How to create add-on terms

General Introduction

Add-on terms enable you to automatically generate different transfer agreements based on the results of a questionnaire that is completed by the provider scientist at your institution. This allows you to create one template agreement with the core definitions and terms that are valid for a variety of different circumstances, to which additional terms get added as needed.
The correspondance between the questionnaire and which add-on term is added to the agreement is set in the workflow. First, however, it is necessary to create a database of add-on terms for your institution. Step-by-step instructions describing how to do this are below.

Step-by-step instructions

Note: This can be done by the Institutional Account Holder.

Add-on terms are grouped into term categories.

1. Click on "Institution Dashboard" in the menu bar at the top, then on "Template Agreements, Terms & Annexes".
   
2. Click on "Add-on Terms" in the menu bar at the left.
   
   Add-on terms are grouped into categories to organize them. For instance, all add-on terms related to biological safety could be grouped into a category called "Biological Safety". To create a term category, click on "Create new Term Category".
   
3. Give the term category a name and then click on "Add".
   
4. Now you can create an Add-on term to be placed in this category by clicking on "Add new Term".
   
5. Give this term a name (1). The name will not appear in the Transfer Agreement but is intended for you to easily recognize it for using it in a workflow. In our case, we are calling this term "BL2". Then, enter the text of the add-on term as you want it to appear in the Transfer Agreement (2). Do not give the term a number. The numbering gets done automatically by the TTConnect system when it adds the term to the agreement, and will depend on what other add-on terms are also added to the agreement. Finally, click on "Add" (3).
   
6. Now the add-on term you just created is visible in the "Biological Safety" category. You can create an additional add-on term by clicking again on "Add new Term".
   
7. As in the previous example, give the term a name (1) and the text that should appear in the Transfer Agreement (2) and click on "Add" (3).
   
8. Now both add-on terms you created are visible. You can continue adding Term Categories and Add-On Terms in this fashion.