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  1. ERM Platform
  2. ERM-1540

Support for multiple roles per organisation in Agreements

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    Details

    • Template:
      Front-end User Story Template
    • Sprint:
      ERM Sprint 112, ERM Sprint 113, ERM Sprint 114, ERM Sprint 115, ERM Sprint 116, ERM Sprint 117, ERM Sprint 118, ERM Sprint 119
    • Development Team:
      ERM
    • Release:
      R3 2021

      Description

      Purpose:
      A single organization can fulfil multiple roles in relation to a single agreement, and this story is to implement the ability to support this effectively

      Mockups
      New display for an Organization with multiple roles

      New edit card for an Organization with multiple roles

      Error on trying to link a single Organization multiple times to the same agreement

      User story statement(s):

      As a e-resource librarian,
      I want to be able to record multiple roles for a single organization
      so that it is easy for me to indicate where one organization plays multiple roles in relation to the agreement

      As a e-resource librarian,
      I want to be able to record a note about the organization in relation to the agreement
      so I can record some general, free text, information about an organization

      As a e-resource librarian,
      I want to be able to record a note that relates directly to the role an organization fulfils in relation to the agreement
      so I can record some free text, information about an organization fulfilling a specific role

      As a e-resource librarian,
      I want to be able to see information about an organization in relation to an agreement in a glance
      so I can easily understand the relationships between the organization and the agreement

      As a e-resource librarian,
      I want to be able to see which is the main organization to which the agreement is relevant
      so I can easily understand which organization has the primary role in relation to the agreement

      As a e-resource librarian,
      I want to be able define the list of roles that organizations play in relation to an agreement
      so I can record the information I need to in Folio

      As a e-resource librarian,
      I want to be able record multiple organizations fulfilling the same role in relation to an agreement, no matter what the role
      so the information recorded in Folio reflects the reality of relationships between agreements and organizations

      Scenarios:

      1. Scenario:
        • Given Organizations section in Agreement edit screen
        • When I click 'Add organization'
        • Then the organization card appears
      2. Scenario:
        • Given an organization card
        • Then there is an option to set the organization as the "primary organization"
        • And there is an option to "Link organization"
        • And there is an option to enter an Organization note
        • And there is an option to select a role
        • And there is an option to set a note for the role
        • And there is an option to add another role
      3. Scenario:
        • Given an organization card
        • When I click "Link organization"
        • Then I see the Organizations search plugin
      4. Scenario:
        • Given the Organizations search plugin triggered from an Organizations card
        • When I select an Organization in the results list that is not already linked in a card
        • Then the plugin is closed
        • And the card is visible with the organization linked
      5. Scenario:
        • Given the Organizations search plugin triggered from an Organizations card
        • When I select an Organization in the results list that is already linked in another card
        • Then the plugin is closed
        • And the organization is not shown in the card
        • And an error message is displayed "<organization name> was not linked because it is already linked to this agreement"
      6. Scenario:
        • Given the Organization card
        • When I click "add role"
        • Then a new role dropdown and note field are displayed
      7. Scenario:
        • Given I select a role in the "role" drop down
        • When that role has already been assigned to the organization in the card
        • Then an error message is displayed "A role can only be assigned to an organization once within an agreement"
      8. Scenario:
        • Given an Organization card in the Agreements edit view
        • When I check the "Set as Primary organization"
        • Then the check box is checked, and any existing "Set as Primary organization" check box on other Organization cards are cleared (this behaviour can be seen on Organizations -> Contact information addresses)
      9. Scenario:
        • Given an Organization card in the Agreements edit view with the "Set as Primary organization" box checked
        • When I click the "Set Primary organization" box
        • Then the check box is unchecked. It is possible for an agreement to have no primary organization set (this behaviour can be seen on Organizations -> Contact information addresses)
      10. Scenario:
        • Given an agreement displayed in the agreement view pane
        • Then I see the name of the primary organization (if one has been selected) in the Agreement summary (in place of the current "Vendor" display)
      11. Scenario:
        • Given an agreement displayed in the agreement view pane
        • When I open the Organizations accordion
        • Then I see the name of the linked organization
        • And I see if the linked organization is the Primary organization for this agreement
        • And I see a bulleted list of roles that have been set for the organization in relation to the agreement
        • And I see any notes recorded against the roles
        • And I see any notes recorded against the organization in relation to the agreement
        • And I see the interface details from the organization application
      12. Scenario:
        • Given an agreement with a linked organization which has no notes
        • When I open the Organizations accordion
        • Then no notes, or Notes heading displays

      Notes:

      • All notes fields should be able to hold large amounts of data (not restricted to 255 characters)

      Restrictions:

      • It should not be possible to link the same organization twice within a single agreement
      • It should not be possible to assign the same role twice to a single organization

      Migration of existing data

      All notes on existing Org/Agreement links become (from the users perspective) "role notes" (see mockups)

      Where there is an agreement with the same organization linked multiple times to the same agreement, this would result (at least from the user perspective) to the agreement having a single organization with multiple roles. Any notes that were recorded on previous org/role links would become "role notes" (see mockups)

      Where there is an Org linked with role "Vendor" this should be migrated to be the "Primary organization"

       

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                Assignee:
                ostephens Owen Stephens
                Reporter:
                ostephens Owen Stephens
                UX Lead:
                Gill Osguthorpe Gill Osguthorpe
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