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From the Dashboard, click the Create dropdown then the Create Agreement button.
Complete the pages by entering the following information. An answer is not required for every field. Click Continue to move through all the pages.
Agreement Upload Page
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Principal investigator
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2. Primary contact
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: Enter yourself as the PI.
Primary contact: This field is automatically populated with the person who created the agreement but can be changed if necessary.
Upload agreement draft: If the agreement document has already been drafted, you can attach it to the Agreements SmartForm by clicking the Upload button. However, if Agreements office staff are going to create the first draft of the agreement, check the First draft to be generated internally? box instead. Agreements office staff will generate or upload a draft by running the Generate Agreement activity.
Note: If
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the agreement document has already been drafted, you can attach it to the Agreements SmartForm by clicking the Upload button. However, if Agreements office staff are going to create the first draft of the agreement, check the First draft to be generated internally? box instead. Agreements office staff will generate or upload a draft
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by running the Generate Agreement activity.
Project Title or internal reference number:
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Enter the title or internal reference number
Agreement type: Select COE Review/Clinical Trial Agreement
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6. Description
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7. Supporting documents: Add the Supporting Document PDF file provided with this course.
Description: If applicable provide a description
Supporting documents: If applicable provide attach any documents
Sponsor Deadline Date: Select the deadline date
General Information Page
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1.Contracting party: Select the contracting party
2. Contracting party contact name: Type Enter the contact namename of the representative from the contracting party.
3. Contracting party contact e-mail: Type the contact e-mailProvide the email address of the contracting party contact.
4. Contracting party contact phone: This is optional but you can type the phone number of the contracting party contact phone.
5. Additional Contracting Parties: Indicate if there are other contracting parties involved in the agreement beyond the primary one.
6. Responsible department/division/institute: By default, this field displays the organization of the PI entered on the Agreement Upload page. If no value displays, then you must select a value.
7. Agreement collaborators: Add any personList any collaborators who will have read/edit access to the agreement, or indicate none if not applicable.
8. Bilateral or Unilateral Signature: Identify whether the agreement requires signatures from both parties (bilateral), one party (unilateral), or unknown.
9. Is a Proposal Associated with This Agreement?: Specify if the agreement is associated to a funding proposal, and if so, use the "Manage Relationships" activity to establish the connection.
10. Does This Project Require an Agreement?: Confirm whether the project necessitates an agreement to proceed.
COE Basic Information
WVU IRB Number: Enter the valuesa WVU IRB Number.
WVU IRB Title: Enter the valuesWVU IRB Title.
COE Review Additional Information
On the COE Review Additional Information page, enter values in Q1-Q10. Leave Q11 blank.
CTA Agreement Information
On the CTA Agreement Information page, enter the values in Q1-Q6.
CTA Additional Information
On the CTA Additional Information page, enter the values in Q1-Q8.
Completion Instructions Page
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The agreement you just created is in My Inbox on the Dashboard.
The agreement is in the Pre-Submission state.
Manage Relationships
If the COE/CTA record is related to another agreement (such as a DUA) or a proposal/award, the agreement reviewer or PI/dept admin can use the Manage Relationships activity to relate it to the COE/CTA record. This will create a bi-directional, navigable link between the records.
Click Manage Relationships and search for a funding proposal or award record. You can search by typing the title in the Related Submissions search box.
Select it and click OK.
Navigate to the Related Projects tab and ensure the award is present.
PI Certification
Use the PI Certification activity to certify the agreement information is correct: I certify
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When the record is submitted for review initially, or anytime clarifications are requested, the PI will need to use the PI Certification approval activity to certify the information in the record, after which they (or their designee) can submit the record for review. Only the PI can certify the agreement, and if the COE&CTA was created by a PI designee, the designee should use the send email activity to let the PI know to log in to the system and certify. There is no automated notification or routing step for PI certification (which is different from KC). |