Agreement Support

Agreement Support refers to the systems that support an agreement while not actually being information in the agreement (except Risk Records). Most of these systems can also be accessed from the top toolbar on the agreement summary.

  Create Agreement: Create Agreement is used to create a new agreement. This is the first reference in Stages Of An Agreement.

  Owner Contacts: These are the contacts within your organization that take part in supporting an agreement. Contacts are assigned to specific agreements.

  Affiliate Contacts: These are the contacts at the affiliate that take part in supporting an agreement. Contacts are assigned to specific agreements.

  Attachments: The Attachment System allows you to keep all digital documents for an agreement in one place. This easily allows you to find documents associated with the agreement and conveniently backup these documents.

  Agreement Notes: The purpose of the Agreement Notes System is to provide you with an area where you can document any memo that needs to be saved for historical purposes.

  Risk Records: Opens the Risk Management – Maintenance Form. This allows you to modify existing risk mgmt records or create a new one.

  PR Questions: Opens the Performance Review Questions – Maintenance Form. This master file holds the questions that are asked when a performance review is conducted. The form allows you to modify existing PRQ records or create a new one.

  Documentation Edits: This system documents most all of the edits made within the system. You cannot interact with this system other than displays edits that are made.