Required Fields Based on Hold Notification Preferences Too Strict
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
Evergreen |
Confirmed
|
Medium
|
Unassigned |
Bug Description
Evergreen 3.5
Bug 1570072 introduced some required fields based on the user preferences for hold notification on the patron registration screen that are too strict.
Staff can select patron notification checkboxes for phone, email, and SMS (if enabled) on the registration/edit screen.
The 3.5 registration screen requires that:
- if phone notification is checked, the default phone user setting field is required
- if email notification is checked, the email address field in the patron record is required
- if SMS notification is checked, the Default SMS/Text Number is required, when the number is filled in the carrier becomes required
The SMS requirement is an improvement, but issues with the phone and email preferences are:
1. The Default Phone Number user setting is not required when phone notification is selected. Without the user setting, the patron's Day Phone is used for notification
2. Prior to 3.5 it has been possible for patron to have email as a notification preference, but no email address. The Place Hold screen handles the mismatch. When placing a hold, email notification will be set to FALSE
To streamline patron creation and updates, it should be possible to save the patron record when the email field and Default Phone Number user preference are not set, but the phone and email notification preferences are set.
tags: |
added: circ-holds removed: holds |
I am confirming the problem with the Default Phone Number. If Phone is checked as the default hold notification preference and there is no Default Phone Number entered, it should still save as long as there is a Daytime Phone. It shouldn't be necessary for staff to have to enter the phone number twice if they are the same number (which they *usually* are).
Although I see the point about the email address, I don't necessarily agree. I think if Email is selected as a hold notification preference default, it should require the email address to be stored. We use the email address for a lot of different types of notifications other than hold notices, but if a patron really doesn't want it to be stored in their record and receive those other notices, they still have the option of checking the email box and entering their email address at the time of hold placement.