View an Agreement line
1 | Open Agreements app |
2 | Find agreement with agreement line and select in the results list Agreement displayed in Agreement view panel |
3 | Navigate to the Agreement line accordion and open it Agreement line visible in view |
Add agreement line with eHoldings resource
1 | Open Agreement app and select the agreement |
2 | Open “Agreement lines” accordion |
3 | Click “Add agreement line” See New agreement line screen |
4 | Click “eHoldings” button eHoldings resource card displayed with option to Link e-resource |
5 | Click “Link e-resource” eHoldings search and filter displayed |
6 | Find a package and select it in the eHoldings search and filter screen eHoldings search and filter closes, Agreement Line edit screen displays. eHoldings package details display including correct Package content type, Holdings status, Access status type, Provider and Count |
7 | Save and close agreement line |
8 | Close the Agreement line view (cross at top left of Agreement line view pane) Agreement view pane displayed with correct eHoldings resource details displaying |
9 | Open “Agreement lines” accordion Agreement line displayed with eHoldings resource details displaying correctly |
Add agreement line with description only
1 | Open Agreement app and select the agreement |
2 | Open “Agreement lines” accordion |
3 | Click “Add agreement line” See New agreement line screen |
4 | Click in “Description” then immediately click in “Note” (without completing any information in Description) See message “Please provide an e-resource or description to continue” |
5 | Click back to “Description” field and fill in some text (description of the resource the agreement line represents) Error message disappears |
6 | Click “Save and close” Agreement line saves successfully and is displayed in Agreement line view pane with correct description |
7 | Close the Agreement line view (cross at top left of Agreement line view pane) Agreement view pane displayed |
8 | Open “Agreement lines” accordion Agreement line displayed with the Description in the “Name / Description” column |
Remove an Agreement line
1 | Open Agreements app |
2 | Find agreement with agreement line and select in the results list Agreement displayed in Agreement view panel |
3 | Navigate to the Agreement line accordion and open it Agreement line visible in view |
4 | Edit agreement Agreement edit screen displayed |
5 | Navigate to "Agreement lines” section Agreement line card present with agreement line details |
6 | Click the 'trashcan' icon on the agreement line card that is to be removed from the agreement Agreement line card removed from the agreement |
7 | Save and close the agreement Agreement successfully saved, Agreement displayed in Agreement view panel |
8 | Navigate to the “Agreement lines” accordion and open it The removed agreement line is not displayed on the agreement |
Attach a Purchase Order Line (PO Line) to an Agreement line
1 | Open Agreements app |
2 | Find agreement with agreement line and select in the results list Agreement displayed in Agreement view panel |
3 | Edit agreement by clicking on blue Edit button Agreement edit screen displayed |
4 | Navigate to "Agreement lines” section Agreement line card present with agreement line details |
5 | In Agreement Line card select “Add PO Line” button PO Line card added to Agreement Line card view |
6 | Click “Link PO line” button PO line search and filter screen shown |
7 | Find a PO line and select it by clicking on it in the search results PO line search and filter screen closes and PO line details shown in Agreement line card |
8 | Save and close agreement Agreement displayed in Agreement view panel |
9 | Open “Agreement lines” accordion Agreement line displayed with PO line details displaying correctly |
Attach a PO to Agreement line from Agreement line edit screen
1 | Open Agreement app and select the agreement |
2 | Open “Agreement lines” accordion |
3 | Click existing agreement line See agreement line view screen |
4 | Click “Actions” button and choose “Edit” Agreement line edit screen displayed |
5 | Click "Add PO line” PO line card added to Agreement line edit screen |
6 | Click "Link PO line” button PO line search and filter screen shown |
7 | Find a PO line and select it by clicking on it in the search results PO line search and filter screen closes and PO line details shown on Agreement line edit screen |
8 | Save and close agreement line Agreement line displayed with correct PO line details |
9 | Close the Agreement line view (cross at top left of Agreement line view pane) Agreement view pane displayed |
10 | Open “Agreement lines” accordion Agreement line displayed with PO line details displaying correctly |