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  1. ERM Platform
  2. ERM-79

Set supplementary information for a licence

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    Details

    • Template:
    • Sprint:
      ERM Sprint 61
    • Story Points:
      2
    • Development Team:
      Bienenvolk

      Description

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

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

      Workflow / UI Notes

      • Set from within License (edit pane) > Supplementary Information panel when editing the License record.
      • Display within License (preview pane) > Supplementary Information panel.
      • Sort by
        • document category (alphabetic)
        • document name (alphabetic)

      Data stored for supplementary documents associated with License 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:
        • Consortium authorisation statement
        • Product data sheet
        • Vendor terms and conditions

      Notes, constraints and business rules

      • A License 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)

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                Assignee:
                ostephens Owen Stephens
                Reporter:
                jag.goraya Jag Goraya
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                  Dates

                  Created:
                  Updated:
                  Resolved:

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