Search/Filter

In the Master Agreements Grid filter the agreements 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.

Summary of the Master Agreements Search/Filter options:

1. Agreements Search - Enter keywords into the search bar to search for full or partial matches in the Master Agreement/File Number, Grantor/Grantee Name, Contact Name/Email or Notes fields

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

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

Summary of Master Agreement Statuses

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

Inactive: Status given when the Master Agreement has been terminated or is no longer in use by the Grantor

Rejected: Status given when the Master Agreement has been rejected by the Grantor

Note: This status has to be manually set if needed as it is not connected to the Master Agreement workflow.

Requested: Status given when the Master Agreement has been created either manually or through the Public Request Portal and has not yet been sent out for signature to the Grantee

Unexecuted: Status given when the Master Agreement has been approved and has not yet been sent out for signature

Note: This status has to be manually set if needed as it is not connected to the Master Agreement workflow.

Waiting for Approval: Status given when the Master Agreement is waiting to be approved

Note: This status has to be manually set if needed as it is not connected to the Master Agreement workflow.

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