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- Workflow – Used to record tasks and dates for managing an agreement. Workflow types can be customized in system settings and can be reported on from the drop-down list of the agreements search page.
- Agreement Request Forms – Contains a PDF copy of agreements completed in the forms section
- Dates – Critical for reporting. Every active agreement should have an effective and execution date and all inactive agreements should have a terminated or expired date.
- Effective Date – Date the agreement is effective based on the language in the agreement
- Execution Date – Date of the last signature obtained on the agreement
- People – People related to the agreement. The types of people that are linked to an agreement are defined by the organization.
- Negotiator – Lead – Associate that lead the deal
- Manager – Primary – Associate currently assigned to the deal
- Investigator – Internal, Primary – Creator contact
- Submitted By – Associate that entered the agreement into the system
- Billing Contact – Accounts payable contact for the licensee
- Groups – Organizations that are related to the agreement. There are a few groups that should be linked prior to changing the agreement status to Active:
- License agreements should have a licensee
- Inter-Institutional Lead agreements should have a co-owner
- Owning Organization is the label for the group that is leading the agreement
- Inter-Institutional Non-Lead agreements should have the other party listed as the owning organization
- Categories – Used for reporting and marketing
- Custom Fields – User defined fields that can be used to track information that is not able to be tracked elsewhere. Custom fields can be created and managed in settings.
