Ordering functionality that FOLIO needs to stay competitive
(UXPROD-3440)
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| Status: | Analysis Complete |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | None | Parent: | Ordering functionality that FOLIO needs to stay competitive |
| Type: | New Feature | Priority: | P2 |
| Reporter: | Dennis Bridges | Assignee: | Dennis Bridges |
| Resolution: | Unresolved | Votes: | 5 |
| Labels: | acquisitions, needs-ranking, orders, round_iv, split | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Issue links: |
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| Potential Workaround: | As of Juniper release individual orders can be printed or saved to PDF. This information can be emailed by library staff manually to a vendor. | ||||||||||||||||||||||||||||||||||||||||||||
| Epic Link: | Ordering functionality that FOLIO needs to stay competitive | ||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimate: | XL < 15 days | ||||||||||||||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | Low | ||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimate: | XL < 15 days | ||||||||||||||||||||||||||||||||||||||||||||
| Estimation Notes and Assumptions: | We are uncertain how we will implement the PDF creation and facilitate the sending of emails. This assumes that existing folio email functionality can be reused. | ||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Thunderjet | ||||||||||||||||||||||||||||||||||||||||||||
| Kiwi Planning Points (DO NOT CHANGE): | 34 | ||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 71.1 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Chalmers (Impl Aut 2019): | R5 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R4 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Duke (Full Sum 2021): | R3 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: FLO (MVP Sum 2020): | R4 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R2 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Grand Valley (Full Sum 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: hbz (TBD): | R2 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Hungary (MVP End 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Lehigh (MVP Summer 2020): | R4 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Leipzig (Full TBD): | R1 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Mainz (Full TBD): | R1 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: MI State-Lib of MI (Sum 2021): | R3 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Spokane Public Library (Jan 2021): | R2 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R2 | ||||||||||||||||||||||||||||||||||||||||||||
| Description |
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Purpose: Allow users to communicate order information for the purpose of sending orders via email or fax to third parties. Note: Many of the use cases below should be satisfied by UXPROD-2893 which give users the ability to quickly print a single order to a formatted PDF. This information could then be attached to an email. The remaining functionality below is focused on building a mechanism for managing the communication between the library and the vendor. Building email templates that include the order information and keeping track of what was sent to via email, by whom and when. Use cases: Questions:
Requirements:
Secondary requirements (Possibly split feature)
Approach:
UX Designs: https://drive.google.com/file/d/1Y9fDV6oZLTZd3xJHbACscmSz-eXVkyHB/view?usp=sharing |
| Comments |
| Comment by Ann-Marie Breaux (Inactive) [ 14/Dec/21 ] |
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Dennis Bridges Adding a comment to capture request from 14 Dec 2021 Acq SIG: also a need to communicate cancellation for existing orders to vendors, either via e-mail or perhaps EDIFACT (for some vendors). Maybe consider as part of
cc: Martina.Schildt |