Requests (UXPROD-790)

[UXPROD-1056] Requests: track and display all changes to a request Created: 28/Aug/18  Updated: 03/Jan/24

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Requests

Type: New Feature Priority: P4
Reporter: Cate Boerema (Inactive) Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: circ-log, requests, round_iv, swag
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UX-404 Mock up of display of Request history... Open
Relates
relates to UIREQ-67 Requests - capture information during... Closed
relates to UIREQ-68 Requests - capture metadata during edit Closed
relates to UIREQ-66 Requests - capture additional informa... Closed
relates to UIREQ-90 Requests - Capture information during... Closed
relates to UIREQ-91 Requests - Capture information during... Closed
relates to UIREQ-101 Requests - capture action information... Closed
relates to UXPROD-1703 Circulation log of all actions filter... Closed
relates to UIREQ-92 Requests - Display of actions in Deta... Draft
Potential Workaround: CPT: Why such a diffeence between go-live for US and non-US institutions? Will be able to see status of request. This should be good enough for the MVP. This could be worked on immediately following MVP.
Epic Link: Requests
Front End Estimate: Large < 10 days
Front End Estimator: Cate Boerema (Inactive)
Front-End Confidence factor: Low
Back End Estimate: XL < 15 days
Back End Estimator: Cate Boerema (Inactive)
Estimation Notes and Assumptions: CB: Per agreement with Jakub and the cap planning team, some of us non-developers are going to estimate the remaining unestimated features. I will label this "swag" so we know to revisit when we have more info. My assumption with this estimate was that we built just what was needed for request history on Requests. If we decide to pursue the Circ Log (UXPROD-1703), this feature might become redundant.
Development Team: Vega
Kiwi Planning Points (DO NOT CHANGE): 1
PO Rank: 65
PO Ranking Note: 2020-10-04 - CB: Making my PO rank same as the calculated total rank for now.
2019-07-12: Keeping PO rank same as calculated rank (with potential minor adjustments to avoid having two features with same rank)
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R1
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

Purpose: To implement tracking and display of all changes to a request record including:

    • Record metadata (create, update)
    • Edits (change expiration dates, pickup points, etc)
    • Cancellation (when, by whom, why)
    • Progress through the stages of a request (changes to request status, in transit activity, etc)


 Comments   
Comment by David Bottorff [ 10/Jun/20 ]

Cate, can i get some clarification of the progress on this Jira for ranking purposes? Are all of the changes being captured? Or are some changes not being captured? If captured, are any or all displayed? If not displayed, will they be accessible via the LDP?

Comment by Holly Mistlebauer [ 17/Jun/20 ]

Chicago comment from Round IV Outliers spreadsheet: We need some way to see the history of requests, like if a recall is changed or cancelled by a staff member. If we can do this through the LDP, that might be enough. -Tod Olson

Comment by Emma Boettcher [ 24/Jun/20 ]

Cate Boerema Added circ-log label to this since it may be addressed through that.

Comment by Holly Mistlebauer [ 07/Mar/22 ]

This feature is marked DRAFT until Brooks Travis has a chance to review it for validity.

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