Versions Compared

Old Version 3

changes.mady.by.user Ryan Taylor

Saved on

compared with

New Version 4

changes.mady.by.user Ryan Taylor

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

As of Ramsons release, ECS-enabled environments will now feature an ‘Update Ownership’ action for Holdings & Items. This action allows users to change the ownership of Holdings & Items from one affiliation (tenant) to another. This page will document action usage, permission requirements, and other details.

Table of Contents
stylenone

Preconditions

  • FOLIO users will need the following permission in order to access the ‘Update Ownership’ action for Holdings & Items: Inventory: Update ownership

  • The ‘Update Ownership’ action is only available for Holdings & Items linked to Shared Instances.

Update Ownership: Holdings

Steps:

  1. User must be at Holdings detail page in Inventory to access ‘Update Ownership’ action, which will appear in dropdown of the Actions menu at the top right of the screen

    image-20241114-193251.png

  2. After clicking the ‘Update Ownership’ action, the pop-up modal will appear where the user can choose an Affiliation (tenant) and Location where they would like to move the Holdings to

    image-20241114-193632.png

  3. Upon choosing a Location, the user will be presented with a Confirmation modal

    image-20241114-193834.png

  4. After clicking ‘Confirm’, user will be returned to Instance view on Inventory and a success message will show at the bottom right of the screen

    image-20241114-194303.png

Note

Notes:

  • Any linked Items will be moved as well when a Holdings ownership is updated

  • Affiliation options are dependent on which tenants a user is affiliated with

Update Ownership: Items

Steps:

  1. User must be at Item detail page in Inventory to access ‘Update Ownership’ action, which will appear in dropdown of the Actions menu at the top right of the screen

    image-20241114-194606.png

  2. After clicking the ‘Update Ownership’ action, a pop-up modal will appear where the user can choose an Affiliation (tenant) and Holdings where they would like to move the Item to

    • If no Holdings for a given Shared Instance are presently available on the desired Affiliation, then user will have an opportunity to create a new one by clicking ‘Create new holdings for location’

      image-20241114-195419.pngimage-20241114-195733.pngimage-20241114-195659.png

  3. Upon choosing Affiliation & Holdings selections and clicking ‘Update’, the user will be presented with a Confirmation modal

    image-20241114-195008.png

  4. After clicking ‘Confirm’, user will be returned to Instance view on Inventory and a success message will show at the bottom right of the screen

    image-20241114-195059.png

Note

Notes:

  • If no Holdings for a given Shared Instance are presently available on the desired Affiliation, then user will have an opportunity to create a new one by clicking ‘Create new holdings for location’ on the Update ownership modal.

  • Affiliation options are dependent on which tenants a user is affiliated with

Additional Information

  • The functionality described above was introduced in Ramsons release.

  • Work to support this functionality was completed by Folijet team via the following project:

    Jira Legacy
    serverSystem Jira
    serverId01505d01-b853-3c2e-90f1-ee9b165564fc
    keyUXPROD-4573