Tracking Your Agreements

Understanding Agreement Statuses

Statuses indicate the current phase of an agreement in the licensing process.

Agreement Status Types

Status	Description
In Progress	The agreement is being drafted or reviewed but is not yet active.
Active	The agreement is currently in effect and within its term dates.
Expiring Soon	The agreement is within 90 days of its expiration.
Expired	The agreement term has ended. Expired agreements are filtered out of the default view.

Primary Actions (Your Next Steps)

These actions are tasks you must complete to move the agreement forward.

Status	Action Required
Needs Review	The agreement is ready for review before approval.
Needs Approval	The agreement is ready for final approval or denial.
Needs Renewal	The agreement is eligible for renewal, and a request should be submitted.

Pending Actions

Pending actions indicate that the next step is with the other organization.

Pending Action	Description
Review Pending	Waiting for the other organization to review the agreement.
Approval Pending	Waiting for the other organization to approve the agreement.
Renewal Pending	Waiting for the other organization to respond to a renewal request.

Awareness Actions

Awareness actions provide information about an agreement but do not require immediate action.

Awareness Action	Description
Renewal Eligible	The agreement is 90 days from expiry and has not been requested for renewal.

Tracking Agreements by Status and Action

In the navigation bar, click 'License' to access the agreement list. You can also click on ‘View licenses’ under License management to access the list of agreements.

Sort and Filter

Find the search bar at the top of the agreement list.

Click the 'Sort and Filter' button next to the search bar.

Filter by Criteria

In the Sort and Filter panel, expand the filter sections.

You can filter agreements by:

Status: In Progress, Active, Expiring Soon, Expired, Denied
My Tasks: Actions assigned to you (e.g., Needs Review, Needs Approval)
My Organizations: Agreements linked to your organizations
Format: Content type (e.g., Text, Audio, Video)
License: License type (e.g., Open Access, Controlled Access)
Date: Creation date or expiry date

Select filters as needed and click 'Apply' to view results.