Patron Notices (UXPROD-18)

[UXPROD-3937] Send patron notices to the proxy who checked out the item or requested the item Created: 21/Dec/22  Updated: 30/Nov/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Patron Notices

Type: New Feature Priority: P3
Reporter: julie.bickle Assignee: julie.bickle
Resolution: Unresolved Votes: 0
Labels: notice_other, patron_notice
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: JPEG File Snapshot_Users_Proxy.JPG    
Issue links:
Blocks
blocks UIU-2676 Notifications sent to = Proxy is show... Blocked
blocks UIU-2715 IF 2 sponsors or proxies selected at ... Blocked
Defines
defines CIRC-1691 Send immediate notices to the proxy w... Open
defines CIRC-1692 Send scheduled notices to the proxy w... Open
is defined by CIRC-1600 Email notices do not get sent to prox... Closed
is defined by CIRC-1594 Notifications are sent to sponsor whe... Closed
Release: Not Scheduled
Epic Link: Patron Notices
Back End Estimate: XXL < 30 days
Development Team: Volaris
Report Functional Area(s):
Resource Access
PO Rank: 0
Rank: Cornell (Full Sum 2021): R3

 Description   

Current situation or problem:
Patron notices can only be sent to the patron of the loan (and any related fee/fines), or request. This means that notices can only be sent to the sponsor.

However, in ther Users UI, you can also select to send the notices to the proxy. The seems to be no business logic built for this; the purpose of this feature is to address that.

In scope:

  • Sending notices, that would have gone to the sponsor anyway, to the proxy instead, if such has been configured in the UI settings.{}

Out of scope: 

  • Sending different templates to the proxy, than would have been sent to the sponsor.
  • Different content of the tokens, because the notice is being sent to the proxy.

Use case(s):

As the assistant of a professor,
I want to receive the notices that get generated for the item I loaned in the name of the prof (i.e. as her proxy),
So that the prof doesn't get this notices.

 

Proposed solution/stories:

  • Fix the UI: UIU-2676 Blocked
  • Send immediate notices to the proxy: CIRC-1691
  • Send scheduled notices to the proxy: CIRC-1692

Links to additional info: 

  • The three stories I found that mention "Notifications sent to": MODUSERS-68 , UIU-181 , UIU-199 . 

Questions: Julie put this ticket in Draft until the below questions are answered:

  • For the SIG: For scheduled notices: Should the notice be linked to the recepient (i.e. proxy) immediately when the notice is created? Or should the recipient be determined just before sending the notice, in case the proxy-sponsor relationship changes after the scheduled notice is created?
  • For the SIG: This setting affects ALL notices tied to that loan or request, i.e. loan, requests and fee/fine notices. Is this ok?
  • For the dev team: What User barcode appears in the Circ log? I assume the User barcode of the Sponsor, i.e. the patron in whose name the loan or request was made.
  • For the SIG: When looking in the circ log: Do you need to know that this notice was sent to the proxy, rather than to the sponsor? 

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