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Ramsons UAT - Routing lists

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Links

Test environment: https://folio-dev-thunderjet-2nd-diku.ci.folio.org/

Test credentials: routing/test

Jira feature:  UXPROD-4087 - Getting issue details... STATUS UXPROD-4088 - Getting issue details... STATUS

Feedback form: https://forms.office.com/r/qpbHaLTJYz

Dates: June 10, 2024 to June 14, 2024

Slack channel for UAT questions and discussion: #acquisitions-uat

Related videos

Routing Overview

Known Issues

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Instructions

The feedback form generally follows the steps listed below. We suggest filling out the form as you work your way through the test.

Configuration

Note: this is a global configuration, so any changes will be reflected in ALL tests, including those of other testers. This step is recommended only for those responsible for routing list configuration.


  1. Log into the test environment (linked above) using the credentials provided
  2. Navigate to the Settings app
  3. Select Orders - Routing
  4. Under Routing address, verify the address type you wish to use for routing. For purposes of this UAT, "Work" will be pre-configured.
  5. Under Routing list configuration, click the "Edit" button
    1. For purposes of this UAT, a routing list configuration will be pre-configured. Those testing configuration are free to make changes and edits.
    2. An editor will appear
    3. The editor will allow for the creation and formatting of text.
    4. The "{ }" button allows for the insertion of tokens. Tokens will receive any formatting (bold, italicized) applied.

    5. Please note that anything between the user tokens will automatically be repeated for each user.

    6. The "preview" button allows you to preview the output.
    7. Save your configured routing list when it meets your needs.

Setup

  1. Log into the test environment (linked above) using the credentials provided.
  2. Navigate to the Users app
  3. Ensure that users exist having the address type specified in the configuration step
    1. For purposes of this UAT, the address type will be set to "Work"
    2. Feel free to create/edit users to have a "Work" address type
    3. Please note that for Routing, only Address 1 is used. 
    4. Please note that ANY user can be selected for routing purposes. This means that patrons and other non-staff users can be included, including creating department users for routing purposes.
    5. If a user does not have an associated address of the proper type, the address field will be left blank. This allows for the creation of, for instance, a "Reference Desk" user with no address, which will simply show up in the list as "Reference Desk".
    6. For purposes of this test, a handful of "faculty" test patrons have been created with "Work" addresses defined (Sandra Day O'Connor, Ruth Bader Ginsburg, Earl Warren). Please feel free to add more.

Ordering

  1. Create a purchase order and associated purchase order line -OR- identify an existing purchase order line.
    1. Be sure that the material type is "Physical" or "P/E mix." (Routing is disabled for non-physical materials.)
  2. In Purchase order line detail view mode, scroll down to the Routing lists accordion and expand it: 
  3. Click "Add routing list." A full-screen editor will appear.
  4. Give the routing list a unique name and fill in any other desired information
    1. Note that the "Notes" section can be used to communicate general instructions such as "Return to technical services when complete", if desired.
  5. Add users
    1. Note that users are NOT required, and that a routing list can be generated simply from the name and/or notes.
    2. Experiment with rearranging user order via drag-and-drop
  6. When finished, click "Save"
  7. Note that one routing list can be created for each physical piece associated with the POL.
  8. For purposes of this UAT, POL 10000-1 ("Journal of Supreme Court History") has been created with an associated routing list, for quick test and comparison purposes.

Receiving

  1. Switch to the Receiving app and look up the order line created above.
  2. The receiving record should show an alert that the title has routing, and the routing lists accordion should be expanded.
  3. Within the routing lists accordion, click on the hyperlinked routing lists name. A screen should open showing routing list details.
  4. Under the Actions menu, click "Edit" and make any desired changes. If desired, you can also delete the routing list.
    1. Experiment with rearranging the order of users within the routing list by dragging and dropping.
    2. If you deleted the routing list, on the receiving record screen, click Actions → Add routing list and create a new routing list.
  5. Within the routing lists accordion, click Actions → Print all routing lists. A print preview screen should appear, showing each routing list on a separate page (if the title has more than one associated routing list.)
  6. For purposes of this UAT, POL 10000-1 ("Journal of Supreme Court History") has been created with an associated routing list, for quick test and comparison purposes.

Testing limited Permissions (Optional)

  1. Login to the test environment with the following credentials:
    1. receiving/test
  2. Navigate to the receiving app and look up an order line created in the above tests
  3. Within the routing lists accordion, verify that the routing list(s) can be printed, as described above
  4. As described above, click on the hyperlinked routing lists name. Verify that the routing list is NOT editable.


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