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Agreement Activated
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Notification sent when an agreement is activated.
Contains the following:
- Subject: [Agreement ID] agreement activated
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Body: Notification of Activated
The agreement is now active. For additional details, click on the link above.
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Sent when the Activate activity is executed.
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Agreement Expired
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Notification sent when an agreement is past its expiration date.
Contains the following:
- Subject: [Agreement ID] has expired
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Owner: [Owner]
- Body: Notification of Agreement Expired
This agreement has expired. Click the link above to see the details and create an amendment.
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Sent when an agreement is past its expiration date.
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Amendment Approved
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Notification sent when an amendment to an agreement is approved.
Contains the following:
- Subject: [Agreement ID] agreement approved
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Body: Notification of Approved
The amendment has been approved. For additional details, click on the link above.
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Sent when the Approve activity is executed on an amendment.
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Approve Language
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Notification sent when the agreement language is approved/finalized.
Contains the following:
- Subject: [Agreement ID] language finalized
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Body: Notification of Language Approved
The language has been approved for the agreement. For additional details, click on the link above.
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Sent when the Approve Language activity is executed.
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Assign Owner
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Notification sent when an owner is assigned to an agreement.
Contains the following:
- Subject: [Agreement ID] owner assigned
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Owner: [Owner]
- Body: Notification of Owner Assigned
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Sent when the Assign Owner activity is executed.
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- Assigned Owner
- PI
- Proxy
- Collaborators
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Edit Correspondence
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Notification sent when correspondence logged on an agreement is edited only if the person editing the correspondence selects to notify specific people.
Contains the following:
- Subject: [Agreement ID] correspondence edited
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Body: Notification of Correspondence Edited
Correspondence has been edited on the agreement for you to review. For additional details, click on the link above.
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Sent to selected users when the Edit Correspondence activity is executed or on the reminder date set in the activity. One or more of the people in the Created by, Assigned to, or Related to fields must have the “Notify” checkbox selected for notifications to trigger, otherwise the notifications will not send.
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- Person(s) with the “Notify” checkbox selected under question 2 in the Edit Correspondence activity
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Email Agreement
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Notification sent when the Email Agreement activity is used to trigger a notification to the person(s) selected in that activity.
Contains the following:
- Subject: [Agreement ID] [Subject text from Email Agreement activity form]
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Body: Notification of agreement emailed
[Body text from Email Agreement activity form]
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Sent when the Email Agreement activity is executed by Agreements Staff.
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- Person(s) selected in the To, CC, or bcc fields in the Email Agreement activity
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Expiration Reminder
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Reminder notification sent when the agreement end date is approaching.
Contains the following:
- Subject: [Agreement ID] nearing expiration
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Body: Notification of Expiration Reminder
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Sent automatically once each at 90, 60, and 30 days before the agreement end date.
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Log Correspondence
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Notification sent when correspondence is logged on an agreement only if the person logging the correspondence selects to notify or remind specific people.
Contains the following:
- Subject: [Agreement ID] correspondence logged
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Body: Notification of Correspondence Logged
Correspondence has been logged on the agreement for you to review. For additional details, click on the link above.
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Sent when the Log Correspondence activity is executed by Agreements Staff or on the reminder date set in the activity. One or more of the people in the Created by, Assigned to, or Related to fields must have the “Notify” checkbox selected for notifications to trigger, otherwise the notifications will not send.
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- Person(s) with the “Notify” checkbox selected under question 2 in the Log Correspondence activity
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Request Clarification
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Notification sent when clarification is requested on an agreement or amendment.
Contains the following:
- Subject: [Agreement ID] clarification was requested
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Body: Notification of Requested Clarifications
Clarifications have been requested on this submission. This requires a response from you. For additional details, click on the link above to review and provide clarification.
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Sent when the Request Clarifications activity is executed.
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Response Time Exceeded
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Reminder notification sent when a response is not yet received from the PI or Proxy after clarification is requested on an agreement or amendment.
Contains the following:
- Subject: [Agreement ID] is waiting for clarification
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Body: Reminder of Clarifications Requested
Reminder: This agreement is awaiting your response to clarifications requested by the agreements staff or reviewers. Please click on the above link to access the agreement.
If you do not intend to continue the review process for this agreement, please withdraw or discard the agreement.
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Sent automatically every 3 days when a response is not received after the Request Clarifications activity is executed.
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Manage Ancillary Reviews (Organization)
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Notification sent to members of an ancillary review organization (prefixed with Anc Rvw) when the organization is assigned as ancillary reviewer.
Contains the following:
- Subject: [Agreement ID] assigned for ancillary review
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Required: [yes/no - whether review was marked required in Manage Ancillary Reviews activity]
- Body: Notification of Ancillary Review
An Agreement submission has been assigned to your organization for ancillary review. Click the link above to access and review the study.
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Sent when the Manage Ancillary Reviews activity is executed, and an organization is selected to perform the review.
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- Reviewers defined under the organization selected in the Manage Ancillary Reviews activity
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Manage Ancillary Reviews (Person)
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Notification sent to individual ancillary reviewers when they are assigned as the person responsible for completing an ancillary review.
Contains the following:
- Subject: [Agreement ID] assigned for ancillary review
- Link: [Link to agreement]
- P.I.: [Principal Investigator]
- Title: [Title of agreement]
- Required: [yes/no - whether review was marked required in Manage Ancillary Reviews activity]
- Body: Notification of Ancillary Review
An Agreement submission has been assigned to you for ancillary review. Click the link above to access and review the agreement.
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Sent when the Manage Ancillary Reviews activity is executed, and an individual person is selected to perform the review.
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- Person(s) selected in the Manage Ancillary Reviews activity
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