Approve or reject obligation tasks

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • As an obligation fulfiller, review obligation tasks in Obligation Management that have been submitted for approval, and take the appropriate action.

    Vorbereitungen

    Role required: sn_cm_obligation.obligation_fulfiller

    Prozedur

    1. Open the obligation task from the notification email, Employee Center, or Contract Workspace.
      OptionsSteps
      From the email notification Select the link in the notification email sent when an obligation task is assigned to you for approval to access the obligation task.
      From Employee Center
      1. Navigate to All > Self-Service > Employee Center.
      2. On the menu bar, select My Tasks.
      3. Select the obligation task under the Open tab.
      From Contract Workspace
      Hinweis:
      The sn_cm_workspace.contract_workspace_user role is required to access Legal Counsel Center.
      1. Navigate to All > Contract Workspace.
      2. Select the list icon (List icon).
      3. Select My work.
      4. Select Pending approvals.
      5. Select the obligation record that needs approval.
    2. Review the obligation task and approve or reject it.
      OptionsSteps
      From Employee Center
      • To approve the task, select Approve.
      • To reject the task, select Reject.
      From Contract Workspace
      1. In the State field, select Approved or Rejected.
      2. Select Save.

    Ergebnisse

    If the obligation task is approved, the assigned user is notified and the state of the obligation task changes to Closed complete.

    When the obligation task is rejected, the assigned user is notified and the state of the obligation task changes to Open.