Set supplementary information for an Agreement

eResource Managers can optionally add supplementary documents to an Agreement record, as well as remove them or edit their details.

• No other non-admin roles can manage supplementary Agreement information

Workflow / UI Notes

• Set from within Agreement (edit pane) > Supplementary Information panel when editing the Agreement record.
• Display within Agreement (preview pane) > Supplementary Information panel.

Data stored for supplementary documents associated with Agreement records:

• Name (string) (required)
• document location (at least one of the following is required)
  • Physical Location (string)
  • URL (url)
• Note (paragraph) (optional)
• Document Category (tenant-defined list, no default) (optional required). For test purposes, pre-populate options with:
  • No categories for test purposes at this time
• If no Document Category are defined, do not display option to set Document Category in Agreement (edit pane) > Supplementary Information

Notes, constraints and business rules

• An Agreement can have 0, 1 or multiple supplementary information documents associated with it.
• Each supplementary document may have 0 or 1 document category
• Document Category options are for supplementary information only

Out of Scope

• File upload
• UI for configuring document categories

Assumed FOLIO UI conventions are followed for fields and validation, including visual indicators for presenting external URLs and display of empty fields (such as notes)