Loans (UXPROD-788)

[UXPROD-3906] Provide confirmation modal when anonymizing loans Created: 29/Nov/22  Updated: 08/Feb/24  Resolved: 04/May/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Poppy (R2 2023)
Parent: Loans

Type: New Feature Priority: TBD
Reporter: Erin Nettifee Assignee: Amelia Sutton
Resolution: Done Votes: 0
Labels: ui-only-candidate
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File image-2023-04-03-15-11-01-228.png     PNG File image-2023-04-03-15-12-40-656.png    
Issue links:
Defines
is defined by UIU-1631 Confirmation modal for manual anonymi... Closed
Release: Poppy (R2 2023)
Epic Link: Loans
Back End Estimate: Large < 10 days
Back-End Confidence factor: 80%
Development Team: Volaris
PO Rank: 0
Rank: Cornell (Full Sum 2021): R2

 Description   

Current situation or problem:

Currently, if a FOLIO staff user is viewing a patron's closed loans and has permissions to anonymize all loans, when they click the button anonymization happens immediately.

We need to insert a confirmation modal into this workflow so that staff have to confirm anonymization; this will reduce the potential for error. 

In scope

  • Inserting a modal into the anonymization process.

Out of scope

  • Any changes to back-end workflows.
  • Any changes to anonymization permissions

Use case(s)

  • A library staff member is reviewing a patron's closed loans. They are trying to export closed loans to CSV and accidentally click the button to Anonymize all loans instead. The pop-up confirmation modal allows them to catch their error and prevent it from going through.

Proposed solution/stories

  • UIU-1631 Closed - this was written by a PO who has left the project, but the story is complete.

Links to additional info

Questions



 Comments   
Comment by Erin Nettifee [ 29/Nov/22 ]

Stephanie Buck Tim Auger I'm doing some Jira review and this is something that is small and should be UI-only that I think could provide a lot of benefit. 

Since it's related to loans, I went ahead and put it in Vega's queue, but definitely feel free to change that ...

Comment by Tim Auger [ 29/Nov/22 ]

Thanks, Erin Nettifee. My understanding for confirmation in this context is that anonymization is not reversible. Is my assumption true?

Comment by Erin Nettifee [ 29/Nov/22 ]

Correct. The anonymization process removes the userId attribute from the loan record. There is no way to revert it.

Comment by Erin Nettifee [ 01/Feb/23 ]

Tim Auger is it possible to sneak this one into Poppy? It seems simple enough and it really is needed to prevent errors....

Comment by Irina Pokhylets [ 03/Apr/23 ]

Hi Erin Nettifee, could you please confirm?

1. Users can’t anonymize the closed loan with associated fees/fines ( CIRC-368 Closed , UIU-1083 Closed ). Is it a valid requirement and is there any other prevention (modal pop-ups) that we should consider?

2. In Circ settings we have options for automatic loan anonymization. How do they intersect with manual loan anonymization? For instance,

  • if ‘Anonymize closed loans’= Never. Can users manually anonymize the loan?
  • If ‘Anonymize closed loans with associated fees/fines’ = ‘2 Days after fee/fine closed’ Can users manually anonymize the loan if fee/fine for this loan is closed?

CC: Priyanka Terala 

Comment by Erin Nettifee [ 03/Apr/23 ]

Hmmm. Let me check with the other circ POs on this. The last work on anonymization was done quite a bit ago and I think I know how this is intended to work but I want to make sure I am not missing anything (as much as feasible.)

Comment by Erin Nettifee [ 11/Apr/23 ]

Circling back to this. The general agreement was that the settings for anonymization in Settings > Circulation > Loan history are only meant to be settings for automated loan anonymization and not for manual loan anonymization, which is only done user-by-user.

The net effect is that this means that if someone wants to anonymize a closed loan with fees/fines, they must do that with the automated process, and not with the manual one.

It's likely that we are at a point with anonymization that that should be looked at, but there is not a product owner for fees/fines or loan anonymization right now, and I hope that this feature work could still happen, even knowing that further development may be happening in the future. Tim Auger

Comment by Irina Pokhylets [ 12/Apr/23 ]

Erin Nettifee thanks a lot for the clarification!

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