Links

Test environment: https://bugfest-ramsons.int.aws.folio.org/

Test credentials (username/password):

• uat-admin/uat-admin

Jira feature:

UXPROD-4663 - Getting issue details... STATUS

Feedback form:

TBD

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Instructions

Configuration

To be able to create user record based on pre-registration data, the user must have the following permission assigned:

• Users: Can view patron pre-registration data

• Users: Can merge patron preregistration data

To use this functionality in a new tenant:

• Manually create the "Remote Non-circulating" patron group (with an expiration date).

• Ensure that the "Home" address type exists in the FOLIO settings.

Create a new user record from preregistration data (no duplicates)

1. Log in to the test environment using the uat-admin credentials.

2. Navigate to the Users app.

3. In the User search results pane, select Action > Search patron preregistration records.

4. Search for the patron preregistration record using the “*“ symbol

   • Note: the search can be performed with any of the following search criteria: First name, Last name. Preferred first name, Middle name, email, combination of First name + Last name, combination of Preferred name + Last name, wildcard search (e.g., “*”).

5. In Patron registration record results list, click the New button for any of the preregistration record.

   • Note: The system checks if the patron's email already exists in user records. If no duplicates are found, a new user record is created using the preregistration data.

   • Expected Result: A new patron record is created.

6. Verify the newly created patron record:      

   • Ensure the record contains the following data from the preregistration record:

     • First name

     • Last name

     • Middle name (optional)

     • Preferred first name (optional)

     • Email address

     • Phone number

     • Mobile phone number (optional)

     • Address (mapped as follows):

       • Primary address = true,

       • Address type = Home,

       • Address line 1,

       • Address line 2,

       • City,

       • State,

       • Zip,

       • Country

     • Email communication preferences (optional)

   • Ensure the record includes default patron details generated by FOLIO:

     • Patron group: "Remote Non-circulating", with an expiration date length of 2 years.

     • Status: Active.

     • Enrolled Date: Date of preregistration form submission

     • External system ID: patron email

     • User type: Patron

     • Permissions: no default permissions

7. In the preregistration records (Action > Search patron preregistration records), search for the newly created user record’s preregistration details.

   • Expected Result: The preregistration record for the newly created user should be removed from the search results and no longer appear in the patron preregistration data.