Display related POLs on a Package POL view

Display related POLs on a Package POL view

https://folio-org.atlassian.net/browse/UXPROD-3802

Problem(s):

  • In the case that orders do not have related instances there is no way to see a list of titles that relate to a Package POL.

Use Cases & Requirements:

Legend

Scope may require separate feature

Requirement

Status

Use cases

Requirement

Status

Use cases

User needs to identify what “Titles” are included in the package when viewing the package POL.

Verified

When package reconciliation is being worked on, having a list of package titles in FOLIO to compare against the vendor’s spreadsheet and/or invoice is helpful.

Verified

As package titles transfer from one publisher to another, having the list of package titles is helpful.

User needs ability to search for the package POL using the titles of a related title POL. 

Verified

As staff search serial titles, having a list of what titles are paid for in a package is helpful.

Verified

As selectors search serial titles, maybe thinking of cancelling or making other changes, having a list of what titles are paid for in a package is useful.

 

Proposed workflow:

Display an accordion on Package POLs for Linked POLs

Questions:

Question

Status

Conclusion

Comments

Question

Status

Conclusion

Comments

 

open

 

 

Functionality Potentially Impacted by Changes:

Functional area

Records

Potential impact

Suggested Regression Testing

Functional area

Records

Potential impact

Suggested Regression Testing