--- title: "PLS: Master Agreement & Addendum Overview" description: This section walks through a typical use-case of Master Agreements and their work flow. --- [Skip to content](https://help.schoolpathways.com/knowledge/archiving-a-master-agreement-in-the-pls#main-content) [![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=250&height=117&name=School%20Pathways%20Horizontal%20logo%20DARK.png)](https://help.schoolpathways.com/knowledge?hsLang=en) - [Help Center - Knowledge Base](https://help.schoolpathways.com/knowledge) - [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) Open main navigation Close main navigation - [Help Center - Knowledge Base](https://help.schoolpathways.com/knowledge) - [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) - [Contact us](https://help.schoolpathways.com/knowledge/contact-us-form-) [Contact us](https://help.schoolpathways.com/knowledge/contact-us-form-?hsLang=en) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center - Knowledge Base](https://help.schoolpathways.com/knowledge?hsLang=en) 2. [Personalized Learning (PLS)](https://help.schoolpathways.com/knowledge/personalized-learning-pls?hsLang=en) 3. [PLS - Master Agreements](https://help.schoolpathways.com/knowledge/personalized-learning-pls?hsLang=en#pls-master-agreements) October 7, 2025 # PLS: Master Agreement & Addendum Overview ## This section walks through a typical use-case of Master Agreements and their work flow. - Master Agreements can be created for current students- in either an ADA enrollment or informational enrollment. The enrollment can also be in the future - The students will need to have a teacher of record (IS Staff Association) - For MA's created from the PLS Roster **(Teachers\>PLS Student Roster)**- adjusting date filters is required to see the student if enrollment or staff association is in the future - For MA's created from the student dashboard there must be a current staff association as well as enrollment record - If needing to adjust date ranges for MAs, then the MA need to be created on the PLS Roster. - Addendums are created from the same area as an MA, Scroll to bottom of guide to see the process. To Learn how to Create or Update an MA Template click this link for directions [Create / Edit Master Agreement Click Here](https://help.schoolpathways.com/knowledge/edit-master-agreement?hsLang=en) --- ### **Creating Master Agreements** Click **Roster** or follow **Teachers\>PLS/Student Roster** ![](https://help.schoolpathways.com/hubfs/image-png-Aug-04-2022-10-16-46-03-PM.png) **Step 1:** Click **Arrow** to expand Student Roster **Step 2:**  Select School Year, Track, and Date Range filters **Step 3:** Click on the **Search** button **Step 4:** Click on the **blue arrow icon** to expand the student’s folder for a list of classes ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Feb-28-2024-04-48-57-3506-PM.png?width=501&height=221&name=image-png-Feb-28-2024-04-48-57-3506-PM.png)  Teachers or admin who are creating MAs should use their filter options at the top of the roster and select the appropriate Track.(If your School Uses Tracks) This will help default the Master Agreement to the correct track and reporting period for your students.   **Step 5:** Click on the **Master Agreement Tab** ( be sure you are in the correct semester)  **Step 6:** Click on the **Master Agreement** Blue Link ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Feb-28-2024-04-49-51-5874-PM.png?width=501&height=106&name=image-png-Feb-28-2024-04-49-51-5874-PM.png) \*When creating a master agreement for the first time or if the student has multiple enrollments within the filtered date range, you will see the following warning message. This is purely a **warning**  and may be removed by clicking on the **red x.**  **Step 7:** Filters section will default, you canadjust the filters as needed  - Fill in Time and Day if blank - **Select Independent Study/Master Agreement Report Template :** Select the desired Master Agreement that you would like to use if your school has multiple Master Agreements on file. ![Screenshot 2025-10-07 at 12.11.08 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202025-10-07%20at%2012.11.08%20PM.png?width=670&height=123&name=Screenshot%202025-10-07%20at%2012.11.08%20PM.png)   **Step 8:** Click **Save Master Agreement (and Archive or Print)**   ![Screenshot 2025-10-07 at 12.09.06 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202025-10-07%20at%2012.09.06%20PM.png?width=669&height=330&name=Screenshot%202025-10-07%20at%2012.09.06%20PM.png) \*All required fields must be input prior to saving master agreement.  **Step 9: Preview the Dialogue Box** - You can edit and customize the title of the new master agreement instance. Recommended if creating a new Master Agreement or Addendum. **Step 10:** Click on the **Save Settings** ![](https://help.schoolpathways.com/hubfs/image-png-Jul-22-2022-12-12-36-52-AM.png) **Step 11:** After clicking **Save Settings**, the page will refresh and you will have the options to Archive or Print.  Note: Archive will only show for schools who use our Archiving module - Archive: enables the ability to invite and collect digital signatures on documents. Also provides digital storage of the documents - Print: provides a PDF that can be used to collect wet signatures. - An archiving school can print for wet signatures if needed. The document can then be uploaded into the archives for digital storage. \* If the student already has a signed and accepted Master Agreement for the date range specified, you’ll receive a warning message. This is a warning that may be bypassed if desired. If you wish to proceed you can click the **Continue** button to move past notification or Cancel to return to the PLS Roster. **Important Information:** Students with unspecified Districts have the Classroom Option line hidden on their Master Agreements. 1\. If School Default Settings have been set for the Master Agreement, only highlighted fields in green can be edited. If you wish to copy master agreement settings from the most recent master agreement document, click **COPY from most recent Master Agreement tab** ![](https://help.schoolpathways.com/hubfs/image-png-Jul-22-2022-12-13-20-00-AM.png) - If a save is attempted prior to a required field being input, you will receive a warning to return to the master agreement settings page and input missing field. - The Master Agreement document will open in a web version with signature boxes. If a student and parent are not available to sign the document on your computer at the time of creation, you can email one or both an invitation to sign. --- #### **Signing the Master Agreement- Archiving Schools** For any signature you want to collect, a signature or email is required. When inviting users to sign, and email must be in place or they will not be allowed to sign the document. **Invite by Email:** Click in the **Invite Email Address** field- this will populate a list of available emails associated with the student/parent/teacher/support staff (all depending on which field you are in). Alternatively you can key enter any email address. **Sign on the Screen:** used by the teacher and often if the student and/or parent is right there with the teacher. - Click in the **signature box** to sign electronically. - If needed: Click the **eraser tool** in the right hand corner to redo your signature. Type your name (or if the student, parent, other staff is signing they would type theirs in their respective fields) ![](https://help.schoolpathways.com/hubfs/image-png-Jul-22-2022-12-13-53-57-AM.png) - Use **Other Staff** signature boxes to invite additional staff that might need to sign the Master Agreement. For example, SPED or Counseling Oversight Staff Members. - You may invite by email or click on the Green ***invite staff to sign.. button to search by name or position if email is unknown.*** - **eSignature-Optional Feature:**  Enter Name into the text box, then **Click the E-signature Box**, this will populate the signature as typed in the “Name Box” **Completing the Invite** - Repeat the email invite/signature process for the Acknowledgements and Responsibilities document if applicable. - When all invitations have been entered or fulfilled, click on **Send Invitation(s) / Submit Agreement** at the bottom of the page. Documents are then automatically emailed to any student, parent/guardian/caregiver, as well as staff to sign. They will receive an email with a **Click Here to Sign Invitation Link** directing them to sign using their computer mouse, stylus pen or touchpad on their keyboard. - Users will scroll down the document to identify requested signature areas noted by the Sign Here/ Post it note. Once all Signature requests have been fulfilled, click on the **Send Invitation*(s) / Submit Agreement*** *button at the bottom of the page* #### **Signature Approval/Review** Once all signatures have been obtained, the teacher will receive an email indicating that they have a document ready to finalize. This can be completed via the email.  Documents can also be accessed via the [Sign Documents Compliance page](https://help.schoolpathways.com/knowledge/page/archive/sign_compliance?hsLang=en) in School Pathways **Finalize the Process via the emailed link:** - Review the document for complete Signatures and click the Send Invitations(s) / Submit Agreement button at the bottom of the page. **Finalize via Sign Documents Compliance** - **Teachers \> Compliance \> Signed Documents Compliance** Once everyone has signed the documents the students file will be collapsed down. Expand to see green checks will be visible for all signature lines requested - Click the **Arrow** next to the student’s name to expand the section - Click **Finalize/Invite** Others Link to complete the process - Review the signatures and click **Send Invitations(s) / Submit Agreement** button at the bottom of the page. --- ### **Approving MAs- Admin** - **Teachers \> Compliance \> Archive Compliance** **Adjust your Filters:** - **Recommended Filters-** School Year, Date Range, Staff - For large schools: we highly recommend filtering by staff. This page will time-out with large amounts of unfiltered information. - **Use Other Options** to choose the specific Report Title as well as the option to filter by different document status' **![](https://help.schoolpathways.com/hubfs/image-png-Sep-02-2022-09-58-51-90-PM.png)**   - You will see next to the Students Name a box that is **Yellow (this means unapproved), if you** click on the **dropdown you have the option to approve this document.** **![](https://help.schoolpathways.com/hubfs/image-png-Sep-02-2022-10-04-10-59-PM.png)** - You also have the option to view **All Students MAs** in a stack by clicking on **Approval Stack,** - Click **Approve, Skip, Reject or Next** to make no action and move onto the next document. **![Screenshot 2025-10-07 at 12.06.12 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202025-10-07%20at%2012.06.12%20PM.png?width=609&height=71&name=Screenshot%202025-10-07%20at%2012.06.12%20PM.png)** Important Notes: - If you Create new Class **AFTER** MAs have been sent out, you will:  1\. See the Warning come up on the Roster that MAs are needed 2\. 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[Page Policies](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#page-policies) - [Collector](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#collector) - [Activity Logs](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#activity-logs) - [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#main-content) - [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#webinars) - [End of Year Checklist for Classroom Based /Video](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#end-of-year-checklist-for-classroom-based-video) - [Distance Learning / Videos](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#distance-learning-videos) - [Zoom](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#main-content) - [Reports](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#reports) - [Teachers Step 2](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-2) - [Teachers Step 1](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-1) - [Admin](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#admin) - [CALPADS](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#main-content) - [CCI Dashboard Tour](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#cci-dashboard-tour) - [AI Tools](https://help.schoolpathways.com/knowledge/ai-tools?hsLang=en) [![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=200&height=93&name=School%20Pathways%20Horizontal%20logo%20DARK.png "School Pathways Horizontal logo DARK")](https://help.schoolpathways.com/knowledge?hsLang=en) | [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | [SIS Log In](https://milestone.plsis.com/mod.php/index.php?) | [School Pathways Blog](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | Contact Us | | --- | --- | --- | --- |   [mailto:customerservice@schoolpathways.com](mailto:customerservice@schoolpathways.com) ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "USA", "addressLocality" : "Portola", "addressRegion" : "CA", "postalCode" : "96122", "streetAddress" : "PO Box 432" }, "description" : "School Pathways offers K-12 Student Information System (SIS) and education software for charter schools and non-traditional programs.", "email" : "hello@schoolpathways.com", "logo" : "https://learn.schoolpathways.com/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png", "name" : "School Pathways", "sameAs" : [ "https://www.linkedin.com/company/school-pathways-llc", "https://www.facebook.com/schoolpathways/", "https://x.com/_schoolpathways" ], "telephone" : "866-200-6936", "url" : "https://schoolpathways.com/" } ```