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Create obligation records › Obligation Management › Use › Contract Management Pro › Legal and Contract Operations › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an ad hoc obligation task

Create an obligation task required only once or at irregular intervals to track and fulfill an obligation specified in a contract.

Before you begin

The obligation and contract must be in Active state.

The schedule type in the obligation record must be Adhoc.

Role required: sn_cm_obligation.obligation_fulfiller

Procedure

  1. Open an obligation from the workspace that you are using.
MethodSteps
Contract Workspace
  1. Navigate to All > Contract Workspace.
  2. Select the List icon (
    Image omitted: lsd-lcc-list-icon.png
    List icon).</li>
  3. Select Obligations.
  4. Select All obligations.
  5. Select an active obligation record.
Workspace used by your application
  1. Navigate to your workspace.
  2. Open a contract request that is in Closed complete or Contract signed state.
  3. Select the Contract repository tab.
  4. Open an active contract record.
  5. Select the Obligations tab.
  6. Select an active obligation record.

  1. Select the Obligation tasks tab.

  2. Select New.

  3. On the New obligation task page, in the Assigned to field, update the assigned user.

  4. In the Due date field, select the due date for the obligation task.

  5. Select Save.

Result

The obligation task is created and the assigned user is notified through email.

Parent Topic:Create obligation records