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UI | Settings > Tenant > Service point. Extend check-in to handle In-house requests

Description

Overview:

In Settings > Tenant > Service points a new option for setting default check-in actions is to be implemented. The three actions are 1. Close request & return item; 2. Keep on hold shelf; and 3. Ask for action.

If the setting is changed it should be retained until a new check-out session is started:

  • Session timeout: Reset to default value

  • Close session is clicked: Reset to default valueNavigation away from and back to check-in: Setting retainedNavigation away from and back to check-in: Setting retained

Use case:

As a Librarian, I require the ability to set the default check-in action for In-house requests in check-in. This setting should default to the value set for that service point. Users should be able to freely change this setting based on their current needs, when doing the actual check-in.

Scenarios:

  1. Scenario

    1. Login to a FOLIO environment, as user with the appropriate permissions

    2. Go to the Settings app > Tenant > General

    3. Select Service points

    4. When viewing a given Service point. In the accordion General information

    5. Then below the exiting select list “Closed library date management for hold shelf expiration date calculationa new

    6. settings for service points is added. This new select list has the label: Default in-house loan check-in action.

  2. Scenario

    1. When setting the Default in-house loan check-in action following options are available in the drop down menu:

      1. Close request & return item

      2. Keep on hold shelf

      3. Ask for action

    2. See UX mock up

    3.  

  3. Scenario

    1. When click on the button Save and close,

    2. then changes are saved

  4. Scenario

    1. When click on Cancel

    2. Then changes are not saved

Permissions:

No extra permissions are needed to change the Setting (Service point) check-in action.

Environment

None

Potential Workaround

None

Attachments

1

Checklist

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Details

Assignee

Reporter

Priority

Development Team

Klemming

Release

Trillium (R2 2025)

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Created March 19, 2025 at 1:53 PM
Updated March 27, 2025 at 11:35 AM

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