Closeout

Agreement Specialist

Guidelines

Overview

The purpose of the Agreement Specialist Guidelines is to provide Closeout instructions for the role of Agreement Specialist. 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

-Submit Final Agreement Deliverables-
Submit Final Agreement Deliverables 

-Review Final Agreement Deliverables-
Review Final Agreement Deliverables 

-Approve Final Agreement Deliverables-
Approve Final Agreement Deliverables

3. Adding Advisors

-Register Advisors-
Register Advisors

-Assign Advisors-
Assign Advisors

4. Agreement Modifications

-Submit Agreement Modifications-
 Submit 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)