Borealis lets you capture and manage an agreement in a single record throughout its lifecycle, from early negotiations and active management to renewal or expiry.
The agreement record provides a centralized place to track status, progress, key details, and related follow-up actions.
The agreement record provides a centralized place to track status, progress, key details, and related follow-up actions.
To Create an Agreement
- Navigate to Agreements in Land access.
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Click the + Create button in the Agreements list page.
- Fill in all mandatory fields in the Create an Agreement Window. You can also fill in any optional fields, as needed.
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General information
- Identifier: Name of the agreement.
- Agreement type: Type of agreement (for example, Addendum, Easem, ROW). Drop-down list can be configured form Agreement type data dictionary.
- Status: Indicates the current status of the agreement (for example, Planned, In negotiation or Active).
- Project: Select the project to which the agreement belongs.
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Relevant parties and areas
- Parcels covered: Multi selection drop-down list to identify parcels covered by this agreement. This field can be left blank if the agreement is not directly related to stakeholder parcels.
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Stakeholder selection: Defines how stakeholders related to the agreement are selected.
- Select manually: Allows you to manually select stakeholders from the stakeholder register.
- Select all parcel stakeholders: Automatically selects stakeholders based on the parcels covered.
- Stakeholders: Lists the stakeholders who are subject to the agreement.
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Representatives: Select the representative(s) of the stakeholder(s) through whom communications and engagements related to the agreement will be conducted.
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Assignment
- Responsible person: Select the staff member responsible for managing and overseeing the agreement.
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Geometry
- Definition of the geometry: Indicates how the geometry associated with the agreement was created. For example, the geometry may be Imported, Calculated from Parcels, or Drawn/Entered Manually.
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Expiry and renewal
- Perpetual: Set this field to 'Yes' if agreement continues indefinitely (Expiry date filed will be hidden).
- Expiry date: The date on which the agreement expires.
- Does this agreement have a renewal clause?: Indicates whether the agreement includes a renewal clause. If this filed is set to 'Yes', this agreement can be renewed using Confirm renewal option from Actions menu.
- Renewal process status: Status of the renewal process. i.e. In progress, Not started, Renewal submitted. This field is displayed only when Does This Agreement Have a Renewal Clause? is set to Yes.
- Renewal process start date: The date on which the agreement renewal process begins. This field is displayed only when Does This Agreement Have a Renewal Clause? is set to Yes. (Reminder notifications can be sent based on this date)
- Renewal notes: Enter any notes related to the renewal of an agreement.
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Other information
- Agreement description: Description of the content and purpose of the agreement.
- Click Save and view.