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Agreement

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Agreement


The Agreement object (also named "Partner/External Agreement") represents an agreement between an Educational Institution and another external Educational Institution.

For example, an agreement can be made between two universities to have a credit transfer, from one institution to another.


It is the first of the records that need to be created for transferring credits. To find out how this object works in relation to credit transfer, head here.


A Partner/External Agreement can be created from the account of an external Educational Institution, where it will contain details on the partner/external Educational Institution and the type of agreement (i.e. Transfer Credits).




Important fields

Field Description
Agreement Name The name of this Agreement being created.
Partner/External Educational Institution  Lookup to the related Educational Institution Account‍.
Start Date Agreement start date.
End Date Agreement end date.
Status Status of this Agreement. Picklist options:
  • Draft.
  • Active.
  • Inactive.
  • Expired.
Type The type of Agreement. Picklist option:
  • Transfer Credits.



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