Licenses, Organizations, and Agreements: linking and removing Licenses and Organizations

Attaching a license to an agreement

Steps

1	Open Agreement app and select agreement - screenshot 1
2	Edit agreement by clicking the Actions > Edit button and navigate to “All licenses” section
3	Click Add License - screenshot 2 Expected Result Card added to Agreement edit screen with “Link license” option
4	Click Link License - screenshot 3 Expected Result License search and sort displayed
5	Find license and select by clicking it in the results list - screenshot 4 Expected Result License search and sort closes and selected license details added to card in Agreement edit screen
6	Set status of license using dropdown menu. You can also add text to the Note field. - screenshot 5
7	Save and close Agreement Expected Result Agreement displays in view pane, and linked license details visible in License accordion

Steps

1	Open Agreement app and select agreement
2	Edit agreement and navigate to “Supplementary documents” section
3	Click “Add supplementary document” Expected Result Supplementary document card added to Agreement edit screen
4	Complete the Name, Category, Physical Location, URL
5	Drag and drop (or use file) to upload file Expected Result File successfully uploaded
6	Click "Save and close" Expected Result Agreement is saved successfully.
7	Navigate to Supplementary documents accordion and expand it Expected Result Supplementary document displayed with details you entered
8	Click URL Expected Result Specified URL opens in a new browser tab or window
9	Click File name Expected Result File is successfully downloaded

Steps

1	Open Agreements app
2	Find agreement with linked license and select in the results list Expected Result Agreement displayed in Agreement view panel
3	Edit agreement Expected Result Agreement edit screen displayed
4	Navigate to the “All licenses” section Expected Result Link license card present
5	Click the 'trashcan' icon on the license card that is to be removed from the agreement Expected Result License card removed from the agreement
6	Save and close the agreement Expected Result Agreement successfully saved, Agreement displayed in Agreement view panel

See screenshots 1 & 2 from "Adding a license to an agreement" to see how to access the Licenses section of an Agreement record.

Steps

1	Open Agreement app and select agreement
2	Edit agreement and navigate to “Organizations” section
3	Click “Add Organization” Expected Result Card added to Agreement edit screen with “Link organization” option
4	Click “Link organization” button Expected Result Organization search and sort displayed
5	Find and select organization Expected Result Organization search and sort closes and selected Organization details added to card in Agreement edit screen
6	Set Role (any value)
7	Add text in Note field
8	Click “Save and Close” Expected Result Agreement is saved successfully.
9	Navigate to Organizations accordion and expand it Expected Result Linked Organization is shown with appropriate role, note and interface details
10	Click on External URL icon for an Interface Expected Result Specified URL opens in a new browser tab or window
11	Click “Show credentials” Expected Result Username and password shown

Steps

1	Open Agreement app and select agreement with linked organization
2	Edit agreement and navigate to “Organizations” section Expected Result Linked organization card visible
3	Click Trash can icon on Organization card Expected Result Linked organization card removed from view
4	Save and Close agreement Expected Result Agreement successfully saves and displays. Linked Organization no longer in Organizations accordion