Revision of Hold Notification Numbers Requirements from Tue, 02/06/2018 - 8:54am

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Holds Notification Numbers


HOLDS-01-2018

This project allows users to easily update the hold notification phone number or SMS number when these numbers change on the patron account.

  1. This project addresses desired behavior in the following scenarios:
    1. A phone number (daytime, evening or other) on the account is changed on the user record while the user has existing holds with phone_notify  set to True.
    2. The default phone number for the preferred notification method setting is changed while the user has existing holds with phone_notify set to True.
    3. The default SMS carrier and/or number for the preferred notification method setting is changed while the user has existing holds with sms_notify set to True.
  2. When staff makes the changes outlined in requirement 1  in the client, upon saving the user record, a dialog should appear.
    1. This dialog should inform staff that there are existing holds using that particular notification method.
    2. If multiple phone or SMS numbers were used for holds, the dialog should identify the phone numbers that were used and the number of holds for each phone number.  A checkbox should be available for each phone / SMS number, allowing users to select one or more numbers.
    3. The dialog should ask the user if the phone or SMS number(s) for the listed holds should be updated.
    4. The system should replace the selected phone/SMS numbers/carriers with the new phone/SMS number and carrier.
  3. When the public makes the changes outlined in requirement 1 through the My Account Notifications Preferences tab, upon saving these changes, a dialog similar to the one described in requirement 2 should appear.
  4. The dialog should only appear for and list holds that are not canceled, fulfilled or on the holds shelf.
     

Sample Dialog Messages

Message in staff client after updating Daytime Phone Number.

 
Message in staff client after updating SMS number and carrier
 
Message in public catalog after updating default notification phone number
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