RA - Loans 6/4/2018

Agenda

Updates (5)
Claim returned (25)

• Questions from existing documents?
• Undo claims returned
• Claim returned that is searched, not found & marked lost
• Next steps

Displaying type of request on… (15)

• Loan details
• Open loans
• Item details

Overrides (10)

Notes

Claim returned

• Would be better to frame Searched & not found as lost v. missing, instead of billed v. waived
  • Lost creates a bill, missing does not
• If forgiving/believing a patron for a claim that wasn't found, need to waive a suspended bill, but should not create a bill and then immediately waive it
• Still need to discuss Undo and Search & resolution screen
• Create note on patron record
  • Likely won't be developed until later in the year, but can work out specs now
• Still not entirely resolved on button labels, but can label & leave it to usability testing

Overrides

• 3-4 categories of overrides:
  • No override permitted
  • Override & system knows what to do
  • Override & system needs user input to move forward
  • Permission escalation (separate type of override)
• If overriding, need a note to indicate why (and also record who and when)
• See if other areas require overrides - may be mainly circulation

Next meeting and action items

• June 6 at 1pm Eastern
• Emma will talk to other POs about overrides

Recording

Recording for 6/4/2018