Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 1) (UXPROD-4049)

[UXPROD-4151] Manage Form type settings for multiple tenants at once Created: 22/Mar/23  Updated: 11/Dec/23

Status: In Refinement
Project: UX Product
Components: None
Affects versions: None
Fix versions: Trillium (R1 2025)
Parent: Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 1)

Type: New Feature Priority: P2
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: LC1, consortium-manager, ecs, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UICONSET-45 Edit consortium settings for Circulat... Open
is defined by UICONSET-22 Allow user to view and edit a specifi... Draft
is defined by UICONSET-121 Limit changes to form type settings t... Draft
is defined by UICONSET-122 Configure Inventory - HRID handling f... Draft
is defined by UICONSET-24 Allow user to save form and list-form... In Refinement
is defined by UICONSET-53 Settings view for user when not autho... In Refinement
is defined by UICONSET-120 Configure Inventory: Fast add for con... In Refinement
Duplicate
is duplicated by UXPROD-809 Network/central office systems staff ... Open
Release: Trillium (R1 2025)
Epic Link: Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 1)
Front End Estimate: XL < 15 days
Front End Estimator: Yury Saukou
Front-End Confidence factor: 80%
Back End Estimate: Large < 10 days
Back End Estimator: Serhii_Nosko
Back-End Confidence factor: 70%
Estimation Notes and Assumptions: Estimating based on a critical path that only includes 2 settings pages.
Development Team: Thunderjet
PO Rank: 137
Rank: Cornell (Full Sum 2021): R5

 Description   

Current situation or problem: Administrators are not able to manage configurations on behalf of multiple member libraries efficiently.

A form-type setting is a setting which an authorized staff user working within the central consortium tenant can configure within Consortium manager and then apply to one or more other tenants where that staff user has appropriate Settings permissions. Form-type settings are always considered local to a given tenant, and can be modified and/or deleted as any other setting or configuration piece. Form-type settings do not follow Sharing rules.

In scope

Create Consortia manager application

Allow users to identify which members they will be managing settings for

Allow user to manage (Identified) Form type settings area(s) on behalf of one or more members

Add the following settings areas of this type to the manager app: TBD

Out of scope

Managing other types of settings areas

Managing areas of this type that are not explicitly identified above

Sharing settings among all consortium members

Use case(s)

Inventory - Instances, Holdings, Items - Fast Add
Inventory - Instances, Holdings, Items - HRID handling
Orders - General - Opening purchase orders
Orders - PO number - Edit
Orders - Inventory interaction - Instance matching
Orders - Inventory interaction - Inventory interaction defaults
Orders - Inventory interaction - Instance status
Orders - Inventory interaction - Instance type
Orders - Inventory interaction - Loan type
Users - Custom fields

Links to additional info

see linked document for more details

Questions


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