Item states (status) (UXPROD-1321)

[UXPROD-2890] Allow tenants to define default item status, when creating a new item record in Inventory or Fast Add Created: 02/Feb/21  Updated: 06/Dec/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: TBD
Parent: Item states (status)

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Ryan Taylor
Resolution: Unresolved Votes: 0
Labels: epam-folijet, inventory
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
defines UXPROD-785 Inventory In Progress
is defined by UIIN-2281 Create a page in Inventory Settings t... Draft
Release: Not Scheduled
Epic Link: Item states (status)
Development Team: Folijet
Kiwi Planning Points (DO NOT CHANGE): 6
PO Rank: 40
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R2
Rank: GBV (MVP Sum 2020): R3
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R3
Rank: U of AL (MVP Oct 2020): R3

 Description   

Current situation or problem:
When adding a new item record in Inventory, whether by selecting New or Clone, then the default Item status is set to be Available. uChicago and other libraries have raise concerns, and would like to have the option for each tenant to define the default item status, e.g. In process.

In scope

  • Allow tenants to define the default item status when adding a new item record through the Inventory UI
  • Allow tenants to define the default item status when adding a new item record through the Fast Add workflow (which can be encountered in Inventory, Check out, and Courses)
  • Add a Settings page in Inventory where the tenant can specify the default value for each app (which may be different).
  • Creation of appropriate permission controls for that Settings page.

Out of scope

  • Changing the default item status of an item created through the Orders app - that continues to be On order, changes to that behavior should be part of a separate feature
  • Changes in Data Import - DI already allows the selection of a specific item status when creating new item records, including options other than Available.

Use case(s)

  • A staff user needs to create items that are not available just yet, because they are in technical services and need to get sent somewhere to get shelved.

Proposed solution/stories

  • An initial approach is simply to configure a default value in Settings.
  • If this work is done after custom item states, then the way the UX for the settings works may need to change. It's unclear if that will happen or when that work or this work could be done.

Links to additional info

Questions

  • There is a case to add additional functionality through something like a drop-down where if you are creating a new item, you could choose one of several values, with one value selected as a default value that is used if you don't change the menu to something else. But arguably that should be a separate feature after this one is implemented.


 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 06/Dec/23 ]

Moved from Prokopovych backlog to Folijet Backlog cc: Ryan Taylor

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