Organizations (Vendor) management functionality that FOLIO needs to stay competitive (UXPROD-3441)

[UXPROD-2553] Add a configurable 'Organization type' field to organization record Created: 23/Jun/20  Updated: 19/Sep/22  Resolved: 19/Sep/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Morning Glory (R2 2022)
Parent: Organizations (Vendor) management functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P4
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, communitycontrib, organizations
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Org filter - Type.png     PNG File Screen Shot 2020-09-25 at 9.03.54 AM.png     PNG File Screen Shot 2020-09-25 at 9.07.38 AM.png     PNG File Screen Shot 2020-09-25 at 9.12.09 AM.png    
Issue links:
Defines
is defined by UIOR-893 Add organizations "Type" to order csv... Closed
is defined by UIORGS-283 Create area Settings->Organizations->... Closed
is defined by UIORGS-284 Restrict deletion of Types in settings Closed
is defined by UIORGS-285 Select Type from controlled vocabular... Closed
is defined by UIORGS-286 Filter organizations by Type Closed
is defined by MODORGSTOR-121 Create Organization type schema and API Closed
Release: Morning Glory (R2 2022)
Epic Link: Organizations (Vendor) management functionality that FOLIO needs to stay competitive
Front-End Confidence factor: Medium
Development Team: Leipzig
Kiwi Planning Points (DO NOT CHANGE): 5
PO Rank: 20
Rank: Chalmers (Impl Aut 2019): R4
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): R1
Rank: hbz (TBD): R1
Rank: Leipzig (ERM Aut 2019): R1
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R3
Rank: U of AL (MVP Oct 2020): R4

 Description   

Purpose:

Allow users to organize and filter organizations by type, such that organizations can be group and sorted by a controlled list of possibilities.

Note not all types would be organizations we order from.

Use case:

  • Administrator would want to run a report on how much was ordered from a certain type of organization
  • Administrator would like to identify certain organizations as performing certain functions
  • Administrator would add multiple types to a single organization to indicate that they are both a material supplier and access provider etc.

Requirements:

  • Allow the user to add, edit and delete values from the list of "Organization types" in the organization module settings
  • You should not be able to remove a value that is in use by one or more organizations
  • Order export includes "organization type" value
  • Each Organization can be assigned more than one type
  • Should Not be a required field
  • Should always be editable
  • Should be an alphanumeric value?
  • User can filter organization records by type

Documentation:

See https://miro.com/app/board/uXjVOUIKiDk=/?invite_link_id=752848231900 for workflow and design details

See list of example types provided by GBV - https://docs.google.com/spreadsheets/d/1KYn9xswHbFDVikjrhpUTMhn_mH68yse6d3PXngQqOvU/edit#gid=0



 Comments   
Comment by Björn Muschall [ 12/Jan/22 ]

Dennis Bridges The status of this feature is "blocked". Can you say what the blocking dependency is? Thanks

Comment by Dennis Bridges [ 12/Jan/22 ]

Björn Muschall I believe the status was change to blocked based on the discussion around implementing custom fields. However, I don't see any reason to keep this in the blocked state so I will change this to In refinement so that it can wait in the queue of features the dev team needs to review.

Comment by Dennis Bridges [ 25/Jan/22 ]

Discussed with Leipzig team and they will pickup as much of this feature as they can for Morning Glory. For now the feature will remain assigned to Thunderjet and Dennis so they now they need to test etc.

Comment by Khalilah Gambrell [ 19/Sep/22 ]

Hey Annika Schröer  and Dennis Bridges , can this feature be closed? 

Comment by Dennis Bridges [ 19/Sep/22 ]

All issue tested and resolved.

Generated at Fri Feb 09 00:24:55 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.