Users App (UXPROD-784)

[UXPROD-2389] Create Default Expiration dates based on table or patron type Created: 21/Apr/20  Updated: 13/Jan/22  Resolved: 26/Feb/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R1 2021
Parent: Users App

Type: New Feature Priority: TBD
Reporter: patty.wanninger Assignee: Annika Schröer
Resolution: Done Votes: 0
Labels: round_iv, user
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UIU-2058 Rewording for text on expiration date... Closed
is defined by UIU-1907 Populate expiration date based on pre... Closed
is defined by UIU-1908 Pre-define expiration date offset for... Closed
is defined by UIU-1951 Validate value for expiration date of... Closed
is defined by UIU-2046 Calculate new exp. date not only from... Closed
Relates
relates to UIU-2498 Incorrect default expiration date for... Closed
Epic Link: Users App
Development Team: Leipzig
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R4
Rank: GBV (MVP Sum 2020): R1
Rank: Grand Valley (Full Sum 2021): R4
Rank: hbz (TBD): R4
Rank: Leipzig (Full TBD): R1
Rank: Mainz (Full TBD): R1
Rank: MO State (MVP June 2020): R3
Rank: TAMU (MVP Jan 2021): R4

 Description   

Depending on a setting,
A library staff person entering a new patron record wants the system expiration date to be automatically populated based on the patron group. A table in settings is referenced for the expiration dates.
or
the staff person wants the dates to be defaulted to a simple date set in settings,, i.e., +2 years, which can be overwritten when creating the new record if necessary.

Feedback from SIG discussion from 3 Feb 2021:
IF the exp date is in the past THEN calculation from today, IF exp date is in the future or today THEN calculation from given exp date



 Comments   
Comment by Björn Muschall [ 18/Sep/20 ]

I suggest a button like "Re-registration", which can be used to reactivate the patron if inactive. The expiration date should then be populated automatically based on settings/patron group as described above.

Comment by Annika Schröer [ 06/Oct/20 ]

Moved to Leipzig for development, as discussed with patty.wanningerninger].

Comment by Uschi Klute [ 18/Nov/21 ]

Test in Snapshot/Juniper:

Case 1: new User
expiration date = today + expiration period

Case 2/3: set inactive / set active
expiration date does not change

Case 4: Change Patron group
expiration date = current expiration date + expiration period
should be like new user: expiration date = today + expiration period

Case 5: Click Re-set
expiration date = current expiration date + expiration period

 

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