ICI Obligation Management - Revision history

IDT-1 at 10:05, 9 June 2022

2022-06-09T10:05:12Z

WikiSysop at 07:25, 24 May 2022

2022-05-24T07:25:48Z

WikiSysop at 07:09, 24 May 2022

2022-05-24T07:09:40Z

WikiSysop at 07:07, 24 May 2022

2022-05-24T07:07:01Z

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WikiSysop at 06:25, 24 May 2022

2022-05-24T06:25:37Z

WikiSysop at 06:24, 24 May 2022

2022-05-24T06:24:20Z

WikiSysop at 06:15, 24 May 2022

2022-05-24T06:15:35Z

WikiSysop at 06:14, 24 May 2022

2022-05-24T06:14:15Z

WikiSysop at 06:00, 16 February 2022

2022-02-16T06:00:50Z

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IDT-1 at 09:16, 11 January 2022

2022-01-11T09:16:32Z

@@ Line 777: / Line 777: @@
 &nbsp;Agreements are now created in bulk with the added&nbsp;Associations.
 == Obligation Library ==
@@ Line 849: / Line 850: @@
 .&nbsp;&nbsp; &nbsp;Open the Menu pane in expanded view and navigate to the “Discover” option under “Obligations”.
-<div class="image-green-border">[[File:8.1omapp19.png|280px]]</div>
+<div class="image-green-border">[[File:8.1omapp19.png|280px|8.1omapp19.png]]</div>
 .&nbsp;&nbsp;&nbsp;&nbsp; The discovered obligations are displayed. Select the individual obligations for which you want to create Obligations in bulk and then click “Create Obligations”.
-<div class="image-green-border">[[File:8.1omapp20.png|720px]]</div>
+<div class="image-green-border">[[File:8.1omapp20.png|720px|8.1omapp20.png]]</div>
 .&nbsp;&nbsp; &nbsp;A notification for Obligation creation process is displayed.
-<div class="image-green-border">[[File:8.1omapp21.png|720px]]</div>
+<div class="image-green-border">[[File:8.1omapp21.png|720px|8.1omapp21.png]]</div>
 .&nbsp;&nbsp;&nbsp;&nbsp; You will receive an email about the obligation creation status. You can also view the status of obligations created in the “Notifications” menu.
 &nbsp; &nbsp; &nbsp; &nbsp; i.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Email Notification:
-<div class="image-green-border">[[File:8.1omapp22.png|800px]]</div>
+<div class="image-green-border">[[File:8.1omapp22.png|800px|8.1omapp22.png]]</div>
 &nbsp; &nbsp; &nbsp; &nbsp;ii.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Notifications Page:
-<div class="image-green-border">[[File:8.1omapp23.png|800px]]</div>
+<div class="image-green-border">[[File:8.1omapp23.png|800px|8.1omapp23.png]]</div>
-−
 == Glossary ==
@@ Line 873: / Line 873: @@
 {|
 |-
-| <span style="font-size: 13.718px;">'''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;&#124;&nbsp;[[ICM_Sourcing_App|ICI Sourcing App]]&nbsp;&#124;&nbsp;[[Obligation_AI|Obligation AI]]&nbsp;&#124;</span>
+| <span style="font-size: 13.718px;">'''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;&#124;&nbsp;[[ICI_Sourcing_App|ICI Sourcing App]]&nbsp;&#124;&nbsp;[[Obligation_AI|Obligation AI]]&nbsp;&#124;</span>
 |}
 </div> </div> </div> </div> </div>
 |}

