Intake Story Summary

Owned by Megan Forbes
Last updated: Dec 07, 2009Version comment

User Story Summaries are for capturing notes about broad user stories, or user story themes, related to a particular topic. These may be used as inspiration and source material for creating specific user stories, which may in turn be implemented in various system releases. Some of these broad stories, or themes, may not be implemented in the 1.0 release.

Generic Procedural Stories

 Generic Procedural Stories
Procedures stories

User can create a procedural record

  • User can create a quick procedural record
  • User can create a procedural record from the create new wizard
  • User can create a procedural record from a template
  • User can create a procedural record from an existing record

User can create a procedural identification number

  • User can create a procedural id number from scratch
  • System can provide the next available procedural id number from a user-selected pattern
  • User can modify a procedural id number created from a pattern

User can add data to a procedural record

  • User can add alphanumeric values to a procedural record
  • User can add calendar dates to a procedural record
  • User can add structured dates to a procedural record
  • User can add currency to a procedural record
  • User can add dimensions to a procedural record
  • User can choose an item from a controlled list in a procedural record
  • User can add a term from an authority to a procedural record
  • User can repeat a field in a procedural record
  • User can denote the "primary" field (of a repeated field) in a procedural record

User can create a new Object record from a procedural record

User can create a new procedural record from a procedural record

  • User can create a new Intake record from a procedural record
  • User can create a new Acquisition record from a procedural record
  • User can create a new Loan record from a procedural record
  • User can create a new Exit record from a procedural record
  • User can create a new Condition record from a procedural record
  • User can create a new Conservation record from a procedural record
  • User can create a new Location record from a procedural record
  • User can create a new Movement record from a procedural record
  • User can create a new Valuation record from a procedural record
  • User can create a new Insurance record from n procedural record
  • User can create a new Rights record from a procedural record

User can create a new organizational record from a procedural record

  • User can create a new Vocabulary record from a procedural record
  • User can create a new Media Support record from a procedural record
  • User can create a new Storage Location record from a procedural record
  • User can create a new Collection record from a procedural record
  • User can create a new Template from a procedural record

User can pivot from a procedural record to an Object record

User can pivot from a procedural record to a procedural record

  • User can pivot from a procedural record to an Intake record
  • User can pivot from a procedural record to an Acquisition record
  • User can pivot from a procedural record to a Loan record
  • User can pivot from a procedural record to an Exit record
  • User can pivot from a procedural record to a Condition record
  • User can pivot from a procedural record to a Conservation record
  • User can pivot from a procedural record to a Location record
  • User can pivot from a procedural record to a Movement record
  • User can pivot from a procedural record to a Valuation record
  • User can pivot from a procedural record to an Insurance record
  • User can pivot from a procedural record to a Rights record

User can pivot from a procedural record to an organizational record

  • User can pivot from a procedural record to a Vocabulary record
  • User can pivot from a procedural record to a Media Support Record
  • User can pivot from a procedural record to a Storage Location record
  • User can pivot from a procedural record to a Collection record

User can create a relationship between a procedural record and an Object record

User can create a relationship between a procedural record and a procedural record

  • User can create a relationship between a procedural record and an Intake record
  • User can create a relationship between a procedural record and an Acquisition record
  • User can create a relationship between a procedural record and a Loan record
  • User can create a relationship between a procedural record and an Exit record
  • User can create a relationship between a procedural record and a Condition record
  • User can create a relationship between a procedural record and a Conservation record
  • User can create a relationship between a procedural record and a Location record
  • User can create a relationship between a procedural record and a Movement record
  • User can create a relationship between a procedural record and a Valuation record
  • User can create a relationship between a procedural record and an Insurance record
  • User can create a relationship between a procedural record and a Rights record

User can create a relationship between a procedural record and an organizational record

  • User can create a relationship between a procedural record and a Vocabulary record
  • User can create a relationship between a procedural record and a Media Support Record
  • User can create a relationship between a procedural record and a Storage Location record
  • User can create a relationship between a procedural record and a Collection record

User can view Object records related to a procedural record

User can view procedural records related to a procedural record

  • User can view the relationship between a procedural record and an Intake record
  • User can view the relationship between a procedural record and an Acquisition record
  • User can view the relationship between a procedural record and a Loan record
  • User can view the relationship between a procedural record and an Exit record
  • User can view the relationship between a procedural record and a Condition record
  • User can view the relationship between a procedural record and a Conservation record
  • User can view the relationship between a procedural record and a Location record
  • User can view the relationship between a procedural record and a Movement record
  • User can view the relationship between a procedural record and a Valuation record
  • User can view the relationship between a procedural record and an Insurance record
  • User can view the relationship between a procedural record and a Rights record

User can view organizational records related to a procedural record

  • User can view the relationship between a procedural record and a Vocabulary record
  • User can view the relationship between a procedural record and a Media Support Record
  • User can view the relationship between a procedural record and a Storage Location record
  • User can view the relationship between a procedural record and a Collection record

Intake-Specific Stories

User may choose to move a selection of records associated with an intake to another procedure (e.g. Acquisition)