You can add an organization or a person as an ancillary reviewer until you submit the agreement. Ancillary reviewers can be any registered user in the system, for example, someone from the Principal Investigator’s (PI) department or a person in another agreement office.
In this article, you will add an internal person as an ancillary reviewer to review the agreement.
Log in to the system as the agreement owner.
On the agreement workspace, click the Manage Ancillary Reviews activity.
Click Add.
Next to Organization or Person field, click the ellipsis and then choose the specific organization or person, and then click OK.
Click OK when done.
Person
Review type
Is a response required
| Info |
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The agreement will not be able to move forward to the Signing state until all ancillary reviewers whose responses are required have accepted the agreement. |
Click OK in the Manage Ancillary Reviews window.
Confirm you met the success criteria below:
The Ancillary Reviews tab lists the ancillary reviewer you just added.
The History tab shows the Managed Ancillary Reviews activity.
The agreement is still in the Internal Review state.