Overview: Terms and Conditions

Terms & Conditions are a set of rules or guidelines determined by the company a user works for. To add these T&C's into the Review Plan tab on the Dashboard, go to:

Plans > Edit Plans > Overview > Terms & Conditions.

On the left-hand side, there is a task pane that lists out all the Terms & Conditions. You can create, view, or Delete Terms & Conditions.

Section A - Name: Name the Terms & Conditions. This will show on the Plan Document page as well as on the Review Plan page. 

Section B - Fiscal Year: Select the fiscal year that the T&C will be applied for

Section C - Plans Associated with these Terms & Conditions:  Select the plan(s) these T&C should be associated to by clicking the "Change" button.

In the popup that appears, highlight the plans under the "Available Plans" list on the left side of the screen and click the right arrow ">" to move the plans into the "Selected Plans" section. The plans showing under "Selected Plans" will associate the T&C setup in Section D.

Section D - Edit: Enter in the Terms & Conditions text into this box. This is a Rich text field, with a limitation of 32,000 characters. 

NOTE: Admins can insert links or images. If images are used, they will need to upload via a URL. There are websites available that will allow users to save an image as a URL. Please work with your company's IT team to complete this request.