Closeout

Advisor

Guidelines-Mockups

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

Contacts:

Name- Phone-Email (mailto-hyperlink)

References:

Title- Author- Library (html)