Details

Reporter

PO Rank

106.1

PO Ranking Note

Elevating rank because there's no clear workaround, particularly for being able to close a loan (without checking in the item) when the associated fees/fines are paid.

Estimation Notes and Assumptions

Excludes the impact on fees / fines and overdue determination Excludes notifications Item status updating mechanism is in place (and this only has minor impact) Scope limited to introduction of declared lost process, impact on existing check in process (and presentation of item / loan information) and requests. Don't have sufficient knowledge of fees and fines to know the impact.

Analysis Estimator

Front End Estimate

XL < 15 days

Front End Estimator

Front-End Confidence factor

Low

Back End Estimate

XL < 15 days

Back End Estimator

Rank: FLO (MVP Sum 2020)

R1

Rank: 5Colleges (Full Jul 2021)

R4

Rank: Cornell (Full Sum 2021)

R1

Rank: Chalmers (Impl Aut 2019)

R4

Rank: GBV (MVP Sum 2020)

R2

Rank: hbz (TBD)

R1

Rank: Hungary (MVP End 2020)

R1

Rank: TAMU (MVP Jan 2021)

R1

Rank: Chicago (MVP Sum 2020)

R1

Rank: MO State (MVP June 2020)

R1

Rank: U of AL (MVP Oct 2020)

R4

Rank: Leipzig (Full TBD)

R1

Rank: Lehigh (MVP Summer 2020)

R1

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Created February 11, 2020 at 8:22 PM
Updated July 7, 2022 at 12:20 PM
Resolved June 19, 2020 at 4:40 PM
TestRail: Cases
TestRail: Runs