Create an Amendment

If any changes are needed to the active agreement, an amendment will be created and submitted for review. While the PI can create an amendment to the agreement, it is common for an Agreements Reviewer or Agreements Manager to do this.

1. Log in as an Agreements Reviewer

2. Click Agreements in the Top Navigator.

3. On Agreements page, click the Active tab.

4. Find and open the agreement you created.

5. On the agreement workspace, click the Create Amendment activity.

6. In the Amendment Description box, type “This amendment extends the agreement expiration date by one year”.

7. Click Save and then Exit on the navigation bar.

8. Confirm you met the success criteria below:

• The amendment title starts with “Amendment for…”

• The amendment is in the Pre-Submission state.