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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 is created from the account of an external Educational Institution.
It will contain details on the type of agreement (i.e. Transfer Credits).
Agreement Courses can be created under it, to specify what Courses from that external university are supported for credit transfer to our university here.
For a use case on credit transfer, see here: Transfer Credits.
As of v3.12, the Agreement object can also be used to support automatic credit transfer between different Courses within your own university.
With the new checkbox 'Use for Auto Credit Transfer' = TRUE, you can set up an Agreement with your own Educational Institution.
See here for the use case and steps: Auto Credit Transfer.
|Agreement Name||The name of this Agreement being created.|
|Partner/External Educational Institution||
Lookup to the related Educational Institution Account.
If 'Use for Auto Credit Transfer' is not checked, you will need to specify an external Institution.
If 'Use for Auto Credit Transfer' is checked, you will need to specify your own institution.
|Start Date||Agreement start date.|
|End Date||Agreement end date.|
Status of this Agreement. Picklist options:
|Type||The type of Agreement. Picklist option:|
|Use for Auto Credit Transfer||
This checkbox allows the Agreement object to support auto credit transfer between different Courses within your own university.
See use case here: Auto Credit Transfer.