CRUD for Teams and addition of teams assignment to objects in various FOLIO apps (UXPROD-1147)

[UXPROD-979] Ability to create Teams (acquisitions units) and assign users, orders, organizations, invoices and funds to them. Created: 27/Jun/18  Updated: 08/Jul/21  Resolved: 19/Sep/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2019
Parent: CRUD for Teams and addition of teams assignment to objects in various FOLIO apps

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, cap-mvp, crossrmapps, finances, orders
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Screen Shot 2019-03-11 at 1.10.24 PM.png     PNG File Screen Shot 2019-03-11 at 1.10.44 PM.png     PNG File Screen Shot 2019-03-11 at 1.11.00 PM.png    
Issue links:
Cloners
is cloned by UXPROD-1781 Ability to create Teams for the Inven... Draft
Defines
defines UXPROD-1147 CRUD for Teams and addition of teams ... In Progress
Gantt End to Start
has to be done after MODFISTO-14 Remove fund.acquisitionsUnit Closed
has to be done after MODINVOICE-74 Transpose invoice acquisitions-units ... Closed
has to be done after MODINVOSTO-22 Remove invoice.acquisitionsUnit Closed
Relates
relates to UIAC-7 Update wording and check boxes for Ac... Closed
relates to MODINVOICE-68 Implement basic CRUD for /invoice/acq... Closed
relates to MODINVOICE-73 Implement basic CRUD for /voucher/acq... Closed
relates to MODINVOSTO-26 Implement basic CRUD for /invoice-sto... Closed
relates to MODINVOSTO-29 Clean-up - Implement basic CRUD for /... Closed
relates to MODINVOSTO-35 Cleanup acquisition-units-assignments... Closed
relates to MODORDERS-249 Implement basic CRUD for /acquisition... Closed
relates to MODORDERS-250 Implement basic CRUD for /acquisition... Closed
relates to MODORDERS-266 Implement basic CRUD for /orders/acqu... Closed
relates to MODORDERS-293 Acquisition units - soft delete Closed
relates to MODORDSTOR-82 Implement basic CRUD for /acquisition... Closed
relates to MODORDSTOR-83 Implement basic CRUD for /acquisition... Closed
relates to MODORDSTOR-92 Implement basic CRUD for /orders-stor... Closed
relates to MODORDSTOR-100 Acquisitions unit names should be unique Closed
relates to UIAC-1 Create "Acquisition units" area in se... Closed
relates to UIAC-2 View, create, edit and delete "Acquis... Closed
relates to UIAC-3 Assign and unassigned users to Acquis... Closed
relates to UXPROD-1687 Manage users ability to view and work... Closed
relates to MODINVOICE-85 Cleanup acquisition-units-assignments... Closed
relates to MODORDSTOR-102 Remove foreign key constraint on acqu... Closed
Epic Link: CRUD for Teams and addition of teams assignment to objects in various FOLIO apps
Analysis Estimate: Medium < 5 days
Front End Estimate: Large < 10 days
Front-End Confidence factor: Medium
Back End Estimate: Large < 10 days
Development Team: Thunderjet
PO Rank: 96.5
Rank: Chalmers (Impl Aut 2019): R1
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R5
Rank: 5Colleges (Full Jul 2021): R1
Rank: 5Colleges (ERM Jun 2020): R1
Rank: FLO (MVP Sum 2020): R5
Rank: GBV (MVP Sum 2020): R1
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R2
Rank: Leipzig (Full TBD): R1
Rank: Leipzig (ERM Aut 2019): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R1

 Description   

Purpose: Users need the ability to create purchase orders that are the domain of a certain acquisitions unit (team). Funds should also be relatable to acquisitions units (Teams). Members of these units would be able to use funds and work with orders relating to units they belong to.

High-Level Requirements:

  • Create multiple teams
  • Ability to assign users to more than one teams
  • Ability to assign users to teams
  • Ability to assign Purchase Orders to teams
  • Ability to assign Funds to teams
  • Ability to assign invoices to teams
  • Ability to assign Vendor Accounts to teams

When a record (Eg. Fund) is assigned to an acquisitions unit (team) a user should need to be a member of that unit in order to exercise their permissions for it.



 Comments   
Comment by Anya [ 29/Mar/19 ]

Comment from March Meeting : This is NEEDED for ACQ!!!

Comment by Ann-Marie Breaux (Inactive) [ 09/May/19 ]

Changed Chalmers rank to go-live; they need it for orders, but not finance/invoices

Comment by Ann-Marie Breaux (Inactive) [ 01/Jul/19 ]

Hi Karen Newbery just saw that you changed this to not needed for Duke, and wanted to re-confirm. I used to be the YBP rep for Duke, and they needed very definitely separations of permissions for who could create/finalize orders, invoices, funds for different libraries, such as Main, Law, Medical. Is that not the case any more? If that is still needed, Acquisitions units/Teams are the mechanism to keep Law from being able to spend Med's money, or for Med to create orders for Law.

Comment by Dennis Bridges [ 19/Sep/19 ]

All associated stories resolved

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