2020-09-30 Meeting notes
Date
Sep 30, 2020
Attendees
@Maura Byrne
@Philip Robinson
@Annika Schröer
@Michelle Suranofsky
@Björn Muschall
@Uschi Klute
@Andrea Loigman
@patty.wanninger
@Catherine Smith
@Deb Maddox
@Brooks Travis
@Monica Arnold
Nancy Burford
@Matthew Harrington
@Darsi Rueda
Goals & Discussion:
Discuss JIRA tickets that Leipzig will take over development, to get exact requirements.
UXPROD-1640 - Add Create Request, Create Fee/Fine and Create Block to Pane Header Dropdown
Discussion about where 'edit' should fall in the list of actions in the Pane Header Dropdown
How often 'edit' is used (infrequently) VS consistency of 'edit' throughout the application in this dropdown
Ask @Khalilah Gambrell
Order others in the same order as they are in the accordion.
UIU–1035 - Relocate the username/password reset in the User create/edit record
Proposal is to relocate it to "user permissions" accordion. Discussion:
Makes sense to place it in "user permissions" because it is sensitive
However - you wouldn't be able to use it if you didn't have the permissions accordion (because of your permissions)
Another opinion - leave it where it is.
Another option - move it slightly down (below more common user functions) in the same accordion→ the group agreed on this
Can it be a button instead of a link?
Could it also use a confirmation message - 'do you really want to send password reset email'
UXPROD-1738 - Users App UX Refinement
This was put on the backburner for a number of reasons. Had to do with ordering of the accordions in mod-user.
Is this a pressing need right now? Are things 'usable' the way they are now?
UIU-1027 mentioned in this JIRA (make it more clear which fields are being searched in mod-user)
Will not be an issue if fielded search is added.
@patty.wanninger will move this story to UXPROD-2092
Feedback from Chalmers on this ticket. @Björn Muschall will discuss with Chalmers.
Instead of this (reorganizing this page), should we push for re-ordering at the tenant or login level instead?
Also discussed in this context - being able to search by other user fields (UXPROD-2092)
@Björn Muschall and @Annika Schröer will look into the work needed for this/discuss with devs. (backend/frontend?)
Think about this for next week. Leipzig will discuss w/devs.
One thought was we agreed in a past discussion that searching was better than it had been and it was meeting the requirements...other thought it was agreed to as an acceptable work-around.
UXPROD-2389 - Create Default Expiration dates based on table or patron type
Add to patron groups settings - a default expiration interval
When you create a user and/or assign a patron group, the exp date is calculated by using the interval for the group
What about data load?
Only a UX thing - wouldn't impact data load. If the loader will use this functionality that should be described in a new JIRA.
Thought on the data loader use of this: Use the date in data load, if absent calculate expiration date using this setting
Expiration date should remain editable.
For Duke, the most commonly manually created patrons are affiliates. Affiliates expiration dates would typically vary, so this functionality wouldn't be useful.
UXPROD-1744 - Show Users Associated with a Permission Set
Being able to filter users by permission/permission sets.
Will be in the same area as the tag filter in mod-users
This should be two filters/dropdowns - one for Permissions and one for Permission sets
The logged in user will need permissions (for permissions). Will the dropdown be hidden if the user doesn't have permissions? → needs a story for this (how do you want people without permissions to experience this)
copy how the the 'tags' filter works (in regards to permissions to see tags)
This involves calling the permissions API from mod-users
How much time? Depends?
Discuss JIRA tickets related to User searching.
Discuss this Discuss post about SSO/SAML authentication.
There might be some updates on Additional Fields.
Action items