Obligation Fulfillment in the Classic UI
You can manage and track the completion of obligations from the Manage Fulfillment page. Once a contract is activated, fulfillment records are created for all the active contract obligations. The Obligation Fulfillment page displays a list of contracts having obligations for fulfillment. Clicking the contract link displays all the obligation fulfillment records created for the contract. You can track the obligation fulfillment through its status.
The assignee and reviewer for an obligation are selected at the time of creating an obligation. The assignee can submit an obligation for fulfillment by providing necessary information, which then triggers a review process. The reviewer can accept or reject the submitted fulfillment based on its completeness and accuracy. If required, the contract managers can waive an obligation from fulfillment.
For an active contract, when a contract manager assigns or delegates an obligation to a user (assignee or reviewer) or delegates an obligation to another user, if the selected user does not already have access to the contract, the system displays a confirmation prompt during assignment. Contract access is granted only if the contract manager confirms. If the contract manager declines, the obligation is still assigned, but the user does not receive access to the contract. A notification is sent to the newly assigned user informing them of the assignment. All future notifications and reminders are directed exclusively to the new assignee. The previous assignee stops receiving all notifications and reminders for the obligation fulfillment.
For more information about notifications, see Obligations Notifications.
Obligation Fulfillment Lifecycle
Fulfillment records are generated for active obligations when a contract is activated. You can track obligation fulfilment records through statuses to ensure timely completion and compliance.
| Status | Meaning | Set By | Can be edited? |
|---|---|---|---|
| Pending Fulfillment | Fulfillment record created, assignee has not yet submitted | System (on contract activation) | Yes — assignee can submit |
| Pending Review | Assignee has submitted; awaiting reviewer decision | System (on submission) | No |
| Fulfilled on Time | Reviewer accepted the submission before the due date | Reviewer | No (terminal) |
| Fulfilled Late | Reviewer accepted the submission after the due date | Reviewer | No (terminal) |
| Rejected | Reviewer declined the submission | Reviewer | No (terminal) |
| Waived | Contract manager chose not to enforce the obligation | Contract manager | No (terminal) |
| Canceled | Pending obligations of a contract terminated or expired. Or, the obligation was inactivated on amendment, fullfilment record is canceled upon activation of the amended contract. | System | No (terminal) |
| Superseded | Replaced by a new fulfillment record when the contract was amended | System | No (terminal) |
Viewing the Fulfillment Records
You can view fulfillment records either from a contract or from the list of fulfillment records across contracts.
To open a fulfillment record from a contract
-
Open the contract and click Obligations in LINKS.
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Click Fulfilllment tab. A list of contract's obligation fulfillment records is displayed.
Click Fulfillment Number link.
To open a fulfillment record from the Manage Fulfillment menu
Go to Manage Fulfillment menu.A list of contracts having obligation fulfillment records is displayed.
Click the right arrow (
) to expand the required contract.A list of fulfillment records for the contract is displayed.
Click Obligation Name link. Obligation details are displayed.