Revisions for Hold Notification Numbers Requirements

Comparing two revisions:

Tue, 02/06/2018 - 7:24pm by Kathy LussierTue, 02/06/2018 - 7:31pm by Kathy Lussier
Changes to Body
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<p>==Holds Notification Numbers==<br><strong>HOLDS-01-2018</strong></p><p>This project allows users to easily update the hold notification phone number or SMS number when these numbers change on the patron account. It also will give users the ability to view and update their notification method for each individual hold in My Account.</p><ol><li>This project addresses desired behavior in the following scenarios:<ol><li>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&nbsp; set to True.</li><li>The default phone number for the preferred notification method setting is changed while the user has existing holds with phone_notify set to True.</li><li>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.</li></ol></li><li>When staff makes the changes outlined in requirement 1&nbsp; in the client, upon saving the user record, a dialog should appear.<ol><li>This dialog should inform staff that there are existing holds using that particular notification method.</li><li>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.&nbsp; A checkbox should be available for each phone / SMS number, allowing users to select one or more numbers.</li><li>The dialog should ask the user if the phone or SMS number(s) for the listed holds should be updated.</li><li>The system should replace the selected phone/SMS numbers/carriers with the new phone/SMS number and carrier.</li></ol></li><li>If staff update the daytime, evening or other phone number on the user record, but does not update the default notification hold number on the same save, and the user has enabled phone as a default notification method, the dialog should also ask staff if the default hold notification number should be updated.</li><li>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.</li><li>The dialog should only appear for and list holds that are not canceled, fulfilled or on the holds shelf.</li><li>The notification method should also display for each hold in the patron's My Account&nbsp;<em>Items on Hold</em> tab.<ol><li>The table should display the phone number, text number and/or e-mail address that will be used to notify the patron when the hold arrives.<ol start="1" style="list-style-type: lower-roman;"><li>If multiple notification methods were enabled for the hold, the data for each method should display.</li><li>If no notification method was enabled for the hold,&nbsp;a string should display telling the user that no notification method was used.</li></ol></li><li>The patron should be able to update this notification information by clicking the&nbsp;<em>Edit</em> link.<br>&nbsp;</li></ol></li></ol><p>===Sample Dialog Messages===</p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span id="docs-internal-guid-62279941-6b62-a867-e19d-05a5abdd324c"><span style="font-size: 11pt; font-family: Arial; color: rgb(0, 0, 0); background-color: transparent; font-weight: 700; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">Message in staff client after updating Daytime Phone Number.</span></span><br>&nbsp;</p><div><span id="docs-internal-guid-62279941-6b63-b4ea-6d1e-d5f91b13ecb2"><span style="font-size: 11pt; font-family: Arial; color: rgb(0, 0, 0); background-color: transparent; font-weight: 700; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"><img height="239" src="https://lh6.googleusercontent.com/dmMYnCp29L7sQfWUEcEIvc7Go977-3Yrj50gjpj6uzxRRENbRS_k9r9ly91UGTm3S0MOl4ZOgrNW3BYJt60OlaLoHL6HR7UyfQCqqZW3_ztjIKYVliavUvQYV8IG6t-Iw7yJDr78" style="border-width: initial; border-style: none; transform: rotate(0rad);" width="572"></span></span></div><div>&nbsp;</div><div><span style="background-color: transparent; color: rgb(0, 0, 0); font-family: Arial; font-size: 11pt; font-weight: 700; white-space: pre-wrap;">Message in staff client after updating SMS number and carrier</span><br>&nbsp;</div><div><span id="docs-internal-guid-62279941-6b64-694d-859e-b580c478eede"><span style="font-size: 11pt; font-family: Arial; color: rgb(0, 0, 0); background-color: transparent; font-weight: 700; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"><img height="242" src="https://lh4.googleusercontent.com/Ohls5cXrLOCLWFKlRanfzZqkYH7iN9xbpYKGjC_lwi4MkUFbUyqf4VNo63xdHWNeZBQnOZwPgNStS-qiTxncxT41p1r_52RWdKrfUW0uvtrFayl0PGwWUR1LEICDxGXsrMPWEkIK" style="border-width: initial; border-style: none; transform: rotate(0rad);" width="563"></span></span></div><div>&nbsp;</div><div><span><span style="font-size: 11pt; font-family: Arial; color: rgb(0, 0, 0); background-color: transparent; font-weight: 700; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"><strong>Message in staff client after updating