UXPROD-4270 - Getting issue details... STATUS
Problem(s):
The central office of a consortium may want to maintain an "official" list of certain types of records - Organizations in particular - for members to access and use and attach their own member-specific information in appropriate accordions.
The main information (e.g. name, code) should only editable centrally. Other information (e.g. contact persons, account info, integrations) should be customizable at the member level.
Use Cases & Requirements:
Legend |
Scope may require separate feature |
Requirement | Status | Use cases |
|---|---|---|
Allow Organization record to be shared at the consortia level | PENDING | Organizations generally have data that is universal and some that is specific to their relationship with a given library. Like Contact people. |
Allow contact people to be assigned locally to shared vendor records. These contact people should only be visible when viewing the organization in the tenant in which the contact people were created | PENDING | Individual libraries or departments may deal with specific people/representatives of the organization. |
Allow notes to be assigned locally to shared vendor records. These notes should only be visible when viewing the organization in the tenant in which the contact people were created | PENDING | Individual libraries or departments will have specific notes regarding their dealings with a given organization. |
PENDING | Individual libraries or departments will have specific Integration details regarding their dealings with a given organization. | |
PENDING | Individual libraries or departments will have specific Interfaces regarding their dealings with a given organization. | |
PENDING | Individual libraries or departments will have specific Account numbers regarding their dealings with a given organization. | |
PENDING | Individual libraries or departments will have specific Privileged donor information regarding their dealings with a given organization |
Proposed workflow:
Questions:
Question | Status | Conclusion | Comments |
|---|---|---|---|
OPEN | |||
Functionality Potentially Impacted by Changes:
Functional area | Records | Potential impact | Suggested Regression Testing |
|---|---|---|---|