Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Institution
    • Required
    • Used in circulation rules
    • Name must be unique at its level of the hierarchy - e.g., you can't have two institutions with the same name.
  • Code
    • Required
    • Used in circulation rules
    • Code must be unique at its level of the hierarchy - e.g., you can't have two institutions with the same code. Note that as of Q12020 you can actually save two institutions with the same code - this is a bug. See 
      Jira
      serverFOLIO Issue Tracker
      serverId6ccf3fe4-3301-368a-983e-20c466b11a49
      keyCIRCSTORE-143
       for the status of the bug.

In addition, you have

  • Last updated by
    • Displays date of last update and name of user who did update
    • Refreshes when value is saved
  • # of locations
    • Automatically generated to show # of locations attached to Institution
  • actions
    • Two options - pencil icon (edit) and trash icon (delete)
    • Trash icon gives error message and does not allow deletion if locations are attached to the institution

...

Describe available tasks that can be conducted in the app. To document those tasks, create a new page and link it to this page.
Describe action-based permissions that are connected to these functional workflows, if any.

  • Creating a new InstitutionDeleting an Institution, Editing, Deleting Institutions

Reporting

There are no in-app reports available in this section of FOLIO.

...