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Contract eForms are online forms used to collect contract and intellectual property (IP) related information, and manage related business processes, such as reviews or contract amendments. This domain can be used to create eForms and workflows for any type of contract, such as research agreements, IP agreements, consultancy agreements or scholarship agreements, or external personnel contracts (examiners, reviewers, investigators).
The eForm listing page is used to find or create eForms related to contracts.
For RME administrators and office staff with relevant permissions, this page is also used to search for and manage eForms. Additional tabs display for Advanced (search) and Results.
Also see eForm guides:
eForm layout and tools Use an eForm
Default labels for options, fields and buttons are used in this help content;
these may be different if they have been personalised for your institution.
Menu path: RME > Contracts > Contract eForms
The eForms shown on the eForm listing page will depend on your role, access and permissions. If you don't see an eForm that you expect to see, contact your RME administrator.
Tab # |
Tab |
eForms displayed |
Intended audience |
1 |
My Contract eForms |
All your contract eForms currently in progress If you want to include completed eForm applications as well, tick the Show all applications checkbox. It also shows eForms you are directly linked to; where you have been recorded as a related person to the eForm in a Personnel grid or other element of the form. |
Researchers Administrators |
2 |
Contracts For Review |
All the eForms that have been designated for you to review and/or enter comments It shows eForms for which you are an assigned reviewer when the eForm is in a review state of the associated workflow. |
Reviewers But also other granted access to view eForms, such as: • Administrative teams • Managers, heads of department, Deans |
3 |
Contracts For Assessment Review |
All the eForms you must formally review and provide an outcome It shows eForms for which you have been specifically assigned as an individual reviewer, or as a member of a custom review group. |
Reviewers But also other granted access to view eForms, such as: • Administrative teams • Managers, heads of department, Deans • Expert advisors |
eForms only display for a reviewer if the user is in a participant group
that has been given either Review Comments or Manage Review workflow
permissions. If the user's participant group is an RME role, RME data
security access is also applied. For more, see: Access
and permissions.
1. To create
a new eForm, go to the main toolbar and select the New
button. A panel with a selection of eForm templates displays.
You may also be able to create a new eForm from an eForm
Templates widget if one is set up for the Contract eForm domain on
your dashboard.
2. Select the eForm template you want to use from the Create eForm popup and select OK or Next.
3. "Choose
the type of existing form to use as a base, then select the form from
the list"
This displays in the popup if the eForm template you selected may
allow you to automatically populate some details from an existing core
record or eForm, for example, for an amendment form, or an in-progress
RPR (Project/Grant) eForm.
• If this is not displayed, go to step 4.
• If
displayed, choose what to use to populate the details from the radio buttons
- either an existing Contract record, an existing Project record, or an
in-progress RPR eForm (Project/Grants).
Based on your selection, existing records or eForms are listed in the grid
(filtered by data security access and permissions). Select one to use
and click OK. Alternatively, if
you don't want details populated from an existing record or eForm and
the Create New Without Base option
displays below the list, you can tick this. All fields will be blank so
you can start a completely new form.
4. The eForm opens and you can start completing the fields. For more, see: eForm layout and tools and Use an eForm. Once you create a new eForm, it will follow the associated workflow process until completion. Administrators: To allow you to create Contract eForms for any org. unit, the eForm creator's org. unit is not added by default, as is done in other domains, such as RPR.
View the lists on the tabs for My Contract eForms, Contract For Review, and Contracts For Assessment Review, depending on your role. To open an eForm, click the Open icon next to it in the grid. The eForm will open in a new browser tab.
The grid in each tab displays selected details by default, such as Contract Code, Title, Contract Type, Status and Workflow State. This may vary based on how your RME administrator configured this page.
If you have Allow Manage Applications permission for the Research Project Request (RPR) eForm listing Page View, you can also search using the Advanced tab. Enter your search criteria and press the <Enter> key. If the Title field of a Contract eForm template is not configured as mandatory, and no title was given when the eForm was created, it displays as "New Contract".
Search results display in the Results tab. The eForms that display in the list will depend on your access and permissions.
To open an eForm, you can either:
• Select the Open icon next to the record in the grid.
• Tick the checkbox to the left of the record and click Open in the toolbar.
For more, see: Open (toolbar)
If you have been assigned with the Allow Bulk Navigation page action for the page, you will be able to view each record from search results in succession by using the Previous/Next or Previous eForm/Next eForm options. You will be able to view all records or eForms related to the displayed page or from search results.
The toolbar offers different actions based on your role, access and permissions. Some of these buttons may display:
• Columns to change the grid layout
• Copy to copy an existing eForm and reuse some details
• Delete to delete one or more eForms
• Export to export eForm details from a grid
• New to create a new eForm (see above)
• Reports to open reports for eForms
Product Key: eForms - Contracts
Page ID: CON001M.htm