Create obligation records

Release version: Washingtondc

Updated September 28, 2024

1 minute to read

Create obligation records for signed contracts in Obligation Management to fulfill the responsibilities specified in the contract through obligation tasks. Recurring obligation tasks are automatically created from the record. You can also add ad hoc obligation tasks that are performed only once or at irregular intervals.

About this task

Note:

For more information about adding obligation tasks that are performed only once or at irregular intervals, see Create an ad hoc obligation task.

Before you begin

The contract record must be in Active state.

The group managers of the Legal Contract Owners and Obligation Fulfillers groups must also be a member of the respective group.

Role required: sn_cm_obligation.obligation_fulfiller

Procedure

Navigate to All > Legal Request > Legal Counsel Center.
Select the List icon ().
Navigate to Legal Contracts > All Contracts.
Select an active contract repository record.
Select the Obligations tab.
Select New.

Note:
If the New button is not available, verify that the selected contract is active.
On the form, fill in the fields.
For more information, see Obligation form
Select Save.