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
(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
(Oct. 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

202
(Oct. 14-25, 2024)

Mediated requests

• Search for a mediated request

• Filter a mediated request

• Confirm item arrival

• Send item in transit

UXPROD-4657

202
(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

• Edit a Secure request from the Central Secure tenant - pending, at risk

• Reorder a Secure request from the Central tenant - pending, at risk

• Cancel a Secure request from the Central Secure tenant

  • Status of corresponding Mediated request update

  - pending, at risk

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

• 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, at risk

• 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, at risk

UXPROD-4119

204 (at risk)
(Nov. 11-22, 2024)

Printing staff slips

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

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

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

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

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

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

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

UXPROD-4985

205204 (at risk)
(Nov. 2511-Dec.622, 2024)