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  1. ERM Platform
  2. ERM-35

Filter Agreement Search Results by Organisation Role

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Details

    • ERM Sprint 57, ERM Sprint 58
    • Bienenvolk

    Description

      All users can filter Agreement search results by the Role of Organisations linked to an Agreement, eg,

      • "Find all current agreements where the content provider is Wiley"
      • "Find all expired agreements where the vendor is EBSCO"

      Workflow Notes

      • When the Agreements search results are presented, the search pane is presented with an option to filter by both Organisation and Organisation-Role.

      Notes, business rules and constraints

      • Filters are applied cumulatively with other filter options that are set (eg, Agreement Status)
      • Roles are pre-defined:
        • Content Provider
        • Vendor
        • Subscription Agent
      • Users cannot filter by Role alone (ie, without specifying an Organisation)
      • Users can filter by a single Organisation-Role only
      • If no Organisation filter is set, search results are not filtered by Organisation-Role
      • Filter by Organisation-Role does not change default Agreement Search filters.
      • Applies only to SearchAndBrowse view.

      Deliverables / Outputs

      • Extended SearchAndBrowse filters to add optional Role context to Organisation filter.

      TestRail: Results

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                ianibbo Ian Ibbotson
                jag.goraya Jag Goraya
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                  Updated:
                  Resolved:

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