1. Agiloft Contract Management System

2. Agiloft Contract Management System
University wide system to automate contract reviews, approvals and signature. Contracts from all University units are to be routed through one system, excluding faculty employment contracts. System will serve as central repository for all University contracts.

3. SLU Contract Management
Non Standard intake and reviews across units
Difficult to track existing contracts with multiple contract management systems across campus
Contracts executed without appropriate reviews or authority
Multiple policies across the University
One system for all contracts
Automated review process with tracking of approvals
s and ancillary documents stored with the contract record
Integrated with DocuSign for e-signature by designated signers
Consistent policy for contract processing
Current State
Future State

4. School of Medicine & SLUCare
SLU Business Units
in Agiloft
Academic Affairs
Research
School of Medicine & SLUCare
University Administration

5. SLU Workflows in Agiloft
Three workflows have been created: - Department Workflows - Contract Type Workflows - Intake Question Workflows Contracts will always need department review and approval, additional approvals depend on answers selected on “Details” tab.

6. Workflow Order in Agiloft
Request Submitted
Contract Type Approvals
Intake Question Approvals
Dept Contract Manager
Department Approvals
Contract Manager
Signature
Contract Signed/Active

7. Contract Type Routing Contract Type Approval Team
Clinical Services Agreement, Locum Tenens
PMO
Managed Care
PMO – Managed Care
Independent Contractor Agreement
OGC
Marketing
MARCOM or SLUCare MARCOM
Trademark License
MARCOM
Patent License, Misc. IP License
Research Innovation Group, Inst. Conflict of Interest
Facilities: License Agreement, Real Estate Purchase/Sale, Real Estate Lease, Estoppel Certificate, Easement from D302
Real Estate Team
Facilities: Pricing, Service, Construction Contract, Professional Services (Architect and Engineer), Easement from outside D302
Construction Team
BAA
Compliance Team
Purchase, Membership/Group Purchasing, Equipment Lease
Business Services Team
Visiting Scientist/Faculty Agreement
SOM Deans Office or Provost Office (Research or Academic)
Study Abroad/Int’l Programs Agreement
International Services

8. Permissions
What you can see and do in Agiloft depends upon your assigned Group(s).
Group
Description
Contract Creators
Everyone with access to Agiloft. Can create contracts, view BAAs and Affiliation Agreements, and contracts for their own Department.
Contract Managers
Assigned to Departments; can view and edit all contracts they can be assigned to. Can route for signature via DocuSign.
Contract Owner/Responsible Party
Can view and edit all contracts for which they’re the responsible party.
Approvers
Can view and edit all contracts for which their team is assigned an approval.
Department Approvers
Can view and edit all contracts for which they are one of the Department Approvers.
View Only Specified
Can view contracts for Business Units, Divisions, and Departments for which the Admin has granted access.
Power Viewers
Can view all contracts.
Admin
Unlimited administrative access to Agiloft.