Page History

1

Open Agreements app

2

Find agreement with agreement line and select in the results list

Expected Result:

Agreement displayed in Agreement view panel

3

Navigate to the Agreement line accordion and open it

Expected Result:

Agreement line visible in view

1

Open Agreement app and select

an agreement

2

Open “Agreement lines” accordion

Steps 1 & 2: see screenshots for "View an Agreement line"

3

Click “Add agreement line” - screenshot 1

Expected Result:

See New agreement line screen

4

Click “Link e-resource” button - screenshot 2

Expected Result:

eHoldings search and filter displayed

5

Find a package and select it in the eHoldings search and filter screen - screenshot 3

Expected Result: 

eHoldings search and filter closes, Agreement Line edit screen displays.

6

Save and close agreement line

- screenshot 4

Expected Result: 

The agreement line is now attached to the Agreement record. 

1

Open Agreement app and select the agreement

2

Open “Agreement lines” accordion - see screenshots from "View an Agreement line" 

3

Click “Add agreement line” - see screenshot 1 from "Add agreement line with eHoldings resource"

Expected Result

See New agreement line screen

4

Click in

“Description” field and fill in

text (description of the resource the agreement line represents)

- required field. You can also add a Note and Active from/Active to dates. 

5

Click “Save and close”

Expected Result

Agreement line saves successfully and is displayed in Agreement line view pane with correct description

1

Open Agreements app

2

Find agreement with agreement line and select in the results

list - see screenshots from "View an Agreement line" 

Expected Result

Agreement displayed in Agreement view panel

3

Edit agreement by clicking on Actions > Edit - screenshot 1

Expected Result

Agreement edit screen displayed

4

Navigate to "Agreement lines” section

Expected Result

Agreement line card present with agreement line details

5

Click the 'trashcan' icon on the agreement line card that is to be removed from the agreement - screenshot 2

Expected Result

Agreement line card removed from the agreement

6

Save and close the agreement

Expected Result

Agreement successfully saved, Agreement displayed in Agreement view panel

1

Open Agreements app

2

Find agreement with agreement line and select in the results

list - see screenshots from "View an Agreement line" 

Expected Result

Agreement displayed in Agreement view panel

3

Edit agreement by clicking on blue Edit button - see screenshot 1 in "Remove an Agreement line"

Expected Result

Agreement edit screen displayed

4

Navigate to "Agreement lines” section

Expected Result

Agreement line card present with agreement line details

5

In Agreement Line card select “Add PO Line” button - screenshot 1 

Expected Result

PO Line card added to Agreement Line card view

6

Click “Link PO line” button - screenshot 2

Expected Result

PO line search and filter screen shown

7

Find a PO line and select it by clicking on it in the search results - screenshot 3

Expected Result

PO line search and filter screen closes and PO line details shown in Agreement line card

8

Save and close agreement - screenshot 4

Expected Result

Agreement displayed in Agreement view panel

1

Open Agreement app and select the

agreement 

2

Open “Agreement lines”

accordion - see screenshots from "View an Agreement line" 

3

Click existing agreement line

Expected Result

See agreement line view screen

4

Click “Actions” button and choose “Edit” - screenshot 1

Expected Result

Agreement line edit screen displayed

5

Click "Add PO line” - screenshot 2

Expected Result

PO line card added to Agreement line edit screen

6

Click "Link PO line” button - same as screenshots 3 & 4 under "Attach a Purchase Order Line (PO Line) to an Agreement line"

Expected Result

PO line search and filter screen shown

7

Find a PO line and select it by clicking on it in the search results

Expected Result

PO line search and filter screen closes and PO line details shown on Agreement line edit screen

8

Save and close agreement line

Expected Result

Agreement line displayed with correct PO line details