Request Clarification

The following steps shows how to send a clarification request to the Principal Investigator to change something in the agreement SmartForm.

1. Log into the system as the agreement owner.

2. On the agreement workspace, click the Request Clarification activity.

3. Type a message requesting clarification (e.g., Please provide more details on the purpose of the exchange on the Agreement Information page") and click OK. The system sends the Principal Investigator an email about the clarification request.

4. Confirm you met the success criteria below:

• The History tab shows the Clarification Requested activity along with your comments.

• The agreement is in the Clarification Requested state.