Page Comparison

Date

24 Jun 2019

...

Meeting Outcomes

Notes

• Kalillah is presenting the notes app
• they were created for the ERM apps and are currently implemented in the e-holdings and agreements
• in contrary to the helper-apps
• because they don't address key features and don't meet the expectations in general
• Kalillah is demoing
• the notes are only available per app
• possible to CRED the note if permissions are granted
• multiple records can be assigned to the note
• Parts:
• Note type (which aren’t specific to app)
• note title
• Details (editor)
• Assigned to record you are currently on
• unassign and delete
• Questions/answers:
• Is the link functional? - no, could be
• Are the notes cloned? - no but assignable to multiple records
• If there is only one assignment the unassigned button will delete the note
• Is there a filter for the visibility? - Note is only internal
• Filter by note type? - not yet
• Assigning notes is only possible throughout one app not cross app
• staff only notes? not visible to public - all notes are staff notes
• Question from Cate to the group: Would notes be helpful in requests as staff notes or possibly as a patron notes if linked to the discovery layer?
• no, if not searchable
• for requests it has to be linked to the discovery layer
• as a general design for staff notes it's good
• Could it be helpful in the damaged process? - no conclusion
• is expiring/archiving possible? - no
• more info needed in the assign note screen maybe through a hover
• Conclusion:
• we could make use of it
• not meeting a specific need
• tenant level types should be available throughout the apps
• More than 25 types would be needed - can be changed
• more filters would be useful (e.g. note type)

...

• Nice-to-have
• transfer the transaction ID through the system
• Use-case: request/in relay/costume fields for
• additional function: seachrablesearchable
• useful for reporting - notes in LDP

...