Ordering functionality that FOLIO needs to stay competitive (UXPROD-3440)

[UXPROD-4155] Organizations - Display a history of edits for Contact records Created: 24/Mar/23  Updated: 30/Nov/23

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

Type: New Feature Priority: P3
Reporter: Joseph Reimers Assignee: Joseph Reimers
Resolution: Unresolved Votes: 0
Labels: lc-priority6, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Continues
continues UXPROD-3457 Organizations - Display a history of ... Draft
Release: Umbrellaleaf (R2 2025)
Epic Link: Ordering functionality that FOLIO needs to stay competitive
Front End Estimate: Large < 10 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: 0
Rank: Cornell (Full Sum 2021): R3

 Description   

Current situation or problem:

Libraries need to keep track of changes to Organization records ( UXPROD-3457 Draft ), including Contact information. Contact records are distinct record types primarily accessible via Organizations and require distinct management.

In scope

Create a mechanism for tracking, displaying and highlighting changes to Contact records

Create a mechanism for retaining some contact information (such as Name) when a Contact is deleted.

Out of scope

Use case(s)

A library wants to know who negotiated their previous contract, but who is no longer listed as a contact person and who may have been deleted from FOLIO.

Proposed solution/stories

Links to additional info

Questions

Is there a need for a fully granular audit of contact information, or is it enough to track changes as they pertain to visibility to Organization records?


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