2024-11-14 Agenda and meeting notes

Owned by Thomas Trutt
Last updated: Nov 14, 2024
2 min read

Section 4: Requests App UI

Discussion Items:

  • Administrative topics

  • Reporting needs

  • Main screen

    • Filters

    • table columns

  • Add new request/edit request form

    • Make persistent option

    • remove persistent option?

  • Circ log - what data to be displayed

    • Do we want to log when requests is closed, moved back to “open - awaiting pickup”

Meeting notes:

 

 

 Purposed layouts

New Request

The “Reading room circulation request” option was added under the Request section. this is due to the way FOLIO is loading the information on this screen. IE it will not know if the box should be checked until the User and Item combination have been entered.

 

 

 

 

 

Requests.png

 

 

 

 

 

 

 

 

 

 Requests Main Page Options

 

 

 

 

 

 

  • Added “Open - Checked out to patron” as a filter option under “Request Status”

 

 

  • Added “Reading room circulation” as an option under “request Type.

  • Is this filter needed? wanted?

  • should it be in a different location?

 

 

  • Filter active “Open - Checked out to patron”

 

 

  • Optional display; add a column for reading room requests

    • Yes / no

    • Check / no check

 

 

 

  • Optional display; add a descriptor to request type

    • This may interfere with filtering (devs would need to be consulted)

Request details options

 

 

 

 

 

 

  • Combined text

  • Grid is re-arranged from 4 to 3

 

 

 

  • New field added

  • Grid is kept at 4

Decisions:

 

Action Items:

 

UI Mockups

 

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