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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). |
To submit an agreement
Check if all the information is accurate and complete.
At the left of the workspace, click Submit.
Click OK to accept the statement and submit the agreement.
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You can click the History tab from the agreement workspace to view who submitted the agreement. |
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By default, the person who creates an agreement is assigned as the Primary Contact in the system. The Primary Contact can be changed, and if that happens, the person who creates the agreement will: |
see the agreement in My Inbox only during the Pre-Submission state.
no longer have read and write permissions on that agreement.
not be able to create amendments for the agreement.