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2021-03-12 Resource Management SIG meeting

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Attendees

Discussion items

Minute taker
  • SIG Notes
    • new capacity planning team, ranking process coming shortly (march 19, released by march 22)
    • using a point pool to determine rankings
    • please continue to rank
    • a way to highlight the most important aspects
    • ::
    • Documentation:
      • Julie B
        • there is a place to outline doc needs
        • interns are helping
        • there is a glossary (want to make sure to have all terms defined)
        • more eyes and comments will be needed as the work continues
        • Documentation is currently tied to Honeysuckle
        • https://docs.folio.org/docs/
        • Receiving may be an area that needs attention
        • from chat (

          Here's a link to our wiki page to which you can add any documentation needs so we can make sure those are included. Thanks! https://wiki.folio.org/x/YYGSAw)


UXPROD-2893 - Print/Save order and order lines as PDF Draft Print/save order and order lines as PDF

  • there are different workflows for printing to PDF
    • vouchers
    • invoices
    • ?
  • 2 possible workflows
    • user is interested in 1 specific order
      • find print action in menu
      • from chat (Reminders are also an interesting feature for printing )
    • Some functionality about exporting order data to PDF (instead of, say, csv)
      • you would print all these orders to one PDF file
      • could determine the number or completion of fields being added to the PDF
    • the single-order print-to-PDF is the priority for most situations
    • Team is looking at a combined workflow that blends the two above options
    • there would be a basic template for the print, but this could allow for some choice of fields
    • mockup of print-to-PDF priority information
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