Packages and agreements

Create a new agreement attached to a package

(Via the eHoldings app / create the agreement from within the package) 

Preconditions

• Minimum permissions: eHoldings: Can edit providers, packages, titles detail records; Agreements: Search & view agreements

Steps

1. Go to the eHoldings app
2. Click on the packages toggle in the Search & filter pane: search for and select a package by clicking on it 
   1. screenshot 1
3. Scroll to the Agreements accordion in the package record and click New button
   1. screenshot 2
   2. A new window – "New agreement" – will open
4. Fill in at least the required fields (marked with asterisk)
   1. screenshot 3
   2. Name, status, and start date are required
5. Click "save & close": blue button in the bottom right-hand corner

Expected Result

Newly created agreement is attached to package - You will need to return to eHoldings to verify.