WEBVTT

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In this training,
I'll walk you through how to navigate the

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Agreement workspace.

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Start on your dashboard and click on the
name of an agreement in your inbox or

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select Agreements in the top header and
click on the name of an agreement you'd

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like to open.

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We are now in the Agreements workspace.

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What you see on the workspace will vary
depending on the state the agreement is

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in and your user role and involvement on
the agreement.

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The top left agreement shows the current
state.

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Just below that are the key personnel
assigned to the agreement and key

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milestones.

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To the right of that is the agreement
type and below is the name of the office

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managing the agreement.

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Below is the workflow map that provides a
high level view of the agreement creation

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and review process.

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The buttons on the left allow you to view
or edit the agreement pages,

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and you can see the activities you can
perform on the agreement.

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The main area down below contains
resource tabs with different types of

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information about the agreement.

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The Correspondence tab lists action items
created by the agreement owner to help

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manage and track the review process.

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This is also where all correspondence can
be logged, such as emails.

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The History tab lists all actions that
have occurred concerning the agreement.

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You can click on Activity to learn more
about it.

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The Ancillary Reviews tab shows the list
of any ancillary reviewers.

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The Contacts tab shows information about
the personnel involved on the agreement.

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The Snapshots tab links to read only
copies of the agreement taken at key

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points in the process,
such as when it was submitted for review.

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The Related Projects tab lists other
projects that are related to the

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agreement.

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You can create relationships to other
projects using the Manage Relationships

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activity on the left.

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The Document tab list the final agreement
and amendment files,

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along with any supporting documents
uploaded in the parent agreement and

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amendments.

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If there are any amendments associated
with the agreement,

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then an Amendment tab will appear as well.

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This concludes your overview of the
Agreement workspace.

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For more information,
please visit the training site.