WEBVTT

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Welcome to an overview of the Agreements
module navigation.

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In this training you will see an
introduction to agreements,

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how to navigate the system,
including the dashboard and agreements

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page.

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The Agreements module is very easy to use.

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After logging into the system you will
land on your dashboard which is the

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starting point for finding items and
performing basic tasks.

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The dashboard is designed to help you
manage your work and deadlines.

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Depending on your role,
you may see different information on your

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dashboard.

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I'll now call your attention to a few
sections on your dashboard.

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The 1st is your inbox.

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Items you are working on or items you
need to take action on will appear here.

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The My Reviews tab shows a table of items
awaiting your review.

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By sorting this into a separate tab,
you can easily see which items are

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awaiting your review.

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On the left of your screen is the Create
drop down menu.

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This shows the buttons that you have
access to.

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The Recently Viewed section displays the
items that you have recently looked at.

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You can also pin items and they will
appear on the Pin tab.

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To change the way the tables are
displayed on your dashboard,

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use the Personalized table icon.

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To access the Agreements page,
select Agreements in the top navigator

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and Agreements in the subnavigator.

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Agreements that do not appear on your
dashboard can be accessed here.

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On this page,
you can create an agreement with the

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Create Agreement button,
alter the table display by using the gear

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icon,
and search for records using the search

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bar.

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The Agreements page lists all the
agreements and amendments you have

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permission to view.

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Each agreement will have a unique ID.

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The letters at the beginning of the ID
tell you what type of agreement it is.

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For example,
CTA stands for Clinical Trial Agreement

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as seen on the Agreement Type column.

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Next you have the agreement name.

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The agreement column shows the name of
the document and its revision number.

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You can see the state the agreement is in,
the owner of the agreement,

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and the date it was last modified.

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To view all agreements in a specific
state, click on one of the tabs above.

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To open the Agreements workspace,
click on the name of the agreement you

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would like to open and here we have the
Agreements workspace.

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This has been an introduction in
navigating the agreement system.

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For additional information,
please check out the training page.

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Thank you for watching.