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Task 1.4: Protect agreement from editing

Task 1.4: Protect agreement from editing

This task is designed to gather feedback on the mechanisms for protecting an agreement from being edited except by members of a specified acquisition unit

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

  • The functionality of protecting an agreement from being edited by using an acquisition unit

  • 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 Protect Edit" with the checkbox for Edit 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 Protect Edit” acquisition unit to this agreement

  9. Save the agreement

  10. Verify you can still see the agreement in search results and you can view the agreement in the view pane

  11. Verify you can edit the agreement by making some minor update and saving the agreement

  12. Logout, and log back in as diku_admin

  13. Verify you can see the agreement in the search results, but that the option to edit the agreement is greyed out

  14. Verify that you cannot add an agreement line to this agreement (the option to “Add new agreement line” is greyed out in the Agreement Line accordion Actions menu)

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.