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| Workflow Name | Existing Documentation or link to FOLIO DOCS | Needs a writer | Apps | Could this be a flowchart? | |
|---|---|---|---|---|---|
| Viewing a patron's fee/fine history | |||||
| Waiving a fee/fine - full waive, partial waive | |||||
| Refunding a fee/fine - full waive, partial waive | |||||
| Accepting payment for a fee/fine - full/partial | Settings > Users > Fee/Fine |
| Expand | ||
|---|---|---|
| ||
Inventory (sent list to Jesse Lambertson 3-16-2021)
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| Workflow | Existing documentation or Docs Jira | Apps | Could this be represented in a flowchart? | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| How to request an item (place/process holds, pages, recalls) | https://docs.folio.org/docs/access/requests/requests/#creating-a-request | Requests | |||||||||
How requests work for on-campus versus remote storage | Requests, Inventory? | ||||||||||
| How to run a page report | https://docs.folio.org/docs/access/requests/requests/#generating-a-page-requests-csv-export https://docs.folio.org/docs/access/requests/requests/#printing-pick-slips | Requests | |||||||||
| How to change a request pickup location (including restrictions based on request status) |
| Requests | No | ||||||||
How to run a daily unfilled requests report | https://docs.folio.org/docs/access/requests/requests/#exporting-your-search-results-to-csv | Requests | |||||||||
| How to cancel a request | https://docs.folio.org/docs/access/requests/requests/#canceling-a-request | Requests | |||||||||
How to reorder a request queue | https://docs.folio.org/docs/access/requests/requests/#reordering-the-request-queue-for-an-item | Requests | |||||||||
| In-App reports - what's available, when you might run them, what's required | https://docs.folio.org/docs/access/requests/requests/#exporting-a-hold-shelf-clearance-report | Requests |
Check-In
| Workflow | Existing documentation or DOCS jira | Apps | Could this be a flowchart? | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
How anonymizing loans works if you do it in check in |
| ||||||||||
How checking in works for items with multiple pieces | |||||||||||
| How to backdate a check-in | https://docs.folio.org/docs/access/check-in/checkin/#checking-in-and-backdating-an-item | ||||||||||
In-App reports - what's available, when you might run them, what's required |
Check-Out
| Workflow | Existing Documentation or DOCS jira | Apps | Could this be a flowchart? |
|---|---|---|---|
| How to loan to someone who is borrowing as a proxy for another patron | https://docs.folio.org/docs/access/check-out/checkout/#checking-out-to-a-proxy-borrower | Checkout, Users | |
| How checkout works for items with multiple pieces | |||
| How to change a loan due date | https://docs.folio.org/docs/access/check-out/checkout/#changing-the-due-date-of-an-item | ||
| How to override patron blocks | |||
| How to override item blocks | |||
In-App reports - what's available, when you might run them, what's required |
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| Workflow name/description | Existing documentation or DOCS Jira | Needs a writer? | Apps | Could this be represented graphically / through flowchart? |
|---|---|---|---|---|
| Tags - how they work, plans for future development, suggestions for scenarios where they would be helpful | Settings, any app that has installed tags (many) | |||
| How to create permission sets | Settings | |||
Calendars - how to set up dates / times, how exceptions work | Google Doc - Settings > Calendar | Settings | ||
| Configuring Settings for Remote Storage | Settings | |||
Things to consider when deciding how to write circulation rules
| ||||
What happens w/circulation rules and policies if you change item information after an item is loaned (e.g., change a loan type for an item that is checked out) | https://docs.google.com/document/d/1-X4nnInZ26WlG6O6jiTp2aM5-US0rjM9X7tHTpQrkLQ/edit?usp=sharing | Yes | ||
What happens if/when you delete a circulation rule? | https://docs.google.com/document/d/195f5vHKtbDS2-WqPK0us5li8V7CMsGCRE_T-CZiO2lI/edit?usp=sharing | Yes | ||
What happens if/when you delete a policy - loan, request, notice, lost items, overdue policies? | https://docs.google.com/document/d/195f5vHKtbDS2-WqPK0us5li8V7CMsGCRE_T-CZiO2lI/edit?usp=sharing | Yes | ||
| What areas in Settings should RA SMEs care about? E.g., material types and loan types in inventory, patron groups in Users, fee/fines in Users | https://docs.google.com/document/d/1g1-RcVYu2WFmxCn0AMPxFQdXRJE4H6rEM3y7W1iai-Q/edit?usp=sharing | Yes | Settings | |
| Is there a recommended sequence in configuring circulation in FOLIO? E.g., what goes first? Examples from institutions on how they did their configurations | https://docs.google.com/document/d/1HhKi-r01KYwCNLrPgmCGwVTEbwu7a0J8oqBbACcmOVQ/edit?usp=sharing | Yes | Settings | |
| Configuring settings for Fees and Fines - owners, manual charges, waive reasons, refund reasons, comment required, transfer accounts | Settings - Users - Fee/Fine Comment Required Settings - Users - Fee/fine Manual Charges Settings - Users - Fee/fine owners Settings - Users - Fee/fine Waive Reasons Settings - Users - Payment Methods Settings - Users - Refund reasons Settings - Users - Transfer Accounts | Yes | Settings |
Behind The Scenes Stuff To Know / Tips for Implementation
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