@@ Line 776: / Line 776: @@
 <div class="image-green-border">[[File:8.0-OM36 Bulk-Actions.png|320px|8.0-OM36 Bulk-Actions.png]]<br/> &nbsp;<br/> 2. '''Click'''&nbsp;"Update Existing". The "Update Bulk Action Workbook" page opens.</div> <div class="image-green-border">3. '''Select'''&nbsp;the "Bulk Upload Action". For example, "Add Association To Agreement".<br/> 4. '''Select'''&nbsp;the "Saved Search"''. ''For example, "All Agreements".<br/> 5. '''Select'''&nbsp;the "Contract Type Name"''.&nbsp;''For example, "ICMOMBasicAgreement".<br/> 6. '''Select''' the Association. For example, "ICIOMAppObligation".<br/> 7. '''Click'''&nbsp;"Next".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM36.1 Bulk-Actions.png|520px|8.0-OM36.1 Bulk-Actions.png]]</div> <div class="image-green-border"><br/> &nbsp;<br/> 8. '''Select''' an attribute from the "Available Attribute" list as per your requirement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM36.2 Bulk-Actions.png|520px|8.0-OM36.2 Bulk-Actions.png]]</div> <div class="image-green-border">&nbsp;<br/> 9. '''Click'''&nbsp;"Generate Workbook". The workbook will get downloaded and seen in the bottom right as shown in the screenshot below.<br/> 10. '''Add '''the attribute values in the Workbook.<br/> 11. '''Save''' the Workbook.<br/> 12. '''Click'''&nbsp;"Add Batch" on the Bulk Action Management page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM36.3 Bulk-Actions.png|720px|8.0-OM36.3 Bulk-Actions.png]]</div> <div class="image-green-border"><br/> 13. '''Enter''' a "Batch Name". For example, "Obligation_MSA".<br/> 14. '''Select''' the "Data file" and the "Attached Zip File"<br/> 15. '''Click'''&nbsp;"Add".&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM36.4 Bulk-Actions.png|720px|8.0-OM36.4 Bulk-Actions.png]]</div>
 &nbsp;Agreements are now created in bulk with the added&nbsp;Associations.
 == Obligation Library ==
@@ Line 838: / Line 839: @@
 <div class="image-green-border">2.&nbsp;'''Click '''“Send for Approval”.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">When the agreement goes through approval, the obligation event rule gets triggered and creates target objects automatically from a predefined list of obligations. There is a processing time during which a notification is displayed: “The agreement is being transitioned to the next state”.</div>
 .&nbsp;'''Click '''on the “Refresh” button to refresh the agreement page and process to the auto-instantiated state showing obligations, as evident by the number displayed on the left pane.
-<div class="note-box">'''Note:''' It might take a few rounds of refreshes for obligations to take effect and display. Eventually, all the auto-instantiated obligations get reflected on the agreements.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-Auto-Instantiation-Attachment.PNG|720px|8.0-OM-Auto-Instantiation-Attachment.PNG]]</div>
+<div class="note-box">'''Note:''' It might take a few rounds of refreshes for obligations to take effect and display. Eventually, all the auto-instantiated obligations get reflected on the agreements.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-Auto-Instantiation-Attachment.PNG|720px|8.0-OM-Auto-Instantiation-Attachment.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 == Glossary ==

