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