phone number on record without updating the default hold notification number (existing holds)</strong></span></span></div><div>&nbsp;</div><div>&nbsp;&nbsp;<img height="251" src="https://lh6.googleusercontent.com/GrEgI48vVQ22L_I2CXSbbMbH2cUUVx7u-S9Sc03td6nXRVWtNMeKfEAlC2x2T1SJTNsgTmXcczKDNHFkEcd8Z-hSh621FeY3YoEkeqcB-T374qt14rOdxYKb1g585-kDhWqxhNfl" style="background-color: transparent; color: rgb(0, 0, 0); font-family: Arial; font-size: 11pt; font-weight: 700; white-space: pre-wrap; border-width: initial; border-style: none; transform: rotate(0rad);" width="577"></div><p>&nbsp;</p><p><strong>Message in staff client after updating phone number on record without updating the default hold notification number (no holds)</strong></p><p>&nbsp;&nbsp;<img height="221" src="https://lh5.googleusercontent.com/BafmLnSVJsJQgPNRdNTrcsmbimOg8LI8f91DYy6nLEwcnR0kKN4n1ee5oX-_WIuXCKoTHJZ_eEAif9x3-9M0IBnf9OW47A9_VBEph8e5Z1FRAoNM5xJjOdfcur1inyTs-bfe7bGs" style="background-color: transparent; color: rgb(0, 0, 0); font-family: Arial; font-size: 11pt; font-weight: 700; white-space: pre-wrap; border-width: initial; border-style: none; transform: rotate(0rad);" width="574"></p><div>&nbsp;</div><div>&nbsp;</div><div><span style="background-color: transparent; color: rgb(0, 0, 0); font-family: Arial; font-size: 11pt; font-weight: 700; white-space: pre-wrap;">Message in public catalog after updating default notification phone number</span><br>&nbsp;</div><div><span id="docs-internal-guid-62279941-6d5e-6c39-4850-a3ee893d0d79"><span style="font-size: 11pt; font-family: Arial; color: rgb(0, 0, 0); background-color: transparent; font-weight: 700; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"><img height="247" src="https://lh5.googleusercontent.com/mm3pB2qfyxfN9Tdpo-VpI4gaP4n85VSDnuvlllZmws-T0Dt16Lfi_vwzeH8KZ1-8SjKlIpl2PShLGLNH8QJqKrwnhF8wZ0juGsv3c0EDqR8I1KGqleOfpGqjr9p882whnXqoV1h8" style="border-width: initial; border-style: none; transform: rotate(0rad);" width="569"></span></span></div><div>&nbsp;</div><div>===Mockup for My Account holds interface===</div><div>&nbsp;</div><div><a href="http://masslnc.org/system/files/u71/my-account-notify.png"><img alt="" src="/system/files/u71/my-account-notify.png" style="width: 700px; height: 217px;"></a></div>
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<p>==Holds Notification Numbers==<br><strong>HOLDS-01-2018</strong></p><p>This project allows users to easily update the hold notification phone number or SMS number when these numbers change on the patron account. It also will give users the ability to view and update their notification method for each individual hold in My Account.</p><p>Based on the MassLNC Idea and Discussion at&nbsp;<a href="http://masslnc.org/node/3311">http://masslnc.org/node/3311</a></p><p>Related Launchpad bugs at&nbsp;<a href="https://bugs.launchpad.net/evergreen/+bug/1570072">https://bugs.launchpad.net/evergreen/+bug/1570072</a>&nbsp;and&nbsp;<a href="https://bugs.launchpad.net/evergreen/+bug/1720005">https://bugs.launchpad.net/evergreen/+bug/1720005</a>.</p><ol><li>This project addresses desired behavior in the following scenarios:<ol><li>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&nbsp; set to True.</li><li>The default phone number for the preferred notification method setting is changed while the user has existing holds with phone_notify set to True.</li><li>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.</li></ol></li><li>When staff makes the changes outlined in requirement 1&nbsp; in the client, upon saving the user record, a dialog should appear.<ol><li>This dialog should inform staff that there are existing holds using that particular notification method.</li><li>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.&nbsp; A checkbox should be available for each phone / SMS number, allowing users to select one or more numbers.</li><li>The dialog should ask the user if the phone or SMS number(s) for the listed holds should be updated.</li><li>The system should replace the selected phone/SMS numbers/carriers with the new phone/SMS number and carrier.</li></ol></li><li>If staff update the daytime, evening or other phone number on the user record, but does not update the default notification hold number on the same save, and the user has enabled phone as a default notification method, the dialog should also ask staff if the default hold notification number should be updated.</li><li>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.</li><li>The dialog should only appear for and list holds that are not canceled, fulfilled or on the holds shelf.</li><li>The notification method should also display for each hold in the patron's My Account&nbsp;<em>Items on Hold</em> tab.<ol><li>The table should display the phone number, text number and/or e-mail address that will be used to notify the patron when the hold arrives.