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Task 1.1: Create and assign acquisition units to agreements

Task 1.1: Create and assign acquisition units to agreements

This task is designed to gather feedback on the mechanisms for assigning and viewing acquisitions units on an agreement

Using the spreadsheet https://docs.google.com/spreadsheets/d/1aPzKeLSUv7_YiRJ2teH7OjeZ_BOYIQruTW7ta6I_hOM/edit?usp=sharing please give feedback on:

  • The clarity of the acquisition units field and assignment process in the agreement

  • Whether the acquisition unit assignment is clearly visible when viewing the agreement

  • Any confusion about how acquisition units work or how to assign them

  • Missing information or documentation you'd like to see

  • Anything else

When creating acquisition units and agreements, please treat the names given in the instructions (Science Team, Science Database etc.) as suggestions. In order to avoid clashing with others carrying out the same UAT it’s better to create your own unique names for units and agreements.

  1. Login to Snapshot or Snapshot-2 or Eureka Snapshot Folio with the username/password: diku_admin / admin

  2. Navigate to Settings → Acquisition Units

  3. Create a new acquisition unit called "Science Team" with the checkboxes for Edit, Create and Delete checked

  4. Assign your user with the role-erm-admin permission set / “ERM Admin” authorisation role to the acquisition unit

  5. Logout, and log back in as your user

  6. Navigate to the Agreements app

  7. Create a new agreement called "Science Database Package 2026"

  8. In the agreement edit screen, locate the acquisition units field and assign the "Science Team" acquisition unit to this agreement

  9. Save the agreement and in the agreement view, locate the Acquisition units accordion and verify that the Science Team acquisition unit is displayed

Remember, the point of this task is to allow you to explore the functionality available, so feel free to vary the task and add any feedback you have to the spreadsheet.