@@ Line 468: / Line 468: @@
 All approved obligations of the&nbsp;MSA_OM agreement (Parent agreement) have been&nbsp;inherited by the SOW_OM agreement (Child). Any changes made to the parent contracts obligations have been cascaded to the child agreement's&nbsp;obligations.
 <div class="note-box">'''Note''': The seeded attribute Allow Cascade Action is already set to Yes for the Contract Type&nbsp;(for example, MSA_OM).&nbsp;</div>
-=== &nbsp; ===
+&nbsp;
-=== Creating&nbsp;Obligation Groups ===
+== Creating&nbsp;Obligation Groups ==
 You can logically group Obligations under different categories. You can have a parent obligation and group several child obligations under it. You can also cascade the attribute changes from parent obligation to the child obligation, and the child obligations automatically inherit the changes.
@@ Line 480: / Line 480: @@
 *By Phase: Obligations that should be fulfilled on completion of defined phases of contract execution can be classified in a group. For example, every contract completion stage can have an associated payment milestone. Thus, all obligations to be fulfilled on accomplishing a particular milestone are grouped together.
-==== Creating an Obligation Group ====
+=== Creating an Obligation Group ===
 To create obligation groups, do the following:
@@ Line 487: / Line 487: @@
 .&nbsp;&nbsp;&nbsp; Using the “View Details” option, open the details page of the Agreement of which you want to manage the obligations.
-<div class="image-green-border">[[File:8.1omapp5.png|800px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
+<div class="image-green-border">[[File:8.1omapp5.png|800px|8.1omapp5.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
 .&nbsp;&nbsp;&nbsp;&nbsp; On the Agreement details page, open the Menu pane in expanded view.
@@ Line 494: / Line 494: @@
 .&nbsp;&nbsp;&nbsp; Click “Manage” under the Obligations option. The obligations under that Agreement are displayed in the right-side pane.
-[[File:8.1omapp6.png|800px]]
+[[File:8.1omapp6.png|800px|8.1omapp6.png]]
 .&nbsp;&nbsp;&nbsp;&nbsp; Click “Create Group”. In the Create Obligation Group drawer, enter the following details:
@@ Line 504: / Line 504: @@
 A list of child obligations associated with the parent obligation is displayed.
-[[File:8.1omapp7.png|720px]]
+[[File:8.1omapp7.png|720px|8.1omapp7.png]]
 .&nbsp;&nbsp;&nbsp;&nbsp; Select the child obligations of which you want to create a group and then click “Create”.
-[[File:8.1omapp8.png|720px]]
+[[File:8.1omapp8.png|720px|8.1omapp8.png]]
 .&nbsp;&nbsp;&nbsp;&nbsp; A notification about obligation group creation is displayed.
-[[File:8.1omapp9.png|720px]]
+[[File:8.1omapp9.png|720px|8.1omapp9.png]]
-==== <br/> Viewing an Obligation Group ====
+=== <br/> Viewing an Obligation Group ===
 To view and manage obligation groups, do the following:
@@ Line 522: / Line 522: @@
 .&nbsp;&nbsp;&nbsp; On the list of Obligations page, click “View Group”.
-[[File:8.1omapp10.png|800px]]
+[[File:8.1omapp10.png|800px|8.1omapp10.png]]
 .&nbsp;&nbsp;&nbsp;&nbsp; In the Create Obligation Group drawer, you can view the Obligation Group that is created and the associated obligations under that group. For example, “DemoTest”, in this case.
-[[File:8.1omapp11.png|800px]]
+[[File:8.1omapp11.png|800px|8.1omapp11.png]]
-==== Ungrouping an Obligation Group ====
+=== Ungrouping an Obligation Group ===
 To manage obligation groups, do the following:
@@ Line 538: / Line 538: @@
 .&nbsp;&nbsp;&nbsp; In the Create Obligation Group drawer, click the ellipsis (…) icon against the group name and then click “Ungroup’.
-[[File:8.1omapp12.png|800px]]
+[[File:8.1omapp12.png|800px|8.1omapp12.png]]
-==== Cascading Attributes in an Obligation Group ====
+=== Cascading Attributes in an Obligation Group ===
 To manage obligation groups, do the following:
@@ Line 550: / Line 550: @@
 .&nbsp;&nbsp;&nbsp; In the Create Obligation Group drawer, click “View Details” icon for the respective obligation group.
-[[File:8.1omapp13.png|800px]]
+[[File:8.1omapp13.png|800px|8.1omapp13.png]]
 .&nbsp;&nbsp;&nbsp;&nbsp; Obligation Details page of the corresponding group opens. To change the attribute parameters, click “Edit”.
-[[File:8.1omapp14.png|800px]]
+[[File:8.1omapp14.png|800px|8.1omapp14.png]]
 .&nbsp;&nbsp;&nbsp;&nbsp; The Edit Obligation page opens. Edit the required fields. As an example, change the End Date of the obligation from 4<sup>th</sup> May 2022 to 20<sup>th</sup> May 2022.
-[[File:8.1omapp15.png|720px]]
+[[File:8.1omapp15.png|720px|8.1omapp15.png]]
 .&nbsp;&nbsp;&nbsp;&nbsp; Click “Update” to save the changes.
@@ Line 566: / Line 566: @@
 .&nbsp;&nbsp;&nbsp; Click “Refresh”. You will notice that the End Date is updated for the parent as well as the child obligations.
-[[File:8.1omapp16.png|800px]]
+[[File:8.1omapp16.png|800px|8.1omapp16.png]]
 The end date change applied to the parent obligation is successfully cascaded to the child obligations.
-==== Inheriting obligations after grouping ====
+=== Inheriting obligations after grouping ===
 The grouping of obligations must be cascaded to the inherited obligations as well. Consider the following example: the obligation gets created in child agreement (SOW), and Master and Child obligation relation is associated with SOW agreement only as explained in below example:
-[[File:8.1omapp17.PNG|720px]]
+[[File:8.1omapp17.PNG|720px|8.1omapp17.PNG]]
 After Inheritance:
-[[File:8.1omapp18.PNG|720px]]
+[[File:8.1omapp18.PNG|720px|8.1omapp18.PNG]]
 </div>
 == Working with Fulfillments ==