<ol start="1" style="list-style-type: lower-roman;"><li>If multiple notification methods were enabled for the hold, the data for each method should display.</li><li>If no notification method was enabled for the hold,&nbsp;a string should display telling the user that no notification method was used.</li></ol></li><li>The patron should be able to update this notification information by clicking the&nbsp;<em>Edit</em> link.<br>&nbsp;</li></ol></li></ol><p>===Sample Dialog Messages===</p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span id="docs-internal-guid-62279941-6b62-a867-e19d-05a5abdd324c"><span style="font-size: 11pt; font-family: Arial; color: rgb(0, 0, 0); background-color: transparent; font-weight: 700; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;">Message in staff client after updating Daytime Phone Number.</span></span><br>&nbsp;</p><div><span id="docs-internal-guid-62279941-6b63-b4ea-6d1e-d5f91b13ecb2"><span style="font-size: 11pt; font-family: Arial; color: rgb(0, 0, 0); background-color: transparent; font-weight: 700; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"><img height="239" src="https://lh6.googleusercontent.com/dmMYnCp29L7sQfWUEcEIvc7Go977-3Yrj50gjpj6uzxRRENbRS_k9r9ly91UGTm3S0MOl4ZOgrNW3BYJt60OlaLoHL6HR7UyfQCqqZW3_ztjIKYVliavUvQYV8IG6t-Iw7yJDr78" style="border-width: initial; border-style: none; transform: rotate(0rad);" width="572"></span></span></div><div>&nbsp;</div><div><span style="background-color: transparent; color: rgb(0, 0, 0); font-family: Arial; font-size: 11pt; font-weight: 700; white-space: pre-wrap;">Message in staff client after updating SMS number and carrier</span><br>&nbsp;</div><div><span id="docs-internal-guid-62279941-6b64-694d-859e-b580c478eede"><span style="font-size: 11pt; font-family: Arial; color: rgb(0, 0, 0); background-color: transparent; font-weight: 700; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"><img height="242" src="https://lh4.googleusercontent.com/Ohls5cXrLOCLWFKlRanfzZqkYH7iN9xbpYKGjC_lwi4MkUFbUyqf4VNo63xdHWNeZBQnOZwPgNStS-qiTxncxT41p1r_52RWdKrfUW0uvtrFayl0PGwWUR1LEICDxGXsrMPWEkIK" style="border-width: initial; border-style: none; transform: rotate(0rad);" width="563"></span></span></div><div>&nbsp;</div><div><span><span style="font-size: 11pt; font-family: Arial; color: rgb(0, 0, 0); background-color: transparent; font-weight: 700; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"><strong>Message in staff client after updating phone number on record without updating the default hold notification number (existing holds)</strong></span></span></div><div>&nbsp;</div><div>&nbsp;&nbsp;<img height="251" src="https://lh6.googleusercontent.com/GrEgI48vVQ22L_I2CXSbbMbH2cUUVx7u-S9Sc03td6nXRVWtNMeKfEAlC2x2T1SJTNsgTmXcczKDNHFkEcd8Z-hSh621FeY3YoEkeqcB-T374qt14rOdxYKb1g585-kDhWqxhNfl" style="background-color: transparent; color: rgb(0, 0, 0); font-family: Arial; font-size: 11pt; font-weight: 700; white-space: pre-wrap; border-width: initial; border-style: none; transform: rotate(0rad);" width="577"></div><p>&nbsp;</p><p><strong>Message in staff client after updating phone number on record without updating the default hold notification number (no holds)</strong></p><p>&nbsp;&nbsp;<img height="221" src="https://lh5.googleusercontent.com/BafmLnSVJsJQgPNRdNTrcsmbimOg8LI8f91DYy6nLEwcnR0kKN4n1ee5oX-_WIuXCKoTHJZ_eEAif9x3-9M0IBnf9OW47A9_VBEph8e5Z1FRAoNM5xJjOdfcur1inyTs-bfe7bGs" style="background-color: transparent; color: rgb(0, 0, 0); font-family: Arial; font-size: 11pt; font-weight: 700; white-space: pre-wrap; border-width: initial; border-style: none; transform: rotate(0rad);" width="574"></p><div>&nbsp;</div><div>&nbsp;</div><div><span style="background-color: transparent; color: rgb(0, 0, 0); font-family: Arial; font-size: 11pt; font-weight: 700; white-space: pre-wrap;">Message in public catalog after updating default notification phone number</span><br>&nbsp;</div><div><span id="docs-internal-guid-62279941-6d5e-6c39-4850-a3ee893d0d79"><span style="font-size: 11pt; font-family: Arial; color: rgb(0, 0, 0); background-color: transparent; font-weight: 700; font-variant-numeric: normal; font-variant-east-asian: normal; vertical-align: baseline; white-space: pre-wrap;"><img height="247" src="https://lh5.googleusercontent.com/mm3pB2qfyxfN9Tdpo-VpI4gaP4n85VSDnuvlllZmws-T0Dt16Lfi_vwzeH8KZ1-8SjKlIpl2PShLGLNH8QJqKrwnhF8wZ0juGsv3c0EDqR8I1KGqleOfpGqjr9p882whnXqoV1h8" style="border-width: initial; border-style: none; transform: rotate(0rad);" width="569"></span></span></div><div>&nbsp;</div><div>===Mockup for My Account holds interface===</div><div>&nbsp;</div><div><a href="http://masslnc.org/system/files/u71/my-account-notify.png"><img alt="" src="/system/files/u71/my-account-notify.png" style="width: 700px; height: 217px;"></a></div>
Current revision:

