When Cancelling a Hold Staff Should Only Be Able to Select Manual Cancel Reasons
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
Evergreen |
Fix Released
|
Wishlist
|
Unassigned |
Bug Description
Evergreen 3.9
When cancelling a hold through the staff catalogue, the patron account, or the holds shelf staff can currently select any cancel reason from the list, even ones that require an action that staff can't manually perform. This can lead to confusion as the cancel reason will display in the patron account on the Recently Canceled Holds tab in the Cancel Cause column.
The current list is:
- Untargeted expiration
- Hold Shelf Expiration
- Patron via phone
- Patron in person
- Staff forced
- Patron via OPAC
- Patron via SIP
- Hold Group Event rollback
The following cancel reasons should be grayed out to prevent staff from accidentally selecting them when manually cancelling holds. (Like how item statuses such as Checked Out and Lost are grayed out in the holdings editor.)
- Untargeted expiration
- Patron via OPAC
- Patron via SIP
- Hold Group Event rollback
I am on the fence about "Hold Shelf Expiration" as Evergreen will automatically cancel holds due to them expiring from the holds shelf but staff could also be handling this manually if a library manually gives different expire periods to different types of items.
Changed in evergreen: | |
status: | New → Confirmed |
Changed in evergreen: | |
milestone: | none → 3.11-beta |
Changed in evergreen: | |
importance: | Undecided → Wishlist |
Changed in evergreen: | |
assignee: | nobody → Galen Charlton (gmc) |
Changed in evergreen: | |
status: | Fix Committed → Fix Released |
This would be a great fix! Also, I'd love to see "Patron via email", as this is the most common cause I want to enter. "Patron via text" comes up occasionally too.