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When you create an agreement, you are required to complete a series of pages. The number of pages depends on the type of review required.

  1. Log into the system as the Principal Investigator.

  2. From the Dashboard, click the Create dropdown then the Create Agreement button.

  3. Complete the pages by entering the following information. Click Continue to move through all the pages. Where instructions are not given on what to enter in a field, leave it blank or enter what you like.

  4. On the last page, click Finish.

    The workspace of the created agreement displays.

You can click the History tab from the agreement workspace to view who created the agreement.

You can continue to edit the agreement until you submit it for processing.

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