Loans (UXPROD-788)

[UXPROD-1847] Loans: Policy Overrides - override multiple renewal failures Created: 03/Jul/19  Updated: 16/Sep/20  Resolved: 13/Sep/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2019
Parent: Loans

Type: New Feature Priority: P2
Reporter: Emma Boettcher Assignee: Emma Boettcher
Resolution: Done Votes: 0
Labels: cap-mvp, loans, po-mvp, q2-2019-spillover, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by CIRC-384 Multiple renewal failures: recall-rel... Closed
is defined by CIRC-319 Back-end: Renewal behavior for rollin... Closed
is defined by UIU-991 Override renewal failures: recalls an... Closed
is defined by UIU-1094 Multiple renewal failures: recall-rel... Closed
Relates
relates to CIRC-211 Backend: Override loan policy when it... Closed
relates to UIU-683 Renewal overrides: Update Renewal Con... Closed
relates to UIU-744 Renewal overrides - Implement Backend... Closed
relates to UIU-791 Renewal overrides: Update Renewal Con... Closed
relates to UIU-877 Renewal overrides: single-item failed... Closed
relates to UIU-879 Frontend: Override loan policy when i... Closed
relates to UX-210 Override failed renewal Closed
relates to UX-249 Override non-circulating loan policy Closed
relates to UIU-724 Show failure reason on bulk action co... Closed
relates to UIU-881 Frontend: Renewal behavior for loan t... Closed
relates to UXPROD-238 Loans: Permissions (Simple) Closed
relates to UXPROD-1251 Loans: Permissions (Advanced) Closed
relates to UXPROD-2016 Loans: renewal failures and overrides Analysis Complete
relates to FOLIO-1332 SPIKE: Design/Discuss Overrides Closed
relates to UIU-936 Renewal override allowed when it woul... Closed
Epic Link: Loans
Analysis Estimate: Medium < 5 days
Analysis Estimator: Emma Boettcher
Front End Estimate: Large < 10 days
Front End Estimator: Kostyantyn Khodarev
Back End Estimate: XL < 15 days
Back End Estimator: Kostyantyn Khodarev
Development Team: Vega
PO Rank: 131.2
PO Ranking Note: Work is in progress for Q3.
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R2
Rank: Lehigh (MVP Summer 2020): R2
Rank: U of AL (MVP Oct 2020): R1

 Description   

Policy overrides for loans and Check out app:

  • Override loan policy that says the item is non-circulating (checkout non-circulating item) (completed in UXPROD-1609 Closed )
  • Override of renewal failures for items with pending hold requests
    • Handling of renewals with multiple failures: what combinations are eligible for overrides, and do they get a datepicker or have due date calculated?

Except for permission escalation, overrides should be flagged as such for reporting/audit trail purposes, and staff may want to enter comments about why the item had an override (assuming this affects loan structure). Policy overrides (override failed renewal, override failed loan/patron block) should be prioritized over permission escalation for the time being.



 Comments   
Comment by David Bottorff [ 09/Jul/19 ]

I'm not sure I understand the scope of this Jira well enough to rank it.

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