Background

Keep all of your partnership agreements current by monitoring the expiration dates and exporting them as needed.​​​​​​​

Watch the video and/or follow the steps below for details.

 

How to Monitor Partnership Agreement Dates

 

1. Go to the Documents workspace in your Program Management | Supervision environment.
2. Click on the Site tab in the upper left corner of the workspace.
3. Click the filter labeled More and select the option Document Type from the dropdown menu. 
4. This will add a new Document Type filter to the displayed filter options. 
5. Click the Document Type filter and select: 
   • Partnership Agreement (Site Version) (Private) and 
   • Partnership Agreement (Site Version) (Public)
6. This will display all partnership agreements saved in your site records.
7. Ensure that About, Start Date, and End Date are all displayed columns on the documents table. 
   • If they are not displayed, click the Settings Icon in the upper right corner of the workspace.
   • Then, find and drag the About, Start Date, and End Date columns from the available columns to the displayed columns section of this window. 
   • Arrange the columns in the order you would like them displayed by dragging them into place, or by using the up and down arrows. 
   • Click Save this column order when you are finished. 
8. Click the End Date table heading to sort the table in order of the documents' end dates.
9. If necessary, you can also export the data displayed in the table to an excel spreadsheet by clicking the Download icon in the upper right corner of the workspace. 

Note: This view shows partnerships with start dates ≤ today and end dates > today. To see all agreements (past/future), clear the Active filter.