Agreements Manager
- Agreements Manager – Overview
- Settings – Configure Available Parameters and Defaults in Agreements Manager
- Enter a New Agreement – Overview
- Agreement Properties Fields Explained
- Step 1: Set Up a New Agreement – Properties
- Step 2: Enter Definitions Associated with an Agreement
- Step 3: Enter Requirements into an Agreement
- Automatic Version Control of Agreements – Check Out / Check In
- Edit Agreement Properties
- Change the Status of an Agreement
- Edit / Modify / Delete a Definition
- View the Change Log of a Definition
- Edit / Modify / Delete / Re-order Requirements in an Agreement
- View the Change Log of a Requirement
- Restrict Access to an Agreement – Private and Super Private Agreements
- View the History of Changes to a Private Agreement’s Access Rights – Change Log
- View an Agreement
- View a Previous Version of an Agreement
- View the Timeline of Changes to an Agreement
- The Agreement Compliance Audit Workflow – Overview
- Step 1 – Set up an Agreement Compliance Audit
- Step 2 – Conduct an Agreement Compliance Audit: Review Requirements, Evaluate Compliance and Record Findings
- Step 3 – Review and Sign Off an Agreement Compliance Audit
- View an Agreement Compliance Audit
- Edit / Modify an Agreement Compliance Audit’s Administrative Properties and Scope
- Assign Responsibility to Other Users for Evaluating Agreement Compliance
- Batch Evaluate – Record Identical Audit Findings for a Batch of Agreement Requirements
- Copy Findings from Another Requirement in an Agreement Compliance Audit
- Create a Task from an Agreement Compliance Audit
- Raise a New Improvement Log Associated with an Agreement Compliance Audit
- Link an Existing Improvement Log to an Agreement Compliance Audit
- Red Triangles – Refresh or Delete Obsolete Requirements from Open Agreement Compliance Audits
- Cancel an Agreement Compliance Audit Sign Off Request
- PDF Agreement Compliance Audit Report
- Analysis of Agreements and Compliance Audit Activity – Analysis Reports
- Control Access to Agreements Manager – System Permissions