How to use the Agreements Module

What is the Agreements Module.

The Agreements Module is used to track and view agreements with other establishments and institutions. Admins can enter agreements with contact information, uploaded documents, and other relevant data. This allows viewing, aggregation, filtering and sorting of agreements either through the map or table views.

Searching international agreements with the table view.

• To get there click the Agreements tab then click the Table sub nav tab.
• On the right side of the table you can filter by sub affiliation (sub institution), country, and agreement type. You may also download a spreadsheet of the agreements here.
• Filtering may also be done with the search bar located above the agreement counts.
• Paging and sorting can be done with the drop down boxes located below the agreement counts.

Searching international agreements with the map view.

• To get there click the Agreements tab then click the Map sub nav tab.
• On the right side of the map you can filter by sub affiliation (sub institution), country, and agreement type. You may also download a spreadsheet of the agreements here.
• Map bubble counts are clickable, drilling down further into the map to show more information. If the count is 1, clicking the bubble count will take you to the individual agreement. To zoom back out click the x in the location tag above the map.

Creating and updating international agreements.

• You must first be an agreements manager or supervisor to edit agreements. Contact your institution's GDH Security Administrator to grant you this privilege.
• To create a new agreement click the Agreements tab then click the New sub nav tab.
• To edit an agreement use the table search to find the agreement you wish to edit, then click the edit sub nav tab.
• Fill in all the appropriate and required information, upload any appropriate documents and then either click save changes or create agreement at the bottom of the page when finished.

Updating agreement's settings.

• You must first be a supervisor to update agreement settings. Contact your institution's GDH Security Administrator to grant you this privilege.
• To get there click the Agreements tab then click the Settings sub nav tab.
• Here you will be able to update agreement types, current statuses, and contact types.
• Once you have updated click Update Agreement Settings at the bottom of the page to save your updates.