Features that will be implemented to enhance FOLIO's ability to support consortia (Phase 2) (UXPROD-4485)

[UXPROD-4152] Manage list-form type settings for multiple tenants at once Created: 22/Mar/23  Updated: 25/Jan/24

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 2)

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

Attachments: PNG File 1-patron-notice-templates.png     PNG File 2-new-patron-notice-template.png     PNG File 3-save-selected-members.png     PNG File 4-confirm-member-libraries.png     PNG File 5-success (1).png     PNG File 6-share-to-all.png     PNG File 7-confirm-share-to-all.png     PNG File 8-success.png     PNG File closing-purchase-order-reasons-no-perms.png    
Issue links:
Cloners
is cloned by UXPROD-4153 Manage List type settings for multipl... Closed
Defines
is defined by UICONSET-46 View consortium-wide settings for Cir... Open
is defined by UICONSET-54 Create consortium-wide settings for C... Open
is defined by UICONSET-57 Edit Circulation - Patron notice temp... Open
is defined by UICONSET-62 Create Circulation - Patron notice te... Open
is defined by UICONSET-117 View consortium-wide settings for Cir... Open
is defined by UICONSET-118 Edit Circulation - Request policies i... Open
is defined by UICIRC-962 Prevent editing of shared settings fr... Closed
is defined by UICONSET-19 Allow user to share list and list-for... Closed
is defined by UICONSET-21 Prevent editing of Shared list or lis... Closed
is defined by UIIN-2482 Prevent editing of shared settings fr... Closed
is defined by UIU-2914 Prevent editing of shared settings fr... Closed
is defined by UICONSET-22 Allow user to view and edit a specifi... Draft
is defined by UICONSET-47 View available settings for list-form... Draft
is defined by UICONSET-48 Allow member institutions to duplicat... Draft
is defined by UICONSET-63 Consortium manager - Actions menu beh... Draft
is defined by UICONSET-24 Allow user to save form and list-form... In Refinement
is defined by UICONSET-52 Settings view for user when not autho... In Refinement
is defined by UICONSET-129 Create message for user when not uniq... 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 2)
Front End Estimate: XXL < 30 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: 138
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.

The list-form type setting allows consortia administrators to "push" select settings to all consortia members OR to create settings in select members. In the former case, the setting is not editable outside Consortium manager; in the latter case, the setting can be edited by any authorized staff member. List-form type settings consist of forms and drop-downs that can be assigned as consortium-wide defaults.

List-form type settings can generally be duplicated. Members should be able to duplicate list-form type templates as local templates, which can be edited and/or deleted, without impacting the consortium-owned template.

In scope

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

Allow user to share a configuration out from the Consortia tenant to ALL members as a consortium template

Allow a user to share a configuration out from the Consortia tenant to select members as a normal template

Allow a user to view a given tenant's configuration of a given setting to compare with other tenant configurations

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

Use case(s)

Circulation - General - Staff slips
Circulation - Patron notices - Patron notice templates
Circulation - Requests - Request policies
Orders - General - Order templates
Agreements - General - Display settings

Links to additional info

see linked document for more details

Questions


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