Provide confirmation modal when anonymizing loans
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- 03 Apr 2023, 12:12 PM
- 03 Apr 2023, 12:11 PM
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Irina PokhyletsApril 12, 2023 at 7:31 AM
@(OLD ACCOUNT) Erin Nettifee thanks a lot for the clarification!
(OLD ACCOUNT) Erin NettifeeApril 11, 2023 at 4:47 PM
Circling back to this. The general agreement was that the settings for anonymization in Settings > Circulation > Loan history are only meant to be settings for automated loan anonymization and not for manual loan anonymization, which is only done user-by-user.
The net effect is that this means that if someone wants to anonymize a closed loan with fees/fines, they must do that with the automated process, and not with the manual one.
It's likely that we are at a point with anonymization that that should be looked at, but there is not a product owner for fees/fines or loan anonymization right now, and I hope that this feature work could still happen, even knowing that further development may be happening in the future. @Tim Auger
(OLD ACCOUNT) Erin NettifeeApril 3, 2023 at 3:22 PM
Hmmm. Let me check with the other circ POs on this. The last work on anonymization was done quite a bit ago and I think I know how this is intended to work but I want to make sure I am not missing anything (as much as feasible.)
Irina PokhyletsApril 3, 2023 at 12:13 PM
Hi @(OLD ACCOUNT) Erin Nettifee, could you please confirm?
1. Users can’t anonymize the closed loan with associated fees/fines (https://folio-org.atlassian.net/browse/CIRC-368#icft=CIRC-368, https://folio-org.atlassian.net/browse/UIU-1083#icft=UIU-1083). Is it a valid requirement and is there any other prevention (modal pop-ups) that we should consider?
2. In Circ settings we have options for automatic loan anonymization. How do they intersect with manual loan anonymization? For instance,
if ‘Anonymize closed loans’= Never. Can users manually anonymize the loan?
If ‘Anonymize closed loans with associated fees/fines’ = ‘2 Days after fee/fine closed’ Can users manually anonymize the loan if fee/fine for this loan is closed?
CC: @Priyanka Terala
(OLD ACCOUNT) Erin NettifeeFebruary 1, 2023 at 2:38 PM
@Tim Auger is it possible to sneak this one into Poppy? It seems simple enough and it really is needed to prevent errors....
Current situation or problem:
Currently, if a FOLIO staff user is viewing a patron's closed loans and has permissions to anonymize all loans, when they click the button anonymization happens immediately.
We need to insert a confirmation modal into this workflow so that staff have to confirm anonymization; this will reduce the potential for error.
In scope
Inserting a modal into the anonymization process.
Out of scope
Any changes to back-end workflows.
Any changes to anonymization permissions
Use case(s)
A library staff member is reviewing a patron's closed loans. They are trying to export closed loans to CSV and accidentally click the button to Anonymize all loans instead. The pop-up confirmation modal allows them to catch their error and prevent it from going through.
Proposed solution/stories
UIU-1631 - this was written by a PO who has left the project, but the story is complete.
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