Agreements Module (Non-PI Initiated Agreements)

Agreement Compliance Overview

  • Contains questions related to regulatory, institutional, and compliance requirements.

  • Compliance review and approval may result from:

  • Ancillary Review

  • Reports provided to the compliance department.

  • Agreements Ancillary Review Process

  • Ensure compliance requirements are met.

  • Can be added by anyone with edit access to the submission.

  • Always select "Yes" to "Send Notification" when creating an Ancillary Review (AR).

  • ARs where “Required” is selected will halt the Agreement workflow at the "Approve Language" stage, preventing signing.