How to Add an Obligation

✔ Available on all subscriptions

 

Instruction Guide

  • Step 1: Navigate to “Obligations” and click ” Add New”.
  • Step 2: Enter the obligation name and type (e.g., Client Requirement, Health & Safety).
  • Step 3: Select the responsible workplace and branch.
  • Step 4: Choose relevant documents and monitoring methods.
  • Step 5: Link references, attach files, and set the status (Applicable, Compliant, Not Applicable).
  • Step 6: Input requirements, controls, and associated risks.
  • Step 7: Add remarks and click “+Add More Items” if needed.
  • Step 8: Click “Save” to finalise.

If the Obligation Module is not visible in the menu, it means you do not have the required permissions.

Please contact your company’s System Administrator to request access

 

Walkthrough Guide

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