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Search/Filter

In the Addendums Grid filter the addendums to help find the information you are looking for (ie. Filter for only Road Use Agreements). Select the search/filter criteria and click Search to display the results. To clear the search/filters and return to the default click the X.

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Summary of the Addendums Search/Filter options:

  1. Addendums Search - Enter keywords into the search bar to search for full or partial matches in the Addendum/File Number, Grantee Company Name, Requestor Email, Assigned To Person, Previous File #, Grantee File #, Surface Locations, or Description fields

  1. Agreement Type - Select the type of agreement (Road Use Agreement or Third Party Agreement)

  1. Addendum Status - Select the current status of the request (ie. Active, Inactive, Requested, etc.)

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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

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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Inactive: Status given when the addendum is no longer active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. Assigned to me - Select this option to narrow the results to what requests you are currently an Assigned To, Approver or Notify Person for.

  1. Request Date - Enter a From/To date for a Requested Date range

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