Allow for the creation and management of organization records (UXPROD-1139)

[UXPROD-2447] Enhance note functionality for Organizations app Created: 01/Jun/20  Updated: 06/Jan/21  Resolved: 20/Nov/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2020
Parent: Allow for the creation and management of organization records

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, organizations
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Org note open.png    
Issue links:
Defines
is defined by UIORGS-184 Ability to use notes with organizatio... Closed
Relates
relates to UXPROD-2387 Notes helper app enhancements Closed
Epic Link: Allow for the creation and management of organization records
Front End Estimate: Medium < 5 days
Back End Estimate: Medium < 5 days
Development Team: Thunderjet
Report Functional Area(s):
Resource Management
PO Rank: 31.2
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R4
Rank: hbz (TBD): R4
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

Problem: For our vendor data migration we have a general notes field in our current ILS that doesn't map well to any of the notes available in the various subsections of the organization record

Use cases (These notes cover the following scenarios)

  • Migrating information from the current system and need somewhere to capture additional information so it won't be lost
  • Capturing communication and other activity the relates to this libraries interactions with this organization

Proposed approach:
Include the same notes functionality that is use on many other FOLIO records. Including Users

  • This would allow users to record different types of notes for a given organization record


 Comments   
Comment by Khalilah Gambrell [ 25/Jun/20 ]

Hey Dennis Bridges, I linked this feature to this one.

Comment by Dennis Bridges [ 20/Nov/20 ]

This work was able to be completed in Q3 2020.

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