User Stories (WIP)

Detailed user stories for the Contract management tool

As an Organization Admin...

New Agreement

I Want	So That
To draft a new Agreement (in the “planning/drafting” state)	I can populate and revise Agreement details across one or more session
To give each draft Agreement a name and optional description	I can easily identify the Agreement later
To specify the type of a draft Agreement as either Grower, Nursery, Village Champion or Organization	I can easily identify and group Agreements later
To select a Stakeholder as a Funder for a draft Agreement	I can keep track of who is providing funding for the Agreement
To select a Stakeholder as a Growing Organization for a draft Agreement	I can keep track of who is responsible for tracking trees under the Agreement
To optionally appoint a Coordination/management team for a draft Agreement	I can record who is responsible for enforcing the Agreement
To optionally select a Species Agreement for a draft Agreement	I can specify capture payments dependent on the species of a tree under the Agreement
To select a for a draft Agreement (or create a new one?)	I can specify how earnings are accumulated under the Agreement
To specify the and currency, and maximum number of total captures including the period (start and end date) for a draft Agreement	I can split out specific quotas to 1 or many growers and contract
To be able to revise all attributes of an Agreement in the planning (draft) phase	I can make corrections or updates until the Agreement is fixed
Other Organization Admin users to view draft and edit Agreements owned by my organization (need to display agreement owner/creator)	I can collaborate with my colleagues on the Agreement

Existing Agreement

I Want	So That
To progress an Agreement from "planning" to "open"	The Agreement becomes immutable and I can use it to create contracts
To abort unwanted Agreements in the "planning" phase	It can be archived and not used for contracts
To close an "open" Agreement	The Agreement can no longer be used to create contracts
Agreements in any stage other than "planning" to be immutable	There is no risk of modifying an Agreement after it has been signed

Coordination Team

I Want	So That
To compile a Coordination Team from existing Stakeholders and assign roles ("supervisor", "area manager") to them within the team	I can assign the team to Agreements
To give each Coordination Team a name and optional description	I can easily identify the Consolidation Team later
To optionally specify that a Coordinator reports to another Coordinator	I can keep track of the coordination hierarchy
To modify an existing Coordination Team by adding members, marking existing members as inactive, modifying Coordinator roles and changing the reporting hierarchy	I can keep the Coordination Team record in line with reality

Species Agreements

I Want	So That

Agreement Regions

I Want	So That

Consolidation Rules

I Want	So That

New Contract

I Want	So That
To create a contract from an Agreement	The contract becomes active and can start to accumulate tree captures for fulfilment

Contract Documents

I Want	So That
To attach Contract Documents to Contracts	I can link Contract records to signed hard copies of contracts
To replace Contract Documents with newer versions	I can keep documents associated with Contracts up to date
To record a history of Contract Documents	I can keep track of changes and know which version is associated with a Contract record