2020-02-19 User Management Meeting Notes

Meeting URL

19 Feb 2020

Time	Item	Who	Notes
5 min	Bulk loading requirements	Patty W.	Patty is working with Ian Walls to be sure the proper tickets are written and all the interested parties have their requirements covers.
45 min	Results of card-sorting exercise of the Users display	Patty W.	After looking at the card sort layout (above) we decided we prefer the order of User record parts to list like this: User information Custom fields Loans Requests Fees/fines Blocks Notes Proxy/Sponsors Contact information Extended information Service points User permissions There was some interest in mapping actions to hotkeys (or, at least, some way to navigate and update the record using just a keyboard). It's the sort of thing we should bring up to Khalilah. Actions in the user screen should also show up in a menu under the "Actions" button at the top of the screen. If there's an Action, it should have a hotkey. Notes: Should they come up for the Checkout screen? Should holds appear in a note? Both are questions for RA-SIG. How should the information display? Should each section be collapsed if it has no data, and be open if it has data? Should we be able to customize this display? There is a JIRA ticket, UIIN-680, connected to UXPROD-1662, that implies work to be done on a template for customizing displays.

Patty will send out the ordered list of how we want the pieces of the User Record to display.
Maura will put up a flowchart of how she thinks UC needs to process user records in bulk loads
PDW create a feature on user customizable views