Closeout

Advisor

Guidelines

Overview

The purpose of the Advisor Guidelines is to provide Closeout instructions for the role of Advisor. These Guidelines are divided into areas based on the class of activities: Administrative Tools, Final Agreement Deliverables, Adding Advisors, Agreement Modifications. and Analysis.

Organization: ORG

Guidelines

  1. Administrative Tools
  2. Final Agreement Deliverables
  3. Adding Advisors
  4. Agreement Modifications
  5. Analysis

1. Administrative Tools 

-Administrative Tools-
 Registration
 Login
 Change Password
 Forgot User ID/Password
 Frequently Asked Questions (FAQs)
 Change Role 
 Regulations and References

2. Final Agreement Deliverables

-Review Final Agreement Deliverables-
Review Final Agreement Deliverables

3. Adding Advisors

-Register Advisors-
Register Advisors

4. Agreement Modifications

-Review Agreement Modifications-
Review Agreement Modifications

5. Analysis 

-Report Tools-
 Report Tools

Implementation:

Mockup (html)
Implementation (html)

Contacts:

Name- Phone-Email (mailto-hyperlink)

References:

Title- Author- Library (html)