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  1. UX Product
  2. UXPROD-2875

Agreements Organisation management

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Details

    • New Feature
    • Status: Closed (View Workflow)
    • TBD
    • Resolution: Done
    • None
    • Kiwi (R3 2021)
    • None
    • Bienenvolk
    • R2 2021
    • R4
    • R3
    • R3
    • R1
    • R2
    • R5

    Description

      Current situation or problem:
      Organisations can be linked to agreements with each organisation playing a specific "role". The Vendor role is treated in a special way, preventing this being used multiple times for a single agreement and displaying it in an agreement summary.

      Institutions wish to:

      • Record multiple roles per organisation
      • Be able to define their own organisation roles
      • Be able to (optionally) nominate a "primary" organisation for display in an agreement summary
      • Not be limited to the number of organisations that can be related to a specific role

      In scope

      • Changes to backend/UI to support multiple roles per agreement
      • Support for an "organisation note" and "role notes"
      • Support for tenant definition of roles (i.e. able to create and label roles at a tenant level)
      • Support for marking a single "primary" organisation for display in an agreement summary

      Out of scope

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                ostephens Owen Stephens
                ostephens Owen Stephens
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                Dates

                  Created:
                  Updated:
                  Resolved:

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