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Update workflow.md
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CS&S requested changes to the workflow used to create service agreements based on their template. The changes are memorialized here in an updated standard operating procedure.
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colliand authored Jan 23, 2024
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Expand Up @@ -122,11 +122,15 @@ A lead confirmed an upcoming meeting with 2i2c. Calendly sends an automatic mess

A member of 2i2c Partnerships Team sends email to [email protected] requesting `Send Draft Contract` to PartnerX contact email(s). 2i2c's Partnerships Assistant carrys out the following actions script:

1. Copy 2i2c Team Drive >> Partnerships >> Templates >> [Template] service agreement... into PartnerX folder
2. Replace `PartnerX` names by name of partner organization in draft service agreement
3. Remame [Template file] to `PartnerX - 2i2c - CS&S Services Agreement`
4. Set sharing of service agreement (with editor rights) with lead contacts
5. Add dated entry "YYYY-MM-DD Sent (Draft) Service Agreement as shared Google doc" to PartnerX >> Running Notes... file
1. In the [Agreements folder](https://drive.google.com/drive/u/1/folders/1d2N0F0zn3-7wG1FrA_6FHgHtNAyMcJr8), navigate to the folder for the partner you're contracting for (or create a new one if needed) - this step is important for Step 5.
2. Return to the Agreements folder and navigate to the [Templates folder](https://drive.google.com/drive/u/1/folders/1oRFLPChp8J9GpgWpnalF74752oNh9tt8), and open the [[TEMPLATE] Outbound Services Agreement shortcut](https://docs.google.com/document/d/1kPgSddJ_Sob0XcTbkDy5UShIAVKPmm04P9ZLsYiOV20/edit#heading=h.qo34o8p9in1e).
3. In the template document, from the menu bar, select `File > Make a copy`
4. Name the copy appropriately (i.e. `PartnerX + 2i2c/CS&S - Services Agreement YYYY-MM-DD`)
5. Click the box below the word "Folder," and in the pop-up menu, the partner folder you navigated to in Step 1 should appear at the top of the list. Mouse-over it and hit the Select button
6. Do not check either of the boxes (re: sharing or copying comments)
7. Click Make a Copy - your new agreement will open, and will be filed in the appropriate partner folder.
8. Set sharing of service agreement (with editor rights) with lead contacts
9. Add dated entry "YYYY-MM-DD Sent (Draft) Service Agreement as shared Google doc" to `PartnerX >> Running Notes...` file

### SOP: Service Agreement Negotiation

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