Brief description

This test focuses on ECS Loans. This functionality includes the ability to recall requests, declare (items) lost, and check in loaned materials. The goal of this test is to verify that ECS loan functionality works as expected.

Testing will take place the week XYZ. Please submit any feedback by the end of the day on XYZ.

Links

Test environment: FOLIO Please note that the testing environment is available between 3 a.m. and 5 p.m. ET and testing will need to be planned accordingly.

Test credentials:
Tester01/Test1313#
Tester02/Test1313#
Tester03/Test1313#
Tester04/Test1313#

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

Feedback form: https://forms.office.com/r/q9Xtc1jTT8

Instructions

For the following workflows, please use the titles and patrons listed below.

Titles

James
The god of the woods
The ministry of time
The bright sword
Say nothing: A true story of murder and memory in Northern Ireland

Patrons

Sylvie Todd
Ursula Todd
Teddy Todd
Isobel Todd
David Copperfield
Dora Copperfield
Clara Peggotty

Loans

1. Place a Recall request

   1. Go to Inventory and search for one of the following barcodes by selecting the Item button and then selecting Barcode from the dropdown immediately below the Item button

      1. Item1

      2. Item2

      3. Item3

      4. Item4

      5. Item5

      6. Item6

      7. Item7

      8. Item8

      9. Item9

      10. Item10

   2. In the Item details record, scroll down to the Loan and availability accordion and verify that the Item status is Checked out. If the item is not Checked out, select a different barcode from the list above.

   3. Go to Requests

   4. From the Actions dropdown, select New

   5. Enter the barcode you chose from step a. that has an item status of Checked out and hit Enter

   6. Enter a Requester barcode (or use the Requester look-up) from the list above in the Requester box and hit Enter

   7. From the Request type dropdown, select Recall

   8. Select a Pickup service point from the dropdown menu

   9. Select Save & close

2. Declared lost

   1. In the Users app, search for one of the patrons listed above

   2. Open the Loans accordion and select Open loans

   3. Select the ellipses for one of the loans and then click Declared lost OR click on a row to open Loan details and then click Declare lost

   4. In the Confirm item status: Declared lost modal, enter some text into the Additional information field and select Confirm

   5. Review the Item status

3. Check in item in Consortium tenant

   1. Go to the Check in app

   2. Place a barcode for an item with the status Checked out into the item barcode box. (To find a checked out item, go to Inventory, select the Item button, open the Item status accordion and select Checked out)

   3. Select Enter