Vega - Ramsons: Available workflows by sprint

ECS Title level requests

1. Create a title level request without using title or requester lookup links

2. Create a title level request using title and requester lookup link

3. View title level request details

4. Edit a title level request

5. Reorder a title level request queue

6. Cancel a title level request

https://folio-org.atlassian.net/browse/UXPROD-4559

Note: There needs to be at least one Holdings record for an Instance in each tenant in which an Item might be located in order for materials to be requested.

• Known to do: LOC to create these Holdings.

ECS Item level requests

1. Create an item level request without using title or requester lookup links

2. Create an item level request using requester lookup link

3. View item level request details

4. Edit an item level request

5. Reorder an item level request queue

6. Cancel an item level request

https://folio-org.atlassian.net/browse/UXPROD-4559

Note: There needs to be at least one Holdings record for an Instance in each tenant in which an Item might be located in order for materials to be requested.

• Known to do: LOC to create these Holdings.

ECS Loans

1. Check requested item out from Central tenant

2. Check item in to Central tenant

   1. Ensure item is in transit to appropriate location in data tenant

3. Ensure appropriate patron notice(s) sent for Loans

4. Find above transactions in the Circ log & verify info in each column

5. View Loan details

6. View User details

https://folio-org.atlassian.net/browse/UXPROD-4559

Mediated requests

1. Search for a mediated request

2. Filter a mediated request

3. Confirm item arrival

4. Send item in transit

UXPROD-4657 (Closed)

3. -

4. -

1. Create a new mediated request

2. Edit a mediated request

3. Decline a mediated request

4. Print slip for Mediated requests activity - Send item in transit

UXPROD-4657 (Closed)

Note: There needs to be at least one Holdings record for an Instance in each tenant in which an Item might be located in order for materials to be requested.

• Known to do: LOC to create these Holdings.

1. Confirm a mediated request in Secure tenant

   1. Local request - available in development environment

   2. Shared instance

UXPROD-4657 (Closed)

1. a.
   b.

1. a.
   b.

Note: There needs to be at least one Holdings record for an Instance in each tenant in which an Item might be located in order for materials to be requested.

• Known to do: LOC to create these Holdings.

1. Mediated request statuses follow mediated request workflows

   1. Awaiting confirmation > Not yet filled

   2. Not yet filled > In transit for approval

   3. In transit for approval > Item arrived

   4. Item arrived > In transit to be checked out

   5. In transit to be checked out > Awaiting pickup/delivery

   6. Awaiting pickup/delivery > Closed - filled

UXPROD-4657 (Closed)

a.

b.

c.

d.

e.

f.

a.

b.

c.

d.

e.

f.

Private requests

1. View a Secure request from the Secure tenant (Requests app.)

UXPROD-4119 (Closed)

Private requests

1. Edit a Secure request from the Secure tenant (Requests app.) - work complete

2. Reorder a Secure request from the Central tenant (Requests app.) - work complete

3. Cancel a Secure request from the Secure tenant (Requests app.) - work complete

4. View a Secure request from the Central tenant (Requests app.) - work complete

5. Check in item corresponding to Congressional requests with status of “Open - Not yet filled” from Central tenant (ensure routing to Authorized staff and rest of FOLIO Secure tenant workflow) (Check in app)

6. Look at User loan details in Central tenant (Users app. - ensure User data is obfuscated) - work complete

7. Look at User loan details in Secure tenant (Users app.) - work complete

UXPROD-4119 (Closed)

Printing staff slips

1. Generate and print the following with the information staff require to complete their workflows:

   1. Hold - from Central tenant

   2. Pick slip - from Central tenant using mod-tlr and data tenants using mod-circ

   3. Request delivery - Central tenant

   4. Search slip - Hold requests, Requests app, from Central tenant using mod-tlr

   5. Transit - from Central tenant

   6. Hold shelf expiration report - within data tenants related to non-congressional requests and loans

UXPROD-4985 (Closed)

a.

b.

c.

d.

e.

f.

CIRC-2341 (Known issue - Will be in T release)

a.

b.

c.

d.

e.

f.

CIRC-2341 (Known issue - Will be in T release)