Page History

Acq3

• (deprecated) Settings (Receiving): Can view and edit settings
• Acq2
• Invoice: Can view, edit and delete Invoices and Invoice lines
• Invoice: Export search results
• Orders:

Acq3

A rough draft based on the Voyager Acq3 permissions set, which Lisa Maybury and Joanna Cerro have; need a better name for this.  How does FOLIO handle serials patterns?!  Voyager had explicit permissions for patterns.

Can this be merged with BHI del HI???

• Finance: View ledger
• Inventory: Move holdings
• Inventory: Move items
• Inventory: View, create, edit instances
• Inventory: View, create, edit, delete holdings
• Inventory: View, create, edit, delete items
• Inventory: View instance records being suppressed for staff
• Invoice: all permissions for Create, View, Edit and Delete invoice
• Notes: Can assign and unassign a note
• Notes: Can create a note
• Notes: Can delete a note
• Notes: Can edit a note
• Notes: Can view a note
• Orders: Create order lines
• Orders: Create orders
• Orders: Delete order lines
• Orders: Edit order lines
• Orders: Edit orders
• Orders: Remove orders
• Orders: Reopen purchase orders
• Orders: Unopen purchase orders
• Organizations: Interface usernames and passwords: view, edit, create, delete
• Organizations: View, edit, create
• Organizations: View, edit, delete
• Receiving: View, edit, create
• Settings (Data import): Can view only
• Settings (Orders): Can view all settings
• Settings (Orders): Can view, edit, create new Order TemplatesReceiving: View, edit, delete
• Settings (Orders): Can view and edit settings, edit, delete Order Templates
• Settings (Organizations): Can view and edit settings
• Settings (Receiving): Can view and edit settings
• UI: invoice module is enabled
• UI: ui-notes module is enabled

Acq2

Very similar to acq3 except N Pattern_Add_Update, Pattern_Delete, Vendor_Delete, Change_Line_Item Bib; Y Pattern_View_Only.

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Acq2

• (deprecated) Orders: Create order lines
• (deprecated) Orders: Create orders
• (deprecated) Orders: Delete order lines
• (deprecated) Orders: Edit order lines
• (deprecated) Orders: Edit orders
• (deprecated) Orders: Remove orders
• Acq1
• BUG FIX - MIssing Permissions for Invoice Data Import
• Inventory: Create order from instance
• Inventory: Move holdings
• Inventory: Move items
• Inventory: View, create, edit instances

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• Inventory: View, create, edit, delete holdings
• Inventory: View, create, edit, delete items

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• Invoice: Can

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• view, edit and create new Invoices and Invoice lines
• Orders: Approve purchase orders
• Orders: Can create new Orders and Order lines
• Orders: Can delete Orders and Order lines
• Orders: Can edit Orders and Order lines
• Orders: Can view Orders and Order lines
• Orders: Update encumbrances

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• Organizations: Interface usernames and passwords: view
• Organizations: View, edit

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• quickMARC: Derive new MARC bibliographic record
• quickMARC: View, edit MARC bibliographic record

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• Receiving: View, edit, delete
• Settings (Data import): Can view only

Acq1

• (deprecated) Orders: View order lines
• (deprecated) Orders: View orders
• Call number browse: View permissions
• HIDDEN - All orders-storage pieces perms
• Inventory: Enable staff suppress facet
• Inventory: Import single bibliographic records

Acq1

In Voyager, similar to acq2; but Vendor view-only, no order deletes; can we use BHI del HI instead? Very similar to Acq Serials.

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• Inventory: View instances, holdings, and items
• Inventory: View, create holdings
• Inventory: View, create, edit items
• Notes: Can assign and unassign a note
• Notes: Can create a note
• Notes: Can delete a note
• Notes: Can edit a note
• Notes: Can view a note
• Orders:

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• Can view Orders and Order lines

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• Organizations: View
• Receiving: View, edit

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Acq Serials - not assigned to anyone at this point (using BHI del HI instead)

Based on Voyager's ser set -which looks identical to claims (at least for RMC, just above this is the spreadsheet) except claims is Item View Only, not Add Update or Delete.  (And Vger's ser is for serials, not monographs, but FOLIO doesn't differentiate.)  Can we use this for serials AND claims?

• , create
• Settings (Data import): Can view only
• Subject browse: View permissions

Acq Unopen Reopen

Unopening and reopening records can create accidental duplicate records, so it's only given to Acq3.  Occasionally someone without Acq3 permissions needs to do this.

• Orders: Reopen purchase orders
• Orders: Unopen purchase orders

Invoice Line Delete

AB 8/4/21 Some staff need to delete invoice lines; but "Invoice: Can view, edit and delete invoices and invoice lines" also allows staff to delete invoices, which we don't want them doing.  We've submitted an enhancement request to have "delete invoice lines" as a separate permission.  For now we're assigning a hidden permission.  Not sure if the second line is needed.  

AB 1/3/22 We're on Juniper now.  "Delete invoice lines" is not yet its own permission.

• Invoice - delete an existing Invoice line
• Invoice storage - delete invoice line

Move Holdings and Items

There can be problems with moving something that's on order, and the app owners recommend that these permissions be issued sparingly.

• Inventory: Move holdings
• Inventory: Move items

Order Templates

Acq3 has this included, but supervisors wanted several other staff to be able to do this as well.

• Settings (Orders): Can view, edit, create new Order Templates
• Settings (Orders): Can view, edit, delete Order Templates
• Finance: View ledger
• Inventory: View instances, holdings, and items
• Inventory: View, create, edit, delete items
• Notes: Can assign and unassign a note
• Notes: Can create a note
• Notes: Can delete a note
• Notes: Can edit a note
• Notes: Can view a note
• Orders: View order lines
• Orders: View orders
• Receiving: View, edit
• UI: invoice module is enabled
• UI: ui-notes module is enabled