HOWTO: Insight > Agreements > Create a new agreement

Introduction

The Create New Agreement/Proposal function is used to create a new agreement or proposal to submit to the appropriate office for review. Each record type has its own form set, list of required fields per page and workflow. 

STEPS

1. Click Agreements
2. Expand Actions menu
3. From the actions menu in the left select Create New Agreement/Proposal
4. Select the radio button option for the record type you need to create
5. Answer any secondary questions.
6. Select the Principal Investigator (PI) by entering the first or last name or the Username/Login.
7. Confirm or update the organization/department for the record
8. Click the Create button in the right panel.