Separate the ability to delete holdings and items so they depend on different privileges and roles.
Currently, the ability to delete holdings with no inventory and to withdraw items is controlled by the same user role and privilege. 'Physical Inventory Operator Extended' role, 'Physical Inventory Delete' privelege.
This idea proposes to separate those functions into 2 roles:
one will be able to delete empty holdings records (and may be assigned to a broader population of users)
and the other (the 'extended' role) will be able to withdraw items - which is considered a more sensitive action.
This idea was edited by the Alma product team for clarity, see original phrasing below
Dear all
The 'Delete Holdings' link in the 'List of Holdings' page, which was formerly visible to users with the 'Physical Inventory Operator' role, is now visible only to users who have the 'Physical Inventory Operator Extended' role.
This change is a problem because not all the operators can have the physical Inventory Operator Extended role: this role allows operators to delete copies and it is quite dangerous.
It would be better for us that operators with the physical inventory role keep the permission to move copies from an holding to another and then delete the empty holding. (let’s think of a correction of call numbers)
We propose the creation of a second Physical Inventory Operators’ role :
One without the possibility of delete empty holdings
and another one with the possibility of delete them.
So that, according to the job that operators have to do, they could keep doing the work deleting empty holdings
Emanuela Pisanu - University of Siena
shared this idea
Dear community,
The title and description of this idea were updated to better reflect the need. Please let us know if you have comments on this.
Thanks,
Tamar Fuches,
Alma development team
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Luciana Masoni
commented
Yes, I agree. The change introduced by may has cause workflow for us
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Claudia Burattelli
commented
I agree, performing shelf maintenance we often move copies from a holding to another and were satisfied with the possibility of deleting empty holding with the simple inventory operator role. The change introduced by May release worsened our workflow
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Lynne Billington
commented
Yes I agree, it has caused workflow issues for us. I am reluctant to add the extended role for everyone who needs to manage holdings. It is an auditing risk and we are audited on a regular basis.