Loans
(UXPROD-788)
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| 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: |
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| 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 |
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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
Out of scope
Use case(s)
Proposed solution/stories
Links to additional info Questions |
| Comments |
| Comment by Erin Nettifee [ 29/Nov/22 ] |
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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 ] |
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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 ] |
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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 ] |
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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 ] |
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Hi Erin Nettifee, could you please confirm? 1. Users can’t anonymize the closed loan with associated fees/fines (
2. In Circ settings we have options for automatic loan anonymization. How do they intersect with manual loan anonymization? For instance,
CC: Priyanka Terala |
| Comment by Erin Nettifee [ 03/Apr/23 ] |
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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 ] |
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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 ] |
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Erin Nettifee thanks a lot for the clarification! |