Managing Claims, Claim Responses, and Status Reports for Materials (UXPROD-1142)

[UXPROD-4134] Manage claiming letter template for use in claiming workflow Created: 17/Mar/23  Updated: 25/Jan/24

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: Trillium (R1 2025)
Parent: Managing Claims, Claim Responses, and Status Reports for Materials

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Unresolved Votes: 1
Labels: SolutionArchitecture, acquisitions, lc-priority4, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-1845 Claiming unreceived or unreceivable i... Analysis Complete
Release: Trillium (R1 2025)
Epic Link: Managing Claims, Claim Responses, and Status Reports for Materials
Front End Estimate: XXL < 30 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 20%
Back End Estimate: XXL < 30 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 20%
Development Team: Thunderjet
PO Rank: 116
Rank: Cornell (Full Sum 2021): R3

 Description   

Current situation or problem: Claim information must be sent to vendors from a given institution. Each institution will need to update the template to include an appropriate header and footer. Potentially even determine what order fields will be included in the letter

In scope

Allow for the creation of a single claiming template in settings

Allow this template to be used in claiming funcitonality defined by UXPROD-1845 Analysis Complete

Out of scope

Use case(s)

Library of Congress includes a specific heading in claim letters and orders that are sent in PDF form via email or otherwise.

Proposed solution/stories

Links to additional info

https://folio-org.atlassian.net/wiki/x/GhZU 

Questions



 Comments   
Comment by Dennis Bridges [ 20/Sep/23 ]

This feature has now been assigned to the Ramsons release as we intend to prioritize UXPROD-1845 Analysis Complete . By implementing that feature first users will be able to leverage the existing export functionality in receiving to produce the details of what needs to be claim with any given Vendor. This will also enable the possibility of a dashboard widgets for displaying pieces that require claiming, have been delayed, or are currently in the process of being claimed.

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