2020-09-25 Resource Management Meeting Notes

Jesse Lambertson

Kristin Martin

Dennis Bridges talks about some features (to the left)

Need rankings...

UXPROD-2565 - Getting issue details... STATUS

• has plenty of comments back and forth
• use cases requested
• when an order is opened, a hold is placed on the item as soon as its created
• the requester field could potentially be user ID
• formerly free text
• Hold needs a user ID to create the hold

Comments: the item needs to exist in order to have a request put on it - so this Jira is designed to make that step easier by minimizing steps

question from the chat ""Create a hold" also mean create a recall?
I think this would be really good and time saving! We now have to go Inventory after having opened the order and then create the request (for us recall)."

UXPROD-2553 - Getting issue details... STATUS

• keeps tracks of organizations and roles
• controlled vocab
• multi-select is available
• editable (not required)
• filterable
• Jack Mulvaney talked about how useful a similar feature was in Coral
• Owen Stephens expresses some concerns about roles, licences, agreements...(Worried about blurred implementation of this and wants specificity in application)
  • Mulvaney uses Coral as a backbone of FOLIO and did not provide a problem for roles and agreements information
  • Virginia suggests it could be used as a workaround at Duke
  • fields are not repeatable (in GBV context)
  • Type of type is different than type of role
  • Most would want repeatable
  • The type would need to be stored in other apps in order to expand usage (but this could allow for searching/filtering)
  • Would not want to compromise any direct workflows (maybe for year end stats)
  • needs multi-select (not required multi-select but good for use)
  • Owen: Might tags be used?
  • general response is that this is NOT very usable (because they are not deletable and unreliable)
  • Dennis suggests the controlled vocab works as a tag
  • Yet, some feel that tags could be better developed if they could be deleted or used in very specific workflow scenarios

UXPROD-2409 - Getting issue details... STATUS  

• designed to limit spending per expense class
• tethers expense classes to budgets
• uses unique account numbers
• Mt Holy Oke can't see limits in the expense class view (percentages spent, etc) to make sure overspending does not happen
• there are issues when a spending amount is a fixed number as opposed to something in a more dynamic situation (involving credits)
• Mt Holy Oke wants to know how much of total one expense class has paid as opposed to another
  • wants that information to be folded into information about the budget
  • As in an expense class is itself a percentage of the total available budget
  • Wants alert as opposed to a stop when limits are being neared or reached
• Folks want to use this tool, but it still needs more usefulness
• Would you want to reset the target $ each year?
  • nicer to roll over but that one could edit each year
  • Some years simply need more manual engagement than other years (like 2020)