@@ Line 341: / Line 341: @@
 .&nbsp;'''Click the&nbsp;'''“Obligations” navigation tile or menu on the top.
 <div class="image-green-border">2.&nbsp;'''Click '''“My&nbsp;Fulfillments”. The index page opens listing fulfillments.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-16-My-Fulfillments.PNG|720px|8.0-OM-16-My-Fulfillments.PNG]]</div>
 == Creating an Obligation for an Agreement ==
@@ Line 373: / Line 374: @@
 .&nbsp;'''Select '''“Manual” in the “Frequency Type” dropdown.
-<div class="image-green-border">[[File:8.0-OM21-Agreement-Manage4.png|600px|8.0-OM21-Agreement-Manage4.png]]</div> <div class="image-green-border"><br/> 2. '''Select '''"Overdue Buffer Days".&nbsp;</div> <div class="image-green-border">3.&nbsp;'''Select '''a date in the “End Date” field.&nbsp;</div> <div class="image-green-border">Under the "Configuration Parameter" section,<br/> 1.&nbsp;'''Set '''the “Allow Inheritance” field to “Yes”.<br/> 2.&nbsp;'''Set '''the “Allow Fulfillment Tracking” field to “Yes”.<br/> 3.&nbsp;'''Select '''a file in the “File Path” field.&nbsp;</div> <div class="image-green-border">4. '''Click'''&nbsp;“Create”. The obligation is created with fulfillment.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Obligations count shown beside "Manage" in the left pane is incremented. '''Click '''"Manage" and the Obligations are&nbsp;listed in the right pane. '''Click '''eye icon to view the details.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM23-Agreement-Manage6.png|720px|8.0-OM23-Agreement-Manage6.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-OM21-Agreement-Manage4.png|600px|8.0-OM21-Agreement-Manage4.png]]</div> <div class="image-green-border"><br/> 2. '''Select '''"Overdue Buffer Days".&nbsp;</div> <div class="image-green-border">3.&nbsp;'''Select '''a date in the “End Date” field.&nbsp;</div> <div class="image-green-border">Under the "Configuration Parameter" section,<br/> 1.&nbsp;'''Set '''the “Allow Inheritance” field to “Yes”.<br/> 2.&nbsp;'''Set '''the “Allow Fulfillment Tracking” field to “Yes”.<br/> 3.&nbsp;'''Select '''a file in the “File Path” field.&nbsp;</div> <div class="image-green-border">4. '''Click'''&nbsp;“Create”. The obligation is created with fulfillment.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Obligations count shown beside "Manage" in the left pane is incremented. '''Click '''"Manage" and the Obligations are&nbsp;listed in the right pane. '''Click '''eye icon to view the details.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM23-Agreement-Manage6.png|720px|8.0-OM23-Agreement-Manage6.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Creating&nbsp;Obligations in Pre-approved state ===
@@ Line 391: / Line 392: @@
 When creating an Obligation, the status is defined based on state of the attribute, as shown in the following table:
-<div class="image-green-border">[[File:8.1omapp3.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.1omapp3.PNG|720px|8.1omapp3.PNG]]</div>
 Similarly, when updating an Obligation, the status is defined based on the “Stay in Approved On Edit” attribute, as shown in the following table:
-<div class="image-green-border">[[File:8.1omapp4.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><div class="note-box">'''Note:''' For Update action, “Stay in Approved On Edit” attribute continues to function as in the earlier releases.</div>
+<div class="image-green-border">[[File:8.1omapp4.PNG|720px|8.1omapp4.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><div class="note-box">'''Note:''' For Update action, “Stay in Approved On Edit” attribute continues to function as in the earlier releases.</div>
 .&nbsp;&nbsp;&nbsp;&nbsp; Save the details. Notice that “Business Status” of the Obligation just created to set to “Approved”.
 </div>

