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Build custom templates for generating a claim

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UXPROD-4168 - Getting issue details... STATUS

Problem(s)

Different types of claims and/or different vendors require different information to be included with each claim. Libraries need to be able to manage templates to account for these variations so that appropriate claim forms can easily be generated as needed without having to edit the default claim form for each type of output.

Requirements and use cases

RequirementStatusUse cases
(Sample) Library must specify which fields from the Instance, Organization, PO and POL must be included in a given template 

PENDING

Different vendors may require that different bits of information may need to be included on claim forms. Libraries need to be able to specify what FOLIO data needs to be included in a given claim template.
(Sample) Library must be able to specify the layout and the order in which fields appear

PENDING


(Sample) Library must be able to save templates for future use

PENDING


Appropriate templates must be available for use when generating or printing claims

PENDING


Questions

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