📹 Create an Agreement Video (opens in a new tab)
📹 Submit an Agreement Video (opens in a new tab)
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.
To create an agreement
Log into the system as the Principal Investigator.
From the Dashboard, click the Create dropdown then the Create Agreement button.
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.
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.
To submit an agreement
Check if all the information is accurate and complete.
At the left of the workspace, click Submit.
Click OK to accept the statement and submit the agreement.
You can click the History tab from the agreement workspace to view who submitted the agreement.
By default, the person who creates an agreement is assigned as the Primary Contact in the system. The Primary Contact can be changed, and if that happens, the person who creates the agreement will:
see the agreement in My Inbox only during the Pre-Submission state.
no longer have read and write permissions on that agreement.
not be able to create amendments for the agreement.