WEBVTT

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Welcome to a quick training on how to
create an agreement.

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In this training,
you'll learn the essential steps to

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create an agreement and get it submitted
for review.

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To create an agreement,
we'll start on the dashboard.

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If you have a funding proposal related to
the agreement you're creating,

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the best practice is to create the
agreement by navigating to the Funding

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Proposal workspace and selecting Create
Agreement.

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We'll do this by going to Grants and
Funding Proposal and then choose the

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funding proposal that you would like to
add an agreement to and on the side we're

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going to click Create agreement.

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Once you're here,
choose the type of agreement you would

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like to create.

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We're going to choose unfunded agreements.

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Then click OK.

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Now you can see that the agreement has
been added to the funding proposal.

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If the agreement you're creating is not
related to a funding proposal,

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start on the agreements page and click
Create Agreement to begin the process.

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On the agreement upload page,
complete all the required fields.

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On the form for question one,
I'm going to add in my own name.

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And then pay close attention to question
three.

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If your agreement document is already
drafted, click Upload to attach it.

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If OSP will draft it,
check the box labeled First Draft to be

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generated internally.

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For question five,
select the appropriate agreement type.

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I'm going to choose unfunded agreements.

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Once all the fields are complete,
click Continue.

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Depending on the agreement you selected,
you will see additional pages specific to

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that type over on the left hand side.

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Fill out all of required information on
each page.

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I'm going to fill these out quickly.

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Then once you get to the final page,
follow the completion instructions and

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then click finish.

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So first step is click validate.

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Click up here to make sure that all the
required questions have been answered and

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we have all green check marks.

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That means that all of the required
questions have been answered by us.

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You're also going to correct any errors
or admissions.

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I don't think we have any,
so we're good to go.

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And then since there are no errors
reported,

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we're going to click finish to exit the
form.

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Now that we're back on the workspace,
we're going to hit submit to submit our

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agreement and click OK.

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And that's it.

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You've now learned how to create an
agreement.

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For more information,
please visit the training page.

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Thanks for watching.