Acquisitions

Acq3

Amy met with Lisa, Joanna, Jean, Laura on March 2 to fine-tune.  

• 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: 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
• 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

Amy met with Lisa, Joanna, Jean, Laura on March 2 to fine-tune.  

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

Acq1

Amy met with Lisa, Joanna, Jean, Laura on March 2 to fine-tune. 

• 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
• 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