The purpose of this page is to capture suggestions for documentation topics related to FOLIO Resource Management.

Please add topic ideas below
To share documentation content from your institution related to RM or ERM, please upload it to this RM Documentation google drive folder so the Documentation Working Group can leverage your existing documentation - thank you!
The FOLIO Documentation Working Group will review this list of topics, the submitted content, and any other existing content to create RM user documentation which will eventually be published on https://docs.folio.org/.
Julie Brannon serves as the RM representative to the Documentation Working Group (julie.brannon@duke.edu or on FOLIO slack) - see the full list of Documentation WG representatives for more information about assigned apps and statuses.

To contribute ERM documentation topics, please refer to this page: ERM documentation needs.

Acquisition Units

Settings: Create Acquisition Unit
Add users to acquisition unit(s)
What restrictions does FOLIO apply to actions in each app based on acquisition unit assignments?

App-Specific Documentation

Organizations

Organizations App

Search & Filter
Create organization
Edit organization
- Add note to an existing organization
Delete organization
- Will FOLIO allow deletion if there are order/invoice/license/agreements linked to the organization?

Settings

Permissions

Mention that there is a permission related to the display of interface credentials

Finance

Finance App

Search & Filter
Create, Edit, Delete Fiscal Year
Create, Edit, Delete Ledger
- Fiscal Year Rollover
Create, Edit, Delete Group
Create, Edit, Delete Fund
- Describe limitations on delete: only allowed when no order/invoice transactions exist.

Settings

Permissions

Might want to reiterate how acquisition units can impact user actions, in addition to permissions

Orders

Orders App

Search & Filter
View Order
Create Order
- Apply order template
- How order type affects which fields are displayed
PO line
- Add PO Line to order
- How order format affects which fields are displayed and which are required
- Create Inventory field- defaults are created in Settings "Inventory Interactions" based on order format, can be overridden
- Edit
- Receive
- Delete
Duplicate Order
Approve Order
Open Order
- Interaction with fund current year budget
- Interaction with inventory, item status if applicable
Unopen Order
Edit Order
Close Order
Reopen closed order
Receive
Update Encumbrances
Export Results
Delete Order
Order Status behaviors (for example, system will automatically set order to "Closed" status when fully received and invoice is fully paid)

Settings

Permissions

Receiving

Receiving App

Search & Filter
View receiving record
Refer to ability to receive directly from the order or from this app
Edit item receiving record
Item status behavior (item status changes from "On Order" to "In Process" after receipt
Quick

Settings

No settings for the Receiving app

Permissions

Invoices

Invoices App

Search & Filter
View Invoice
Create Invoice
Invoice Line
- Add Invoice Line to Invoice using existing PO Line
- Create new Invoice Line without an existing PO Line
Approve Invoice
View Voucher
Edit Invoice
Pay Invoice
- Interaction with order status when Invoice status changes to "Fully Paid"
Export to Accounting
Delete Invoice

Settings

Permissions

Cross-app interactions

Use this section for suggestions of topics related to cross-app interactions related to RM

Inventory Interactions - defines what is created in Inventory
Order Status behaviors (for example, FOLIO will automatically set order to "Closed" status when fully received and invoice is fully paid)
Item Status behaviors impacted by Orders and Receiving actions

Tips/Handy Info

Use this section to add "How do I" or "What happens when" type questions so that we can make sure we cover topics

What happens in other FOLIO apps when I "un-open" an order? What happens to encumbrances? What happens to the item status?

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