Create a Clinical Trial Agreement

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

1. Agreement manager/Principal investigator
2. Primary contact
3. 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 you upload a draft here and Agreements office staff subsequently generate or upload a draft, their document will automatically replace the one you uploaded on this page..

4. Project Title or internal reference number: Clinical Trial Agreement - <Your Name or Initials>
5. Agreement type: Clinical Trial Agreement
6. Description
7. Supporting documents: Add the Supporting Document PDF file provided with this course.
8. Sponsor Deadline Date: Select the deadline date

On this page, you can enter the data provided or make up your own data. Do not use real data.

1.Contracting party: Select the contracting party
2. Contracting party contact name: Type the contact name
3. Contracting party contact e-mail: Type the contact e-mail
4. Contracting party contact phone: This is optional but you can type the 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 person
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.

On the COE Review Additional Information page, enter values.

On the CTA Agreement Information page, enter the values.

On the CTA Additional Information page, enter the values.

Click Save.
Click Validate on the left to ensure you did not miss any required fields. If you did, update the required fields.
When done fixing any errors, click Exit on the navigation bar or Finish if on the last page.

The next step is to submit the agreement for review.