Generate a printable "Workslip" from order details
Problem(s):
Similar to a function called “workslip” that we used to print out in Voyager for firm orders when items are received. Essentially, a means of sending special instructions from the selector such as RUSH/Notify xxx/Catalog for Ref. Coll./Withdraw earlier edition, etc.
Use Cases & Requirements:
Requirement | Status | Use cases |
---|---|---|
PENDING | We have folks using slips so they can keep the staff notes with the item, this way each person in the processing line does not have to open up the record to look if there is something special they are supposed to do. | |
PENDING | In general, the instructions contain information such as: Should this be configurable | |
PENDING | This is just an example of Format as the specific form factor is not important to current workflows. | |
PENDING | In Europe this workslip would also include the accession number | |
PENDING | The librarian that is initially receiving the item would print this slip and fold it into the item. Often adding it between the pages. | |
PENDING | The library uses a color code for these "Streamers" that are added to the book to represent key details like "Rush" | |
PENDING | Users may not print this information they might just transcribe to a "streamer" special piece of paper because printing actually takes a while in our library |
Proposed workflow:
- Add action to order action menu for Print slip
- Add action to RECEIVING action menu for Print slip
Questions for Users:
Question | Status | Conclusion | Comments |
---|---|---|---|
OPEN | |||
Questions for Vendors:
Question | Status | Conclusion | Comments |
---|---|---|---|
CLOSED |
Questions for Developers:
Question | Status | Conclusion | Comments |
---|---|---|---|
What are the required fields for a FOLIO staff slip? | OPEN | ||
Could a Staff slip be generated by the receiving app? | OPEN | ||
In what module are staff slips generated | OPEN |
Work Breakdown Structure:
Features:
UI Stories
MOD Stories