Patron Notices (UXPROD-18)

[UXPROD-2222] Clarify UI for real-time and batch/scheduled patron notices Created: 07/Jan/20  Updated: 16/Sep/20  Resolved: 11/Jun/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2020
Parent: Patron Notices

Type: New Feature Priority: P2
Reporter: Darcy Branchini Assignee: Darcy Branchini
Resolution: Done Votes: 0
Labels: cap-mvp, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to CIRC-719 Improve notice errors due to incorrec... Open
relates to UICIRC-454 Remove real-time checkbox and clarify... Closed
relates to UXPROD-2461 Improved error handing for multiple/s... Draft
relates to UICIRC-455 Refine UX for patron notices - part 2 Draft
relates to UICIRC-418 New/Edit Patron notice policy: Inacti... Closed
Potential Workaround: Clarification provided in documentation, but this workaround would still leave the door open for possible configurations that do not work well together.
Epic Link: Patron Notices
Front End Estimate: Medium < 5 days
Front-End Confidence factor: Low
Back End Estimate: Large < 10 days
Development Team: Vega
Rank: Chalmers (Impl Aut 2019): R2
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: MO State (MVP June 2020): R4

 Description   

Description:

Notices can be sent in batch at a configured time period (typically overnight during off peak hours), at the end of a check-in or check-out session or at the (exact) time defined by the policy. We've been calling the last alternative "real-time" but that term has proven confusing to some users. It's been further complicated by the implementation of allowing FOLIO operators to include multiple loans/items on a notice template. Multiple loans/items cannot be included when a notice is sent in real time. Multiple loans/items and real-time sending options are mutually exclusive and yet they are defined in two different places. Multiple loans/item is included in a notice template and real-time is a option within the notice policy.

The following spreadsheet shows a long term plan for which notices need to be implemented to include multiple loans/item and which notices will need to be sent in real-time - https://docs.google.com/spreadsheets/d/1I8i1IUbuDz9XgBgSZ8xXmFymIQ9_R-Gc63I8RndEWiI/edit?usp=sharing.

An example of notices that might be sent both real-time and in batch depending on the loan type - short term or long term. For a long-term loan (days, weeks or months), notices would include multiple loans/items and sent during off-peak hours. For a short-term loan (minutely or hourly), notices would be sent in real time.

Proposed Implementations:

  • Replace the "real-time" checkbox with options (exact wording still to be fleshed out) that would be dependent on type of triggering event. For example, due date/time (used for courtesy and overdue notices) would allow a user to select either "real-time (multiple loans not included)" and "scheduled batch (with multiple loans)" for a field labeled "Process as." A check in or check out triggering event would not allow a user to select either of these options because they will always be processed by session and multiple loans/item would be included.
  • MOVED to UXPROD-2461 Notice templates that include multiple loans/items and use real-time should fail gracefully. The loop should just loop through the single loan/item.
  • MOVED to UXPROD-2461 Notice templates that include a single loan/item and are set to process in batch should also fail gracefully. We could either send individual notices for each loan in the queue and/or notify the library (FOLIO admin) that there's a potential configuration error. The risk in sending individual notices is that if a patron has 100 loans, they would receive 100 individual notices.


 Comments   
Comment by Siska [ 03/Mar/20 ]

Is this still scheduled for Q2?

Comment by Darcy Branchini [ 22/Apr/20 ]

Siska, I believe this is going to happen in Q3. I'm hoping to do the first story (part 1) ( UICIRC-454 Closed ) in Q2.

Generated at Fri Feb 09 00:22:10 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.