@@ Line 341: / Line 341: @@
 .&nbsp;'''Click the&nbsp;'''“Obligations” navigation tile or menu on the top.
 <div class="image-green-border">2.&nbsp;'''Click '''“My&nbsp;Fulfillments”. The index page opens listing fulfillments.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-16-My-Fulfillments.PNG|720px|8.0-OM-16-My-Fulfillments.PNG]]</div>
 == Creating an Obligation for an Agreement ==
@@ Line 373: / Line 374: @@
 .&nbsp;'''Select '''“Manual” in the “Frequency Type” dropdown.
 <div class="image-green-border">[[File:8.0-OM21-Agreement-Manage4.png|600px|8.0-OM21-Agreement-Manage4.png]]</div> <div class="image-green-border"><br/> 2. '''Select '''"Overdue Buffer Days".&nbsp;</div> <div class="image-green-border">3.&nbsp;'''Select '''a date in the “End Date” field.&nbsp;</div> <div class="image-green-border">Under the "Configuration Parameter" section,<br/> 1.&nbsp;'''Set '''the “Allow Inheritance” field to “Yes”.<br/> 2.&nbsp;'''Set '''the “Allow Fulfillment Tracking” field to “Yes”.<br/> 3.&nbsp;'''Select '''a file in the “File Path” field.&nbsp;</div> <div class="image-green-border">4. '''Click'''&nbsp;“Create”. The obligation is created with fulfillment.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Obligations count shown beside "Manage" in the left pane is incremented. '''Click '''"Manage" and the Obligations are&nbsp;listed in the right pane. '''Click '''eye icon to view the details.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM23-Agreement-Manage6.png|720px|8.0-OM23-Agreement-Manage6.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 === Approving Obligations ===
@@ Line 423: / Line 446: @@
 .&nbsp;'''Click '''"Team". The "Team" is opened on the right.
 <div class="image-green-border">[[File:8.0-OM28-Agreement-OMAsso-Reassign.png|800px|8.0-OM28-Agreement-OMAsso-Reassign.png]]</div> <div class="image-green-border"><br/> 2.&nbsp;'''Click '''"Reassign",&nbsp;the "Reassign User"&nbsp;drawer opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM28.1-Agreement-OMAsso-Reassign.png|800px|8.0-OM28.1-Agreement-OMAsso-Reassign.png]]<br/> &nbsp;<br/> 3. '''Select''' the User. If you can't find the user, search it from the "Refine View" left pane. Enter the categories you want to search.<br/> 4. '''Enter'''&nbsp;"Add Note".<br/> 5. '''Click '''"Reassign",&nbsp;the user is reassigned.</div>
 == Inheriting Obligations ==

@@ Line 322: / Line 322: @@
 .&nbsp;'''Click the&nbsp;'''“Obligations” navigation tile or menu on the top.
 <div class="image-green-border">2.&nbsp;'''Click '''“All Obligations”. The Obligations index page will open, listing all obligations. You can filter the obligations using the "Refine View" collapsible panel on the left. You can sort and wrap the text of the column by clicking the arrow and hamburger icon respectively in the column heading.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1omapp1.png|800px]]</div> <div class="image-green-border">&nbsp;</div>
 === Navigating All Fulfillments ===
@@ Line 330: / Line 331: @@
 .&nbsp;'''Click the&nbsp;'''“Obligations” navigation tile or menu on the top.
-<div class="image-green-border">2.&nbsp;'''Click '''“All Fulfillments”.&nbsp;The Fulfillments index page will open, listing all fulfillments.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-16-All-Fulfillments.PNG|720px|8.0-OM-16-All-Fulfillments.PNG]]</div>
+<div class="image-green-border">2.&nbsp;'''Click '''“All Fulfillments”.&nbsp;The Fulfillments index page will open, listing all fulfillments.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1omapp2.png|800px]]</div>
 === Navigating My Fulfillments ===

@@ Line 313: / Line 313: @@
 .&nbsp;'''Click the&nbsp;'''“Obligations” navigation tile or menu on the top.
 <div class="image-green-border">2.&nbsp;'''Click '''“Dashboard”. The OM Dashboard will open.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-Compliance-Dashboard.PNG|800px|8.0-OM-Compliance-Dashboard.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' The “Compliance Dashboard” link will be visible to all users who have at-least View access to either Obligation or Fulfillment seeded contract types.</div>
 === Navigating All Obligations ===
@@ Line 320: / Line 321: @@
 .&nbsp;'''Click the&nbsp;'''“Obligations” navigation tile or menu on the top.
-<div class="image-green-border">2.&nbsp;'''Click '''“All Obligations”. The Obligations index page will open, listing all obligations. You can filter the obligations using the "Refine View" collapsible panel on the left. You can sort and wrap the text of the column by clicking the arrow and hamburger icon respectively in the column heading.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-16-All-Obligations.PNG|720px|8.0-OM-16-All-Obligations.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">2.&nbsp;'''Click '''“All Obligations”. The Obligations index page will open, listing all obligations. You can filter the obligations using the "Refine View" collapsible panel on the left. You can sort and wrap the text of the column by clicking the arrow and hamburger icon respectively in the column heading.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1omapp1.png|800px]]</div> <div class="image-green-border">&nbsp;</div>
 === Navigating All Fulfillments ===

@@ Line 666: / Line 666: @@
 &nbsp;
 === Creating the Obligation Library ===
 Once the “Standard Document Master” and the framework for the Obligation Library have been configured, we will create obligation records and define saved searches, in order to create the actual library.
 === Creating Obligation Records ===