Atlassian uses cookies to improve your browsing experience, perform analytics and research, and conduct advertising. Accept all cookies to indicate that you agree to our use of cookies on your device. Atlassian cookies and tracking notice, (opens new window)
SIG conveners meeting discussion around prioritization topics to get added to the roadmap
Also talking about how to improve engagement across more community members
Smaller members vs. larger members
Onboarding for individuals and institutions?
Having FOLIO be more welcoming
Inviting new people to introduce themselves if they want to
Making sure someone addresses question in Slack if no one responds
Can be overwhelming with so many groups, not always knowing when to speak up
In another SIG talking about smaller ways for people to get involved - not as much of a time commitment
Aaron Neslin 12:10 PM I wonder about adding a field to slack to let people tag themselves as new to folio
Maybe touch on Slack messages that have not had a response as a group
Joe Reimers (EBSCO) 12:14 PM This might be a crazy stupid thought, but what if we (as a SIG) had a once-every-2-months-or-so "Coffee break" where the focus is on people rather than product? Welcome newcomers, tell us about yourselves, etc. etc.
Martina Schildt 12:17 PM I love the idea and would like to copy that for ERM SIG
:15
Implementer’s topic #160
Lucas Moder
Finance - add additional column at budget summary overview
Came up in Bavarian subgroup when discussing budget summary
In the budget summary overview of expanse classes, there is a column entitled “Percentage of total expenditure” and the percentage refers to the allocated budget. We would like to make two columns out of this: Once the percentage of the respective expense class based on the allocation (How much of my fund is planned for which expanse class?), once the percentage of the respective expense class based on the actual expenses (How much have I spent of my fund so far or in the respective FY for which expanse class?).
:17 Screen share of finance
Suggest adding another column
Ann Crowley 12:18 PM % of initial allocation or % of total allocation
Would like it to be based on Total allocated
More about being based on what was budgeted
Is that something typically calculated in reports?
What kind of activity is done regularly that would benefit from being able to see this in the budget details? Or would this be desired in an exported report?
Think it would be enough to have in overview in FOLIO
Useful for subject specialists in charge of spending
Sara Colglazier 12:21 PM We would also like a column for % of Total Funding (or Total Allocated, if need be) for Expense Classes
Sara Colglazier 12:23 PM For example we have a fund for physical books, and the selectors are to spend various %s of the total, like English 10%, Geology 15% etc
Are there policies in place indicating that only a certain percentage should be spent?
Don’t have these policies, but for subject librarians - it is helpful to see if faculty ask about percentage spent
:24 - Discussion about fit/look, if there are other implementers topics impacting this
Things might start to get a little crowded. Have option of implementing show/hide for columns.
% of total expended unhelpful - doesn’t do anybody any good until end of fiscal year
John Banionis 12:27 PM The difference being that % of total expended will always add up to 100%, while the % of allocated will only approach 100% as the FY wraps up
At the group, if you have funds organized into groups, when you look at group record have similar information about expense classes but for all funds. Would you also want to see this value at the group level?
Lisa Smith, Mich State 12:29 PM I would like to see percentages at the group level as well
+4 thumbs up
For question from department, having it at the group level could be great. For selector part, might be irrelevant. Different use cases.
While testing linking our POLs to Holdings now that we are in Poppy, I noticed that a reopened order will maintain it's reason for closure in the Holdings record, which makes it a bit confusing. I'm assuming this is just a bug and needs a ticket? It happens in Ramsons BugFest too. It's not as common, but there are cases for ongoing orders where a title will cease and then come back or we might cancel and then reinstate.
Sara Colglazier 12:37 PM I so wish one could edit the reason for closure note later to add info!
Sara Colglazier 12:42 PM And that for Ongoing Orders at the POL level the options were not just Ongoing & Cancelled. Ongoing things can be Ceased or Complete, etc. like reasons for closure.
Dung-Lan Chen 12:45 PM Reason for closure was for the "closed" workflow status, if the order reopens again then the reason for closure no longer relevant to the reopened order.
Sara - Would be good to revisit this whole thing as a group. Reason for closure - very tricky. Separate cancel action, don’t get pop-up for supplying a reason. Wait until the last possible minute to close something, because want to get all notes together. Funky interaction between POL and PO.
Martina Schildt 12:49 PM +1 to Sara and revisiting the topic
Discussion re: what happens when you cancel from PO/POL
May not match up what you put at PO and POL level (Order ceased, but you can only cancel the POL)
Adding as Implementer’s topic # 168
:55
Implementer’s topic #167
Dennis Bridges, Lucas Moder
Currently, "approve" and "pay" are either two different options in the actions menu, or one option that combines both. In the settings app (invoices → approvals), the preferred option can be chosen, which is then bound for all users. Depending on different types of invoices, it would be useful to be able to choose from both options for each invoice. The decision should be made in the actions menu of each invoice instead of being defined in the settings app.
e.g. - Invoices with foreign currency - may need to change the exchange rate value
Want to have both options in the actions menu
Not everybody working on invoices will have rights to change this option in the settings app. For those it would be important to be able to choose on invoice directly
Would it make sense to tie this to some data point inside the invoice?
No response
In some cases, are there users that should not have permission to pay invoices?
Lisa Smith, Mich State 12:59 PM We approve separately from paying waiting until the payment has actually be sent off by Accounting
scott perry 12:59 PM We approve separately.
Maybe setting should be, do you want to display both options or not
Ann Crowley 12:59 PM We approve after we know the conversion +1 Dennis
