Video Title
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Link
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| 1. INTRODUCTION |
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Key Concepts (1:58) |
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Key Changes to Expect in IORA (6:40) |
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| 2. NAVIGATION |
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Navigate the General Dashboard (3:02) |
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Navigate the Agreements Page (3:33) |
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Navigate the Agreement Workspace (4:42) |
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| 3. ROLES AND WORKFLOW |
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User Roles & Security (4:26) |
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Workflow Overview (2:54) |
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| 4. AGREEMENT CREATION AND SUBMISSION |
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How to Initiate a Funding Agreement (2:32) |
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Tips for Completing a SmartForm (6:21) |
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Create an Agreement (4:56) |
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Submit an Agreement (:46) |
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| 5. AGREEMENT REVIEW |
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Assign an Owner (1:34) |
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Agreement Owner Tasks (3:31) |
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Review an Agreement (1:16) |
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Request Clarification (1:05) |
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Respond to a Clarification Request (1:49) |
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Generate a Draft Agreement (1:36) |
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Assign Ancillary Reviewers (2:47) |
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Submit an Ancillary Review (2:46) |
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Log Correspondence (1:51) |
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Revise the Draft Agreement (1:41) |
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Move an Agreement to External Review (1:51) |
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| 6. AGREEMENT FINALIZATION |
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Approve Agreement Language (1:22) |
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Create the Final Agreement (1:06) |
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Send Out Agreement for External Signature (1:37) |
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Email Final Agreement to Internal Parties (1:26) |
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Activate an Agreement (1:02) |
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| 7. AMENDMENTS |
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Create and Submit an Amendment (2:18) |
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Approve an Amendment (1:00) |
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| 8. REPORTING |
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Generate Reports (2:09) |
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