Page Comparison

ECS Title level requests

• Create a title level request without using title or requester lookup links

• Create a title level request using title and requester lookup links

• Create a title level request with a Proxy

• View title level request details

• Edit a title level request

• Reorder a title level request queue

• Cancel a title level request

200

Mediated requests

• Create a new mediated request

• Edit a mediated request

• Confirm a mediated request

• Decline a mediated request

UXPROD-4657

(Sept. 16-27, 2024)

ECS Item level requests

• Create an item level request without using title or requester lookup links

• Create an item level request using title and requester lookup links

• Create an item level request with a Proxy

• View item level request details

• Edit an item level request

• Reorder an item level request queue

• Cancel an item level request

202
200 (Implementation completed. There is an unknown issue with the UAT environment, requiring additional investigation. The target date depends on the investigation results.)

Mediated requests

• Search for a mediated request

• Filter a mediated request

• Confirm item arrival

• Send item in transit

UXPROD-4657

202 (there is an issue with permission tenantsOct. 14-25, 2024)

ECS Loans

• Check requested item out from Central tenant

• Check item in to Central tenant

  • Ensure item is in transit to appropriate location in data tenant

• Ensure appropriate patron notice(s) sent for Loans

• Find above transactions in the Circ log & verify info in each column

• View Loan details

• View User details

202Image Added
200 (doubcheck needed for notices, circ-log, loan details, user details(Oct. 14-25, 2024)

Mediated requests

• Search for a mediated request

• Filter a mediated request

• Confirm item arrival

• Send item in transit

UXPROD-4657

202Image Added
(Oct. 14-25, 2024)

• Create a new mediated request

• Edit a mediated request

• Decline a mediated request

• Print slip for Mediated requests activity - Send item in transit

UXPROD-4657

203
(Oct. 28-Nov. 8, 2024)

• Confirm a mediated request

UXPROD-4657

204
(Nov. 11-22, 2024)

Private requests

•  View View a Secure request from the Secure tenant (Requests app.) - complete

UXPROD-4119

204

Private requests

• Edit a Secure request from the Central Secure tenant - pending

• Reorder a Secure request from the Central tenant - pending

• Cancel a Secure request from the Central tenant

  Status of corresponding Mediated request update

  Secure tenant - pending

• View a Secure request from the Central tenant (Requests app.) - pending

• Check in item corresponding to Congressional requests with status of “Open - Not yet filled” from Central tenant (ensure routing to Authorized staff and rest of FOLIO Secure tenant workflow) (Check in app) Cancel a Secure request from the - pending

• Look at User loan details in Central tenant (Requests Users app. - ensure User data is obfuscate) - pending, at risk

• Look at User loan details in Secure tenant (Users app.) - pending

UXPROD-4119204

205
(Nov. 25-Dec. 6, 2024)

Printing staff slips

•  Generate and print the following with the information staff require to complete their workflows:

  • Hold - pending (known dev. in progress - when complete, will be printed from Central tenant)

  • Pick slip - pending (still some unknowns when complete, will be printed from Central tenant)

  • Request delivery - needs testing (Alex H. and Tom to work together - Central tenant)

  • Search slip (Hold requests) - pending (still some unknowns when complete, will be printed from Central tenant)

  • Transit - needs testing (Alex H. and Tom to work together - Central tenant)

  • Hold shelf expiration report - needs testing (Alex H. and Tom to work together - check within data tenants related to non-congressional requests and their loans)

UXPROD-4985204-205

205
(Nov. 25-Dec. 6, 2024)