Invoicing functionality that FOLIO needs to stay competitive (UXPROD-3439)

[UXPROD-4042] Configurable digital record management Created: 07/Feb/23  Updated: 04/Jan/24

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: Umbrellaleaf (R2 2025)
Parent: Invoicing functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P2
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: LC4, acquisitions, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-4041 Record deletion workflow management -... Draft
Release: Umbrellaleaf (R2 2025)
Epic Link: Invoicing functionality that FOLIO needs to stay competitive
Front End Estimate: Medium < 5 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 20%
Back End Estimate: XL < 15 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 20%
Development Team: Thunderjet
PO Rank: 0

 Description   

Current situation or problem: System will manage many files over time. Some attachments are large and ultimately the system will bloat. Regulating bodies require certain standards be met regarding the management of digital files.

In scope

TBD

Out of scope

TBD

Use case(s)

  • After a certain number of years files should be archived. There are specific requirements for archiving digital files. In some cases they will be moved to a specific archiving system and can be purged from the ILS.

Proposed solution

TBD - Opportunity to automate the transfer of the files to another system (Digital record keeping system) at a certain interval. Allow users to customize the expiration date of files by "type" and assign a variety of actions on expiration.

Links to additional info

Questions



 Comments   
Comment by Dennis Bridges [ 08/Sep/23 ]

In recent discussion it has come into question wether this should be the responsibility of FOLIO be deferred to a file management system that is better equipped to manage it. If digital records are stored in a file manager and FOLIO only contains links to those documents FOLIO may only need to worry about cleaning up inactive links or something to that effect.

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