Agreements

Getting Started with Huron Agreements v9.2 (104)


Description
In this online course, you will learn about the Agreements system, who uses it, and how it is used to manage and track agreements through the review and signing process. By the end of this course, you'll be able to drive the Agreements system from end-to-end, from creating an agreement through to activating it after all parties have signed it.

Please complete the brief survey at the end. Your feedback is very helpful.
Content
  • 1. Introduction
  • 1.1 How to Use this Course
  • 1.2 Key Concepts (1:58)
  • 2. Navigation
  • 2.1 Navigate the General Dashboard (3:02)
  • 2.2 Navigate the Agreements Page (3:33)
  • 2.3 Navigate the Agreement Workspace (4:54)
  • 2.4 Complete Exercises 1-3
  • 3. Roles and Workflow
  • 3.1 User Roles & Security (4:25)
  • 3.2 Workflow Overview (2:59)
  • 4. Agreement Creation and Submission
  • 4.1 Tips for Completing a SmartForm (6:21)
  • 4.2 Create an Agreement (5:17)
  • 4.3 Submit an Agreement (:45)
  • 4.4 Complete Exercises 4-6
  • 5. Agreement Review
  • 5.1 Assign an Owner (1:34)
  • 5.2 Agreement Owner Tasks (3:31)
  • 5.3 Review an Agreement (1:16)
  • 5.4 Request Clarification (1:05)
  • 5.5 Respond to a Clarification Request (1:49)
  • 5.6 Complete Exercises 7-10
  • 5.7 Generate a Draft Agreement (1:36)
  • 5.8 Assign Ancillary Reviewers (2:47)
  • 5.9 Submit an Ancillary Review (2:46)
  • 5.10 Complete Exercises 11-13
  • 5.11 Log Correspondence (1:51)
  • 5.12 Revise the Draft Agreement (1:41)
  • 5.13 Move an Agreement to External Review (1:51)
  • 5.14 Complete Exercises 14-16
  • 6. Agreement Finalization
  • 6.1 Approve Agreement Language (1:22)
  • 6.2 Create the Final Agreement (1:06)
  • 6.3 Send Out Agreement for External Signature (1:37)
  • 6.4 Email Final Agreement to Internal Parties (1:26)
  • 6.5 Activate an Agreement (1:02)
  • 6.6 Complete Exercises 17-21
  • 7. Amendments
  • 7.1 Create and Submit an Amendment (2:12)
  • 7.2 Approve an Amendment (1:13)
  • 7.3 Expedite Approval of an Amendment (2:27) ***NEW!***
  • 7.4 Complete Exercises 22-25
  • 8. Reporting
  • 8.1 Generate Reports (2:09)
  • 8.2 Complete Exercise 26
  • 9. Course Survey
  • Huron Agreements v9.2 Course Survey
Completion rules
  • All units must be completed