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agreements_general_tab:start

Agreements>General Tab

Create a New Agreements

  • With the Add Agreement form open and in the General Tab > Details section, enter relevant details.
    Note: Red-highlighted sections are mandatory.
  • In the General Tab > Ownership and Position section, enter any relevant details using the provided drop-down lists or typing in the free-format text fields.
  • In the General Tab > Key Dates section, enter any relevant details using the provided calendar date selectors.
  • In the General Tab > Security section, enter any relevant details using the provided drop-down lists.
  • In the General Tab > Deficiency section, enter any relevant details using the provided drop-down lists or the deficiency type selection.
  • In the General Tab > PI File section, add a PI File by clicking the Find/Add button.
  • Begin typing a PI filename then click Add

Edit an Agreement

  • With the Add Agreement form open and in the General Tab > Details section, select the Edit button (1).
  • Update the fields that should be changed (2) and when finished, changes can either be saved, cancelled or the record can be archived (3)
agreements_general_tab/start.txt ยท Last modified: 2021/11/11 00:00 (external edit)

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