Users App (UXPROD-784)

[UXPROD-2814] Notes pop up at check out or on the user record that give staff information about the patron Created: 12/Nov/20  Updated: 15/Nov/21  Resolved: 08/Jun/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R2 2021
Parent: Users App

Type: New Feature Priority: P3
Reporter: patty.wanninger Assignee: Khalilah Gambrell
Resolution: Done Votes: 0
Labels: delegate_candidate, ui-only, usermanagement, users
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File image-2021-03-04-17-54-30-568.png    
Issue links:
Cloners
is cloned by UXPROD-3415 Notes pop with user information at ch... Open
Defines
is defined by STSMACOM-605 Users/pop-up note: Add Users pop-up a... Open
is defined by STSMACOM-515 Users/Checkout pop-up note: Change lo... Closed
Relates
relates to MODNOTES-164 SPIKE: Store pop-up notes values Closed
relates to MODNOTES-165 Extend note schema to add additional ... Closed
relates to STSMACOM-489 Users | Create/Edit Note | Add a new ... Closed
relates to STSMACOM-509 Support showing note pop-up for Check... Closed
relates to UICHKOUT-685 Support showing note pop-up for Check... Closed
relates to UIU-2008 Support showing note pop-up for Users... Closed
relates to UIU-2155 Users | Create/Edit Note | Add a new ... Closed
Epic Link: Users App
Analysis Estimate: Small < 3 days
Front End Estimate: Medium < 5 days
Back End Estimate: Small < 3 days
Development Team: Spitfire
Kiwi Planning Points (DO NOT CHANGE): 41
PO Rank: 0
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R3
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R3
Rank: GBV (MVP Sum 2020): R4
Rank: Leipzig (Full TBD): R2
Rank: MTSU: R2
Rank: MI State-Lib of MI (Sum 2021): R2
Rank: MO State (MVP June 2020): R2
Rank: U of AL (MVP Oct 2020): R1

 Description   

Summary: As a library staff member, there is information related to a patron I want to see before I check out or do other services for a patron.

One use case for this is that a library requires a student to sign a form before borrowing a laptop. The fact that they have signed this agreement is recorded in a note. This note has to pop up when the patron's card is scanned at check out in case they are checking out a laptop.



 Comments   
Comment by Erin Nettifee [ 16/Nov/20 ]

We would want this kind of note to be tie-able to a service point.

E.g., if you borrowed a laptop from Undergraduate Library, and then came to Science Library, you don't want the popup about the undergraduate laptop to appear for staff who don't know anything to do about it.

Interested parties: Andrea Loigman

Comment by patty.wanninger [ 16/Nov/20 ]

@khalilah is this a duplicate of your notes feature https://folio-org.atlassian.net/browse/UXPROD-2625?

Comment by patty.wanninger [ 24/Feb/21 ]

Khalilah Gambrell What is the status of this ticket? The User Management SIG is very interested in this functionality.

Comment by Khalilah Gambrell [ 25/Feb/21 ]

patty.wanninger, can you review the requirements and acceptance criteria for the following stories ? Based on your feedback, I will have a team review these requirements and we will determine which team should be assigned this work. 

Comment by patty.wanninger [ 04/Mar/21 ]

The UM sig wants to be sure that editing the requires a permission. They prefer not to have the right hand button say "Close and do not show again." They would prefer the right hand button to say OK, as that will be the common response since most people will not have the notes edit permission. On the left, they would like Delete instead of cancel, which would actually delete the note, and could only be done by someone with the notes edit permission.

This is because they don't want students permanently removing the pop-up from notes that they want to show every time, such as "Has signed laptop agreement." The temp notes about umbrellas will have to be scanned periodically by a supervisor.

Comment by patty.wanninger [ 04/Mar/21 ]

Could adding a circ note be added to the circ log, as far a you know? Stephanie Buck

Comment by Khalilah Gambrell [ 04/Mar/21 ]

Thanks Patty.

  1. Does the UM SIG want confirmation that Editing is required to be able to no longer have the note display as a pop-up?
  2. We had no plans to implement a Delete note capability on the modal so I will need to discuss with the team. Notes has a separate permission for Delete so only folks with the Delete permission would be able to Delete the note. Can you provide more details as to the need to Delete the note rather than dismiss the note from displaying as a pop-up?
  3. How should we handle the scenario where the staff wants to maintain the pop-up note?
Comment by patty.wanninger [ 04/Mar/21 ]

Comment by patty.wanninger [ 04/Mar/21 ]
  1. yes, they want to confirm that the notes edit permission would be required for any action, even if it's just "Close and don't show again."
  2. I remember now we had talked about not actually deleting from the pop-up modal and we had discussed a work around but the requirement came up again in discussion. If Delete is not possible, the "Close and don't show again" box on the left would be acceptable, again with edit permission. The right side OK would just close the modal. You would want to be able to delete a note considered temporary - such as "Pietro's laptop is in Lost and Found" - once you give it back to him you could just delete the note. 
  3. Maintaining the pop-up just requires a click through the "OK" button to clear the modal message but not stop it from popping up next time.
  4. The modal would only pop up once in a session, right?
Comment by Brooks Travis [ 08/Mar/21 ]

Some discussion in RA SIG today, from the german libraries, about also displaying notes (or a link with a count of notes) on the borrower info pane. Could possibly be an additional extension/flag on the note. Eg. Not all notes for display in checkout need to be modal popups. I can elaborate at our next UM SIG meeting.

Comment by Khalilah Gambrell [ 08/Mar/21 ]

Brooks Travis and patty.wanninger, I see the request for a link to notes or displaying the notes accordion different from this feature. I do not think additional backend development is needed for a link to notes OR notes accordion. From what I understand, this feature supports the need to show a note as a pop-up that is more of a FYI upon checkout. Am I incorrect?

Comment by patty.wanninger [ 13/Mar/21 ]

That is correct, Khalilah. There is some discussion about how to resolve the "Popping up" part of the note, which is detailed in the notes from MArch 4 above.

Comment by Khalilah Gambrell [ 18/Mar/21 ]

patty.wanninger, is the following scenario valid? You do not want the note to pop-up again AND you do not want the note deleted.

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