Update the state of a contract obligation

The following users can update the state of an obligation:

• Members of the responsible party for the obligation.

• Users with the following contract roles:

  • Contractor Representative

  • Contractor Administrator

  • Contractor Information Management

    Note Company users with the appropriate permissions can also update obligation states.

    Note An obligation which was automatically created from a communication will be set to Completed when the required response (agreement and/or a reply) has been made. The obligation can also be manually set to Completed if necessary.

To update the state of the obligation:

1. On the Obligations tab of the Contract page, click the obligation to open its details pane on the right-hand side of the page.

2. Click the icon for the State.

3. From the drop-down list which is displayed, select the new state of the obligation.

4. Click to save the change.

   The pane is refreshed to show the new state of the obligation.

   Note Once an obligation has a state of Completed, it cannot then become Overdue. If it was already marked as Overdue, this flag is removed and the counter displaying the due date is updated to Completed.