Lifecycle Of An Umbrella Agreement

The following diagram illustrates the lifecycle of an umbrella agreement.

The Umbrella Agreement lifecycle is comprised of the Pending and Complete states. The umbrella agreement is created in Pending state. A pending umbrella agreement transitions to the Complete state if there is at least one terms of service record linked to it and if none of its terms of service records are pending.

Pending The umbrella agreement is created in pending status.

You may delete a pending umbrella agreement. Deleting a UA also deletes its terms of service records.

Complete Only complete umbrella agreements are considered effective. You may transition a UA to complete if there is at least one terms of service record linked to it and if none of its TOS records are in pending status.

Under unusual circumstances, a complete umbrella agreement may be changed back to pending to correct errors.