Bulk Edit (UXPROD-868)

[UXPROD-3468] Bulk Edit - in app approach - user permissions Created: 31/Dec/21  Updated: 08/Aug/23

Status: In Refinement
Project: UX Product
Components: None
Affects versions: None
Fix versions: Umbrellaleaf (R2 2025)
Parent: Bulk Edit

Type: New Feature Priority: P2
Reporter: Magda Zacharska Assignee: Magda Zacharska
Resolution: Unresolved Votes: 0
Labels: LC6, consortia-ebsco, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MODBULKOPS-29 Bulk editing user permissions - savin... Open
is defined by MODBULKOPS-69 Bulk-Operations : Rules API - Get rul... Open
is defined by MODBULKOPS-70 User model extension for user permiss... Open
is defined by MODEXPW-379 Bulk-Operations Extend user json and ... Open
is defined by UIBULKED-236 Add user permissions option to Bulk ... Open
is defined by UIBULKED-237 Bulk editing user permissions - ident... Open
is defined by UIBULKED-239 User permissions - bulk edit form Open
is defined by UIBULKED-240 User permissions - Are you sure form Open
is defined by UIBULKED-323 Permissions for editing User-permissi... Open
is defined by UIBULKED-274 Create reusable permission-select com... Closed
Release: Sunflower (R3 2024)
Epic Link: Bulk Edit
Front End Estimate: XXL < 30 days
Front End Estimator: Vadym Shchekotilin
Front-End Confidence factor: 80%
Back End Estimate: XL < 15 days
Back End Estimator: Viachaslau Khandramai (Inactive)
Back-End Confidence factor: 80%
Development Team: Firebird
PO Rank: 0
Rank: Cornell (Full Sum 2021): R1

 Description   

Current situation or problem:
FOLIO does not support bulk edits of user permissions and all permission changes have to be done one by one. The Bulk Edit - csv approach that is a part of the Bulk Edit Pilot project does not seem to be well suited for this type of changes.

In scope

  1. Bulk edit of user permissions - remove assigned permission, add new permission.
  2. The process should be similar to editing user records
  3. While bulk editing record user can:
    1. Upload the list of identifiers for the record to be edited
    2. Preview affected records that match list of submitted identifiers
    3. Select multiple permissions to be added or removed
    4. Preview changes before they are committed
    5. See confirmation of the updated records
    6. See errors if any error occur
    7. Save in CSV format:
      1. matchiching records
      2. preview changes
      3. updated records
      4. errors

Out of scope
Bulk editing permission records itself
Query for records to be edited

Use case(s)
Have the ability to identify all student workers at a particular branch and remove their permissions at the end of the school year

More use cases: https://folio-org.atlassian.net/wiki/display/BULKEDIT/Bulk+Edit+Use+Cases

Links to additional info
Mockups: https://drive.google.com/drive/folders/1dTA6ybzkLqLJgG3ImEV-wASGWuiBT0OY



 Comments   
Comment by Magda Zacharska [ 08/May/23 ]

Moving LC1 label from epic to defining features with Caitlin Stewart permission.

Comment by Tim Auger [ 11/May/23 ]

Magda Zacharska Khalilah and I spoke about Volaris taking this on. Besides MOBBULKOPS-70, is there more to refine? Do we need to have it available in Quesnelia? Can we modify the dev team field to Volaris?

Generated at Fri Feb 09 00:32:14 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.