Skip to end of banner
Go to start of banner

Ramsons UAT - ECS with mod-tlr enabled: Requests - item level [DRAFT]

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

Brief description

This ECS circulation functionality test focuses on item level requests. This functionality includes the ability to create, view, edit, reorder and cancel item level requests. The goal of this test is to verify that ECS item level request functionality works as expected.

Testing will take place ?, 2024. Please have the form submitted by the end of the day on .

Links

Test environment: https://folio-perf-vega-2nd-consortium.ci.folio.org/

Test credentials: (username/password)

Jira feature: UXPROD-4559 - Getting issue details... STATUS

Feedback form:

Related Videos

Functionality Overview Video

Link to video demonstration(s)

Instructions

1. Create an Item level request

  • Log into https://folio-perf-vega-2nd-consortium.ci.folio.org/

  • Navigate to the Inventory app

  • Find one of the following titles:
    XZYABC

  • Open the Consortial holdings accordion until you find an item barcode

  • Copy the item barcode. Use only this item barcode throughout the steps below

  • Navigate to the Requests app

  • From the Actions dropdown menu, select New

  • Look to make sure the box next to Create title level request is not checked

  • Paste the item barcode into the Item barcode box and select Enter

  • Select the Requester lookup link and search for one of the following users:
    XYZ

  • Select the User

  • Select hold from the Request type and Pickup service point

  • Click Enter

    • Questions for form

      • Did the item and requester areas populate with the correct information

      • Were you able to place a request successfully?

      • Did this workflow meet your expectations?

  1. Create an Item level request with a Proxy

  • Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/

  • Navigate to the Requests app

  • From the Actions dropdown menu, select New

  • Check to make sure the box next to “Create title level request is checked”

  • Select the Title lookup link and search for the title you used above

  • Select that Title by clicking on it

  • Select the Requester lookup link

  • Search for Proxy and select one of the following
    ProxyUser
    TestProxy
    Test Proxy 3
    Test Proxy 4
    Test Proxy 5
    Test Proxy 6

  • Select the radio button next to the name below “Or acting as proxy for” in the dialog box called “Who are you acting as?”

  • Select Continue

  • Select hold from the Request type and select a Pickup service point

  • Click Enter

  1. View Item level request details

  • Log into https://folio-perf-vega-2nd-consortium.ci.folio.org/

  • Navigate to the Requests app

  • Select any of the following filters by checking the box (more filters will be functional with coming development):

    • Holds

    • Open - Not yet filled

  • Scroll through Requests that appear in the main pane of the Requests app and locate a request you placed in this testing session

  • Click on the request

    • Questions for form:

      • When you selected one of the filters listed in the test, did requests appear in the main pane of the Requests app?

      • Were you able to locate a request you placed?

      • When you clicked on the request, did a third pane entitled Request details load for you?

      • Did this workflow meet your expectations?

  1. Edit an Item level request

  • Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/

  • Navigate to the Requests app

  • Using the search box or filters on the left, look for the request you created in steps 1

  • Select the request by clicking on it’s line in the results table

  • Review the following in the Request details pane: Request expiration date, Fulfillment preference, Pickup service point

  • Click on the Actions button in the Request details and select Edit

  • Edit the form by adding a Request expiration date, or by changing the Fulfillment preference or Pickup service point

  • Click Save & close

  • Click on the Actions menu in the Request details and select Edit again

  • Edit the form a second time by adding or changing the Request expiration date, or by changing the Fulfillment preference or Pickup service point

  • Click Cancel

  • Questions for form

    • Did you locate a request you placed previously?

    • Were you able to change the contents in one of the fields listed in the instructions?

    • Were you able to Save & close an edited request?

    • Were you able to cancel the edited form?

    • Did your edits appear in the Request details?

    • Did this workflow meet your expectations?

  1. Reorder an item request queue

  • Log in to FOLIO

  • Navigate to the Requests app

  • Locate a request you created in steps 1 or 2

  • From the request details, select the Actions dropdown

  • Select Reorder queue

  • Using the 6 dots to the left of the Order column, click and drag a request to a different place in the queue

  • Pay attention to the number in the Order column

  1. Cancel an Item level request

  • Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/

  • Navigate to the Requests app

  • Locate the request you created in step 1

  • From the request details, select the Actions dropdown

  • Select Cancel

  • Select a Reason for cancellation from the dropdown menu

  • Click Confirm

  • Look at the request details and note the request status

    • Questions for form

      • Were you able to cancel a request?

      • Did the request status update to Closed - Cancelled?

        • If not, what does the request status show?

      • Did this workflow meet your expectations?

  • No labels