Hold Notification Numbers Requirements

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. It also will give users the ability to view and update their notification method for each individual hold in My Account.

Based on the MassLNC Idea and Discussion at http://masslnc.org/node/3311

Related Launchpad bugs at https://bugs.launchpad.net/evergreen/+bug/1570072 and https://bugs.launchpad.net/evergreen/+bug/1720005.

  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. If staff update the daytime, evening or other phone number on the user record, but does not update the default notification hold number on the same save, and the user has enabled phone as a default notification method, the dialog should also ask staff if the default hold notification number should be updated.
  4. 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.
  5. The dialog should only appear for and list holds that are not canceled, fulfilled or on the holds shelf.
  6. The notification method should also display for each hold in the patron's My Account Items on Hold tab.
    1. The table should display the phone number, text number and/or e-mail address that will be used to notify the patron when the hold arrives.
      1. If multiple notification methods were enabled for the hold, the data for each method should display.
      2. If no notification method was enabled for the hold, a string should display telling the user that no notification method was used.
    2. The patron should be able to update this notification information by clicking the Edit link.
       

Sample Dialog Messages

Message in staff client after updating Daytime Phone Number.
 

 
Message in staff client after updating SMS number and carrier
 
 
Message in staff client after updating phone number on record without updating the default hold notification number (existing holds)
 
  

 

Message in staff client after updating phone number on record without updating the default hold notification number (no holds)

  

 
 
Message in public catalog after updating default notification phone number
 
 

Mockup for My Account holds interface