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Table of Contents

Problem(s):

  1. Identify the status of all related orders for a specific title requires too many clicks if user needs to navigate to Holdings

  2. Identifying what other users/units have order the instance already.

Use Cases & Requirements:

RequirementStatusUse cases

Include a column for Order status

Include a column for Location

Status
colourYellowGreen
titlePendingverified

  • Being able to quickly identify the status of pending, open or closed orders for a specific title and also to see what location they relate to. This would allow user to quickly see if someone else is already planning to order, has ordered, or is waiting for an order to be filled for this title.
Include a column for Acquisition unit

Status
colourYellowGreen
titlePendingVERIFIED

  • For libraries that leverage acquisition units it would be ideal to see that data on the instance with order info. Making it clear whether other institutions in the system have already ordered something.
POL number is hyperlink. Clicking it takes user to the POL  view in the orders tab of the orders application

Status
colourYellowGreen
titlePendingVERIFIED

  • Important to show POL number as a hyperlink so it is easy to retrieve more information if user has permission to

Include column for Date ordered

Include column for Order type

Include column for Receipt date

Status
colour

Yellow

Green
title

Pending

VERIFIED

  • Need to be able to identify when the order was sent, what type of order it is and what the receipt status is. 


Proposed workflow:

  •   Display Acquisition accordion on Instance record

Questions for Users:

Question

Status

Conclusion

Comments


Status
colourBlue
titleopen








Questions for Vendors:

Question

Status

Conclusion

Comments


Status
colourGreen
titleCLOSED



Questions for Developers:

Question

Status

Conclusion

Comments


Status
colourBlue
titleOpen



Work Breakdown Structure:

Features:

Jira Legacy
serverSystem Jira
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-3344

Jira Legacy
serverSystem Jira
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-1995



UI Stories

MOD Stories