Page History

Acq3

Amy met with Lisa, Joanna, Jean, Laura on June 8 to fine-tune in Iris. 

• (deprecated) Settings (Receiving): Can view and edit settings
• Acq2
• Inventory: Import single bibliographic records
• Inventory: Move holdings
• Inventory: Move items
• Inventory: View instance records being suppressed for staff
• Inventory: View, create, edit instances
• Inventory: View, create, edit, delete holdings
• Inventory: View, create, edit, delete items
• Invoice: Can view, edit and create new Invoices and Invoice lines
• Invoice: Can view, edit and delete Invoices and Invoice lines
• 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 ordersInvoice: Export search results
• Orders: Reopen purchase orders
• Orders: Unopen purchase ordersOrders: Update encumbrances
• Organizations: Interface usernames and passwords: view, edit, create, delete
• Organizations: View, edit, create
• Receiving: View, edit, create
• Receiving: View, edit, deleteSettings (Data import): Can view only
• Settings (Orders): Can view and edit all settings
• Settings (Orders): Can view, edit, create new Order Templates
• Settings (Orders): Can view, edit, delete Order Templates
• Settings (Organizations): Can view and edit settings
• Settings (Receiving): Can view and edit settings

Acq2

Amy met with Lisa, Joanna, Jean, Laura on June 8 to fine-tune in Iris. 

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 instanceInventory: Import single bibliographic records
• Inventory: Move holdings
• Inventory: Move itemsInventory: View instance records being suppressed for staff
• Inventory: View, create, edit instances
• Inventory: View, create, edit, delete holdings
• Inventory: View, create, edit, delete items
• Invoice: Can view, edit and create new Invoices and Invoice lines
• Notes: Can assign and unassign a note
• Orders: Approve purchase orders
• OrdersNotes: Can create a noteNotesnew Orders and Order lines
• Orders: Can delete a noteOrders and Order lines
• OrdersNotes: Can edit a note
• Notes: Can view a note
• Orders: Create order Orders and Order lines
• Orders: Create orders
• Orders: Delete order lines
• Orders: Edit order lines
• Orders: Edit orders
• Orders: Remove ordersCan view Orders and Order lines
• Orders: Update encumbrances
• Organizations: Interface usernames and passwords: view
• Organizations: View, editReceiving
• quickMARC: Derive new MARC bibliographic record
• quickMARC: View, edit , createMARC bibliographic record
• 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
• Inventory: View instance records being suppressed for staffinstances, 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: View order Can view Orders and Order lines
• OrdersOrganizations: View ordersOrganizations
• Receiving: ViewReceiving: View, edit, create, edit, 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