Agreements (UXPROD-573)

[UXPROD-1467] "Renew" an agreement Created: 24/Jan/19  Updated: 16/Sep/20  Resolved: 16/Dec/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q1 2020
Parent: Agreements

Type: New Feature Priority: P3
Reporter: Owen Stephens Assignee: Owen Stephens
Resolution: Done Votes: 0
Labels: agreements, erm, po-mvp, team-mvp
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by ERM-459 Duplicate Agreement Closed
is defined by ERM-460 Manage linked agreements Closed
is defined by ERM-466 Manage Agreement periods Closed
is defined by ERM-467 Display Agreement periods Closed
is defined by ERM-468 Use current Agreement period in place... Closed
Relates
relates to UXPROD-579 Transition agreements Closed
relates to UXPROD-1469 Cancel Agreements Closed
Epic Link: Agreements
Development Team: Bienenvolk
PO Rank: 77
Rank: Chalmers (Impl Aut 2019): R2
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R1
Rank: 5Colleges (ERM Jun 2020): R1
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R1
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R1
Rank: Leipzig (ERM Aut 2019): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R4

 Description   

Function to support a set of "renewal" functionalities for an Agreement. In this context "renewal" may mean the negotiation of a new Agreement that follows from the original agreement, OR extending or marking a time period the agreement runs forT

Although "renew" is used in this feature name, the truth is that the "renewal" of a subscribed resource will happen at the agreement line or POL level, while agreements have their own periodic cycles and start/end times. This feature is about the agreement level cycles and changes. The purpose of this feature for the user is to be able to effectively manage and record information about how Agreements are managed over time.

The key aspects of this feature are:

  • Enabling the creation of a new agreement based on existing agreement, this will mean copying links and values from the existing agreement and including these (e.g. organisations, contacts, resources) to the new agreement
  • Linking agreements to indicate where one agreement supercedes another agreement
  • Supporting the ability to record "periods" for an agreement with their own start/end dates which can be used to indicate specific time periods in an agreement with information about those periods

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