Loans (UXPROD-788)

[UXPROD-239] Loans: Policy Overrides (Q1 2019 work) Created: 21/Feb/18  Updated: 16/Sep/20  Resolved: 21/Mar/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q1 2019
Parent: Loans

Type: New Feature Priority: P2
Reporter: Cate Boerema (Inactive) Assignee: Emma Boettcher
Resolution: Done Votes: 0
Labels: loans, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-238 Loans: Permissions (Simple) Closed
is cloned by UXPROD-1609 Loans: Policy Overrides - override no... Closed
is cloned by UXPROD-1245 Loans: One-time escalation of a user'... Draft
Relates
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 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 UXPROD-238 Loans: Permissions (Simple) Closed
relates to UXPROD-1251 Loans: Permissions (Advanced) Closed
relates to FOLIO-1332 SPIKE: Design/Discuss Overrides Closed
Epic Link: Loans
Analysis Estimate: Medium < 5 days
Analysis Estimator: Emma Boettcher
Front End Estimate: Medium < 5 days
Back End Estimate: Medium < 5 days
Development Team: Vega
Rank: Chalmers (Impl Aut 2019): R1
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Policy overrides for loans and Check out app:

  • Override failed renewal
  • Override loan policy that says the item is non-circulating (checkout non-circulating item)

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 Cate Boerema (Inactive) [ 23/Oct/18 ]

Emma Boettcher. Per discussion with Jakub Skoczen, we'd like to see if we can offload this feature to the Vega team. I will spin up a Slack chat with you, me and Khalilah to see if this makes sense.

Comment by Cate Boerema (Inactive) [ 05/Dec/18 ]

Per discussion with Kostyantyn Khodarev, Vega will finish this prior to the start of the Q1 development period. However, since it didn't get completed prior to Feature freeze for Q4, we do need to change the fix version to Q1 2019. I will also tag it with Q4-2018pFF (for Q4 post-feature freeze).

I will make sure the cap plan is not drawing time for this feature in Q1.

Let me know if this doesn't make sense!

Oh, and Emma Boettcher, since this is moving out of the Q4 release, could you please make a note in the Weekly Status Report? Thank you!

Comment by Cate Boerema (Inactive) [ 04/Jan/19 ]

Per Khalilah, this is not tracking to be complete prior to the start of Q1 after all. I am removing the Q4-2018pFF and pulling down the full estimates from the Vega team in the cap plan.

Comment by Khalilah Gambrell [ 13/Feb/19 ]

Emma Boettcher, are the additional user stories you added A MUST BE DONE for Q1?

Comment by Emma Boettcher [ 14/Feb/19 ]

Khalilah Gambrell They're things Chalmers has prioritized highly, so I'd like to see them done sooner rather than later. But is that feasible, given the other stories Vega is working on?

Comment by Cate Boerema (Inactive) [ 20/Mar/19 ]

Hi Emma Boettcher. Sounds like there will be spillover for this feature into Q2. It would be great if you could create the split feature, tag it for Q2 and get the remaining work estimated. Thanks much!

Comment by Khalilah Gambrell [ 21/Mar/19 ]

Q2 2019 carryover work will be tracked with UXPROD-1609 Closed .

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