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Table of Contents

Problem(s):

  1. Identify the status of all related orders for a specific title requires too many clicks if user needs to navigate to Holdings

  2. Identifying what other users/units have order the instance already.

Use Cases & Requirements:

RequirementStatusUse cases

Status
colourYellow
titlePending

  • Being able to quickly identify the status of pending, open or closed orders for a specific title and also to see what location they relate to. This would allow user to quickly see if someone else is already planning to order, has ordered, or is waiting for an order to be filled for this title.

Status
colourYellow
titlePending

  • For libraries that leverage acquisition units it would be ideal to see that data on the instance with order info. Making it clear whether other institutions in the system have already ordered something.

Status
colourYellow
titlePending

  • Important to show POL number as a hyperlink so it is easy to retrieve more information if user has permission to

Status
colourYellow
titlePending
  • Need to be able to identify when the order was sent, what type of order it is and what the receipt status is. 


Proposed workflow:

  •  
  •  TBD
  •  Display Acquisition accordion on Instance record

Image Added

Questions for Users:

Question

Status

Conclusion

Comments


Status
colourBlue
titleopen








Questions for Vendors:

Question

Status

Conclusion

Comments


Status
colourGreen
titleCLOSED



Questions for Developers:

Question

Status

Conclusion

Comments


Status
colourBlue
titleOpen



Work Breakdown Structure:

Features:

Jira
serverFOLIO Issue Tracker
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-3344

Jira
serverFOLIO Issue Tracker
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-1995



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