Fees/Fines (UXPROD-792)

[UXPROD-2269] Allow for Manual Patron Block description, action and patron message settings Created: 14/Feb/20  Updated: 16/Sep/21  Resolved: 02/Mar/21

Status: Closed
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: R1 2021
Parent: Fees/Fines

Type: New Feature Priority: TBD
Reporter: Holly Mistlebauer Assignee: Annika Schröer
Resolution: Done Votes: 0
Labels: feesfines, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File 1_No_Preset_default.png     PNG File 2_Open_presets_menu.png     PNG File 3_Preset_chosen.png     PNG File 4_Settings_manual_presets.png     JPEG File Block-Settings.JPG     JPEG File Creating-Block.JPG    
Issue links:
Defines
is defined by UIU-1909 Create patron block templates in sett... Closed
is defined by UIU-1910 Use patron block templates to populat... Closed
is defined by UIU-1911 Add optional field "block code" to pa... Closed
is defined by UX-396 Create mock-ups for new manual patron... Closed
Relates
relates to UXPROD-2270 Future Patron Blocks: Add member self... Draft
Epic Link: Fees/Fines
Development Team: Leipzig
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R2
Rank: hbz (TBD): R2
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R2

 Description   

In 2019 Chalmers (Lisa) asked to have a table available for selecting Descriptions when creating Manual Patron Blocks. Many times they are doing the same block over and over. They also want to be able to create Descriptions on-the-fly as FOLIO allows today. (Holly thought she already created a UXPROD for this new feature but was unable to find it. If you find it, please link it to this issue.)

On February 13, 2020 Bjorn did a presentation to the Resource Access SIG (https://docs.google.com/presentation/d/1UVV74B6DUnlPnIlqHnQLcMy_KbtrJ1g9FhS2heOpwu4/edit?usp=sharing) asking for the same thing, but taking it a step further to request that Message to Patron and Block Actions be associated with the set Descriptions and populated when the Description is chosen. Attachment Block-Settings.JPG shows how the blocks could be set up and attachment Creating-Block.JPG shows how they could be used. We would, of course, have to make this continue to work for people who do not want to use table or who want to use both.

(Bjorn also asked for additional blocking actions, which are in UXPROD-2270 Draft .)



 Comments   
Comment by Annika Schröer [ 18/Sep/20 ]

I created and attached some more mockups to be discussed with Holly Mistlebauer

Comment by Annika Schröer [ 06/Oct/20 ]

Moved to Leipzig for development, as discussed with Holly Mistlebauer].
(Development will only start after Jira has been discussed with the SIG, moved now for better planning.)

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