Overview

Manage your Roads & Third Party Addendum Requests in the Addendums Grid. There you can view, create, edit, delete and export your addendums. Utilize the search/filter options to narrow down the displayed addendums to efficiently find the ones you are looking for. Then when viewing the addendum details you can generate the documents and send for signature. This guide will demonstrate how to navigate to and manage your Addendums.

Navigate to Roads & Thirds Grids/Settings

Navigate to the Roads & Thirds Grid/Settings (ie. Additional Conditions, Master Rates, Master Agreements, Addendums, Requests, etc.) by clicking the Roads & Thirds dropdown menu at the top of the page. This will display all the Roads & Thirds related options.

Then click on an option to display its grids/settings.

Addendums Grid Overview

Summary of the Addendums Grid items:

1. File # - The assigned Addendum Number

2. Assigned To - The user that is currently assigned to the addendum

3. Grantee Name - The name of the Grantee Company for the addendum

4. Agreement Type - The type of request (Road Use or Third Party Agreement)

5. Status - The current status of the addendum

There are 7 different statuses for addendums - Access Granted, Active, Awaiting Approval, Awaiting Signature, Inactive, Rejected, Requested.

Summary of Addendum Statuses

Requested: Status given when the request is submitted via the Public Request Portal

Awaiting Approval: Status given when an Approver has been assigned to the request but awaiting approval/rejection

Access Granted: Status given when the assigned Approver has approved the request

Rejected: Status given when the request has been rejected

Note: If an Approver rejects a request it will NOT automatically change the status to Rejected. It will remain in its current status but will be flagged as rejected by the approver in both the Approvers section of the addendum and in the Requests page in Task View. If the request needs to be set to Rejected after reviewing the approvers decision they may do so by changing the status.

Awaiting Signature: Status given when a signature request has been sent out and is awaiting signature from the Grantee and/or Grantor

Active: Status given when the agreement has been signed by both the Grantee and Grantor and has been executed

Inactive: Status given when the addendum is no longer active

1. Addendum Status Date - The date the addendum was changed to its current status

2. Surface Location (From/Pad) - The Surface Location (From/Pad) of the requested activity being performed by the Requestor/Grantee for the addendum

3. Description - The description of the requested activity being performed by the Requestor/Grantee for the addendum