Uploaded image for project: 'ERM Platform'
  1. ERM Platform
  2. ERM-173

Manage tags on Agreements

    XMLWordPrintable

    Details

    • Template:
    • Sprint:
      ERM Sprint 61
    • Story Points:
      7
    • Development Team:
      Bienenvolk

      Description

      Value for user:
      Tags are short metadata labels that can be added in an ad hoc manner to items. This enables the user to easily label, and then retrieve using the same label, a set of items (in this case agreements) that they wish to group together or take some action on.

      Examples:

      • A user wishes to tag all agreements that will require a review in April 2020. They add a tag of "April 2020" to the relevant agreements, and then they can search using the tag and retrieve all the relevant agreements for action

      Roles and restrictions:

      • Permission to manage tags on an agreement should be separate to the permission to edit the agreement details
      • A user who has read/view-only permission to the agreement may manage the tags on that agreement

      Workflow / UI expectations:
      1. A user can manage Agreement tags from the Agreements (preview pane) by activating the tags panel

      The tag management interface should follow the pattern established in the Users app

      Business rules & constraints:

      • Manage tags should only be available when enable tags = Y in Settings > Tags > General per FOLIO-1302
      • When setting a tag
        • the user should be prompted to use existing tags that match any text string they have typed

        TestRail: Results

          Attachments

            Issue Links

              Activity

                People

                Assignee:
                ostephens Owen Stephens
                Reporter:
                ostephens Owen Stephens
                Votes:
                0 Vote for this issue
                Watchers:
                4 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases