Acquisitions

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
• Receiving: View, edit, delete
• Settings (Orders): Can view and edit settings
• 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.

• Finance: View ledger
• Inventory: View instance records being suppressed for staff
• 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 lines
• Orders: View orders
• Organizations: Interface usernames and passwords: view
• Organizations: View, edit
• Receiving: View, edit
• UI: invoice module is enabled
• UI: ui-notes module is enabled

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.

• Finance: View ledger
• Inventory: View instance records being suppressed for staff
• 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: View order lines
• Orders: View orders
• Organizations: View
• Receiving: View, edit
• UI: invoice module is enabled
• UI: ui-notes module is enabled

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?

• 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