Discussion of the post-Card Sorting exercise with the Users display
Discussion items
Time
Item
Who
Notes
5 min
Bulk loading requirements
Patty W.
Patty is working with Ian Walls to be sure the proper tickets are written and all the interested parties have their requirements covers.
45 min
Results of card-sorting exercise of the Users display
Patty W.
Image Added
After looking at the card sort layout (above) we decided we prefer the order of User record parts to list like this:
User information
Custom fields
Loans
Requests
Fees/fines
Blocks
Notes
Proxy/Sponsors
Contact information
Extended information
Service points
User permissions
There was some interest in mapping actions to hotkeys (or, at least, some way to navigate and update the record using just a keyboard). It's the sort of thing we should bring up to Khalilah.
Actions in the user screen should also show up in a menu under the "Actions" button at the top of the screen.
If there's an Action, it should have a hotkey.
Notes: Should they come up for the Checkout screen?
Should holds appear in a note? Both are questions for RA-SIG.
How should the information display? Should each section be collapsed if it has no data, and be open if it has data? Should we be able to customize this display? There is a JIRA ticket, UIIN-680, connected to UXPROD-1662, that implies work to be done on a template for customizing displays.
Action items
Patty will send out the ordered list of how we want the pieces of the User Record to display.
Maura will put up a flowchart of how she thinks UC needs to process user records in bulk loads.
